Other · DOL Form 5500 · 2023
Donor Network West Retirement Plan
Data updated 2026-08-11
- $51M
- Total assets
- 408
- Participants
- 86th
- Percentile by assets
- $125,937
- Avg per participant
Official DOL plan name: Donor Network West Retirement Plan · Sponsored by Donor Network West · California · Healthcare & Social Assistance
$51M in assets, 408 participants
Donor Network West's Donor Network West Retirement Plan reported $51M in total assets and 408 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.
- 86th percentile by assets (of 127,072 plans)
- #15,555 in Healthcare & Social Assistance (17,684 peers)
Where Donor Network West Retirement Plan sits by assets
Donor Network West Retirement Plan sits in the top quartile of all filed plans by assets, $51M for 408 participants (~$125,937/participant), up 20.7% in 2023.
- $51M
- total plan assets (2023 EOY)
- 408
- covered participants
- 86th
- percentile by assets (of 127,072 plans)
- $125,937
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Donor Network West Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- Donor Network West Retirement Plan end-of-year assets rose from $43M in the plan year 2022 filing to $51M in the plan year 2023 filing.
- Donor Network West Retirement Plan reported participants rose from 384 in the plan year 2022 filing to 408 in the plan year 2023 filing.
Donor Network West Retirement Plan vs the 2023 asset distribution
By assets, Donor Network West Retirement Plan outranks 86% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.5x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $43M |
|---|---|
| Net Assets (End of Year) | $51M |
| Net Income | $9M |
| Employer EIN | 943062436 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Donor Network West)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 384 | $43M |
| 2023 | 1 | 408 | $51M |
| 2024 | 1 | 445 | $58M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
Donor Network West Retirement Plan vs. nearby Other plans in California, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Donor Network West Retirement Plan by total assets, not by location.
- The Episcopal Academy 403(b) Defined Contribution Retirement Plan (PA) $51M · 360
- Severn School 403(b) Retirement Plan (MD) $51M · 167
- Summit Healthcare Regional Medical Center Performance Based Flexible Contribution Retirement Plan (AZ) $51M · 1,183
- Colby-Sawyer College DC Retirement Plan (NH) $51M · 302
Frequently Asked Questions
How did Donor Network West Retirement Plan assets move in 2023? ▼
How have Donor Network West plan assets changed over time? ▼
Where does Donor Network West Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Donor Network West Retirement Plan? ▼
Next read for Donor Network West Retirement Plan
Scale reading
Ways to act on Donor Network West Retirement Plan's numbers.
- By total assets, Donor Network West Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in California. Compare plans
- Donor Network West's sponsor-wide assets have grown 35.7% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans