Other · DOL Form 5500 · 2023
Compass Family Services Retirement Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 148
- Participants Small participant base
- 40th
- Percentile by assets National rank
- $26,195
- Avg per participant Low balance/head
Official DOL plan name: Compass Family Services 403(b) Plan · Sponsored by Compass Family Services · California · Healthcare & Social Assistance
$4M in assets, 148 participants
Compass Family Services's Compass Family Services 403(b) Plan reported $4M in total assets and 148 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.
- #7,447 in Healthcare & Social Assistance (17,684 peers)
Coverage in California
Compass Family Services 403(b) Plan covers 148 participants in California, about 23% of the average California filer (state average ~630 per filing). Assets: $4M.
- #7,447
- in Healthcare & Social Assistance (17,684 peers)
- +36.8%
- assets growth YoY
Compass Family Services 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Compass Family Services 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,876,906 40th percentile higher than 40% 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
Compass Family Services 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. Compass Family Services 403(b) Plan sits mid-pack in the medium band (148 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Compass Family Services 403(b) Plan reported net income rose from $74K in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Compass Family Services 403(b) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Compass Family Services 403(b) Plan reported participants rose from 130 in the plan year 2022 filing to 148 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 941156622 · Compass Family Services PY 2023 · Other
Compass Family Services 403(b) Plan · $4M · 148 · 40th
- BOY $4M
- SCH 148
- EBSA 40th
- PART Other
- TYPE near Center for Community Alternatives 403(b) Plan
- NET ind #7447
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 Healthcare & Social Assistance retirement plans → · Plans in California →
Compass Family Services 403(b) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $1M |
| Employer EIN | 941156622 |
| Plan Effective Date | 1980-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Compass Family Services)
Sponsor-wide plan assets over time
All Compass Family Services plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 63.59615179832257% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 222 | $6M |
| 2023 | 2 | 241 | $8M |
| 2024 | 2 | 303 | $9M |
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
Compass Family Services 403(b) Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Center for Community Alternatives 403(b) Plan in NY ($4M); by covered participants it is Unbound Retirement Plan in KS (148 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (148 participants); asset peers above are excluded.
- Unbound Retirement Plan (KS) 148 · 0 off
- Houghton University Defined Contribution Plan (NY) 148 · 0 off
- The Chicago Public Media, Inc. Tax Deferred Annuity (Tda) Plan (IL) 148 · 0 off
- Children International 403(b) Plan (MO) 148 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.