Other · DOL Form 5500 · 2023

Creative Alternatives, Inc. Retirement Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
204
Participants Below avg headcount
57th
Percentile by assets National rank
$44,989
Avg per participant Low balance/head
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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.

  • #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.

#11,034
in Healthcare & Social Assistance (17,684 peers)
+8.9%
assets growth YoY

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

Creative Alternatives, Inc Retirement Plan & Trust vs every filed plan by assets

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

$9,177,787 Top 43% higher than 57% 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 Retirement Plan & Trust 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 Retirement Plan & Trust sits mid-pack in the medium band (204 participants).

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.

See the national 2022→2023 release diff →

DOL schedule card

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

Creative Alternatives, Inc Retirement Plan & Trust · $9M · 204 · 57th

  • PART $9M
  • PART 204
  • PART 57th
  • PART Other
  • PART near Section 403(b) Retirement Plan for South Shore Hospital Corporation
  • PART ind #11034

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 Retirement Plan & Trust in the asset neighbourhood

Colorado Springs School 403(b) Defined Contribution PlanColorado Springs School 403(…$9MCreative Alternatives, Inc Retirement Plan & TrustCreative Alternatives, Inc R…$9MSection 403(b) Retirement Plan for South Shore Hospital CorporationSection 403(b) Retirement Pl…$9MHospice of Surry Retirement PlanHospice of Surry Retirement …$9MAppalachian Trail Conservancy 403(b) Retirement PlanAppalachian Trail Conservanc…$9M
End-of-year total assets ($M) among Creative Alternatives, Inc Retirement Plan & Trust 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$751K
Employer EIN942378380
Plan Effective Date2003-07-01
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 Retirement Plan & Trust vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Creative Alternatives, Inc Retirement Plan & Trust, Total assets ($B): 0.009177787 · Participants: 204Creative Alternatives, Inc Retirement Plan & TrustStanford 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 Retirement Plan & Trust vs. nearby Other plans in California, assets vs. participants
Compare Creative Alternatives, Inc Retirement Plan & Trust side-by-side with 3 peers →

Creative Alternatives, Inc Retirement Plan & Trust's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Section 403(b) Retirement Plan for South Shore Hospital Corporation in IL ($9M); by covered participants it is Hcs 403(b) Retirement Plan in NH (204 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (204 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 Retirement Plan & Trust assets move in 2023? ▼
Creative Alternatives, Inc Retirement Plan & Trust grew at a solid clip - up 8.9% during 2023, from $8M to $9M. Reported net income was $751K.
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 Retirement Plan & Trust? ▼
Among Other plans in other states, the closest by assets is Section 403(b) Retirement Plan for South Shore Hospital Corporation in IL ($9M, 375 participants).
Which Other plans cover a similar participant headcount to Creative Alternatives, Inc Retirement Plan & Trust? ▼
Among Other plans in other states, the closest by covered participants is Hcs 403(b) Retirement Plan in NH (204 participants, $10M 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.