Other · DOL Form 5500 · 2023
Community Action Partnership of San Luis Obispo County, Inc. Retirement Plan
Data updated 2026-08-25
- $48M
- Total assets Below avg plan size
- 836
- Participants Near avg headcount
- 85th
- Percentile by assets National rank
- $57,304
- Avg per participant Low balance/head
Official DOL plan name: Community Action Partnership of San Luis Obispo County, Inc. 403(b)Plan · Sponsored by Community Action Partnership of San Luis Obispo County, Inc. · California · Other Services
$48M in assets, 836 participants
Community Action Partnership of San Luis Obispo County, Inc.'s Community Action Partnership of San Luis Obispo County, Inc. 403(b)Plan reported $48M in total assets and 836 participants in its 2023 DOL Form 5500 filing, ranking in the 85th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #7,321 in Other Services (7,857 peers)
Where Community Action Partnership of San Luis Obispo County, Inc. 403(b)Plan sits by assets
Community Action Partnership of San Luis Obispo County, Inc. 403(b)Plan sits in the top quartile of all filed plans by assets, $48M for 836 participants (~$57,304/participant), up 21.1% in 2023.
- #7,321
- in Other Services (7,857 peers)
- +21.1%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Community Action Partnership of San Luis Obispo County, Inc. 403(b)Plan's outsized position by total assets
Community Action Partnership of San Luis Obispo County, Inc. 403(b)Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$47,906,251 Top 15% higher than 85% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Community Action Partnership of San Luis Obispo County, Inc. 403(b)Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Community Action Partnership of San Luis Obispo County, Inc. 403(b)Plan sits mid-pack in the medium band (836 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Community Action Partnership of San Luis Obispo County, Inc. 403(b)Plan reported net income rose from -$5M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- Community Action Partnership of San Luis Obispo County, Inc. 403(b)Plan end-of-year assets rose from $40M in the plan year 2022 filing to $48M in the plan year 2023 filing.
- Community Action Partnership of San Luis Obispo County, Inc. 403(b)Plan reported participants fell from 863 in the plan year 2022 filing to 836 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 952410253 · Community Action Partnership of San Luis Obispo County, Inc. PY 2023 · Other
Community Action Partnership of San Luis Obispo County, Inc. 403(b)Plan · $48M · 836 · 85th
- EIN $48M
- EIN 836
- EIN 85th
- EIN Other
- EIN near The Annie E. Casey Foundation 403(b) Savings Plan
- EIN ind #7321
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Other Services retirement plans → · Plans in California →
Community Action Partnership of San Luis Obispo County, Inc. 403(b)Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $40M |
|---|---|
| Net Assets (End of Year) | $48M |
| Net Income | $8M |
| Employer EIN | 952410253 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Community Action Partnership of San Luis Obispo County, Inc.)
Sponsor-wide plan assets over time
All Community Action Partnership of San Luis Obispo County, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $58M 47.23118212751106% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 863 | $40M |
| 2023 | 1 | 836 | $48M |
| 2024 | 1 | 1,322 | $58M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $11.0B · 21,674
- Sutter Health 403(b) Savings Plan $6.5B · 50,273
- Stanford Health Care Retirement Savings Plan $5.8B · 22,681
- Caltech Base Retirement Plan $4.8B · 10,682
- University of Southern California Tax-Deferred Annuity Plan $4.3B · 21,764
Community Action Partnership of San Luis Obispo County, Inc. 403(b)Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is The Annie E. Casey Foundation 403(b) Savings Plan in MD ($48M); by covered participants it is Trinity University 403(b) Retirement Plan in TX (837 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($48M here).
Similar participant headcount
Nearest other-state filings by covered participants (836 participants); asset peers above are excluded.
- Trinity University 403(b) Retirement Plan (TX) 837 · 1 off
- Ascend Learning, Inc. 403(b) Plan (NY) 838 · 2 off
- Mercy University Retirement Plan (NY) 839 · 3 off
- Democracy Prep Public Schools, 403(b) Retirement Plan (NY) 833 · 3 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.