Other · DOL Form 5500 · 2023
Creative Alternatives, Inc. Retirement Plan
Data updated 2026-08-11
- $9M
- Total assets
- 204
- Participants
- 57th
- Percentile by assets
- $44,989
- Avg per participant
Official DOL plan name: Creative Alternatives, Inc Retirement Plan & Trust · Sponsored by Creative Alternatives, Inc. · California · Healthcare & Social Assistance
$9M in assets, 204 participants
Creative Alternatives, Inc.'s Creative Alternatives, Inc Retirement Plan & Trust reported $9M in total assets and 204 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.
- 57th percentile by assets (of 127,072 plans)
- #11,034 in Healthcare & Social Assistance (17,684 peers)
Coverage in California
Creative Alternatives, Inc Retirement Plan & Trust covers 204 participants in California, about 32% of the average California filer (state average ~630 per filing). Assets: $9M.
- $9M
- total plan assets (2023 EOY)
- 204
- covered participants
- 57th
- percentile by assets (of 127,072 plans)
- $44,989
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Creative Alternatives, Inc Retirement Plan & Trust reported net income rose from -$391K in the plan year 2022 filing to $751K in the plan year 2023 filing.
- Creative Alternatives, Inc Retirement Plan & Trust end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Creative Alternatives, Inc Retirement Plan & Trust reports 204 participants - about 32% of that state average ($9M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $751K |
| Employer EIN | 942378380 |
| Plan Effective Date | 2003-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Creative Alternatives, Inc.)
| 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 Retirement Plan & Trust 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 Creative Alternatives, Inc Retirement Plan & Trust by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on Creative Alternatives, Inc Retirement Plan & Trust's numbers.
- By total assets, Creative Alternatives, Inc Retirement Plan & Trust ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in California. Compare plans
- Creative Alternatives, Inc.'s sponsor-wide assets have grown 20.5% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans