Other · DOL Form 5500 · 2023

Creative Alternatives, Inc. Retirement Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
181
Participants Below avg headcount
55th
Percentile by assets National rank
$47,111
Avg per participant Low balance/head
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Official DOL plan name: Creative Alternatives, Inc Employee Savings Plan · Sponsored by Creative Alternatives, Inc. · California · Healthcare & Social Assistance

$9M in assets, 181 participants

Creative Alternatives, Inc.'s Creative Alternatives, Inc Employee Savings Plan reported $9M in total assets and 181 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

  • #10,739 in Healthcare & Social Assistance (17,684 peers)

Coverage in California

Creative Alternatives, Inc Employee Savings Plan covers 181 participants in California, about 29% of the average California filer (state average ~630 per filing). Assets: $9M.

#10,739
in Healthcare & Social Assistance (17,684 peers)
+9.7%
assets growth YoY

Creative Alternatives, Inc Employee Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Creative Alternatives, Inc Employee Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$8,527,002 Top 45% higher than 55% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Creative Alternatives, Inc Employee Savings 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. Creative Alternatives, Inc Employee Savings Plan sits mid-pack in the medium band (181 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Creative Alternatives, Inc Employee Savings Plan reported net income rose from $185K in the plan year 2022 filing to $752K in the plan year 2023 filing.
  • Creative Alternatives, Inc Employee Savings Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Creative Alternatives, Inc Employee Savings Plan reported participants rose from 177 in the plan year 2022 filing to 181 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 942378380 · Creative Alternatives, Inc. PY 2023 · Other

Creative Alternatives, Inc Employee Savings Plan · $9M · 181 · 55th

  • TYPE $9M
  • NET 181
  • BOOK 55th
  • VS-ST Other
  • BOY near Kennedy Children's Center Retirement Plan
  • SCH ind #10739

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 →

Creative Alternatives, Inc Employee Savings Plan in the asset neighbourhood

Creative Alternatives, Inc Employee Savings PlanCreative Alternatives, Inc E…$9MKennedy Children's Center Retirement PlanKennedy Children's Center Re…$9MBoone Memorial Hospital 403(b) PlanBoone Memorial Hospital 403(…$9MUnited Way of Greater Cincinnati 403(b) PlanUnited Way of Greater Cincin…$9MPine Tree Legal Assistance Tax Sheltered Annuity PlanPine Tree Legal Assistance T…$9M
End-of-year total assets ($M) among Creative Alternatives, Inc Employee Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$752K
Employer EIN942378380
Plan Effective Date1989-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Creative Alternatives, Inc.)

Sponsor-wide plan assets over time

All Creative Alternatives, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 20.52921409912614% vs 2022
2024 filing year
$15M$16M$17M$18M$19M$20M 202220232024 $16.2M $19.5M ▲ +20.6%
Year Plans Participants Total Assets
2022 2 381 $16M
2023 2 385 $18M
2024 2 398 $20M

Nearby Other Plans in California

Peer Other plans, same state, same plan type, ranked by total assets.

Creative Alternatives, Inc Employee Savings Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Creative Alternatives, Inc Employee Savings Plan, Total assets ($B): 0.008527002 · Participants: 181Creative Alternatives, Inc Employee Savings PlanStanford Contributory Retirement Plan, Total assets ($B): 11.039978863 · Participants: 21674Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 6.533806707 · Participants: 50273Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 5.761504142 · Participants: 22681Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.792181822 · Participants: 10682Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.277911652 · Participants: 21764University of Southern California Tax-Deferred Annuity Plan
Creative Alternatives, Inc Employee Savings Plan vs. nearby Other plans in California, assets vs. participants
Compare Creative Alternatives, Inc Employee Savings Plan side-by-side with 3 peers →

Creative Alternatives, Inc Employee Savings Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Kennedy Children's Center Retirement Plan in NY ($9M); by covered participants it is Miss Porter's School 403(b) Retirement Plan in CT (181 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (181 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Creative Alternatives, Inc Employee Savings Plan assets move in 2023? ▼
Creative Alternatives, Inc Employee Savings Plan grew at a solid clip - up 9.7% during 2023, from $8M to $9M. Reported net income was $752K.
How have Creative Alternatives, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Creative Alternatives, Inc.'s sponsor-wide assets grew 20.5%, from $16M to $20M.
Which Other plans are similar in size to Creative Alternatives, Inc Employee Savings Plan? ▼
Among Other plans in other states, the closest by assets is Kennedy Children's Center Retirement Plan in NY ($9M, 268 participants).
Which Other plans cover a similar participant headcount to Creative Alternatives, Inc Employee Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Miss Porter's School 403(b) Retirement Plan in CT (181 participants, $54M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 942378380.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.