Other · DOL Form 5500 · 2024

Simin Khadivi Retirement Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
6
Participants Small participant base
24th
Percentile by assets National rank
$175,081
Avg per participant Above avg balance/head
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Official DOL plan name: Alliance for African Assistance Plan 403b · Sponsored by Simin Khadivi · California · Healthcare & Social Assistance

$1M in assets, 6 participants

Simin Khadivi's Alliance for African Assistance Plan 403b reported $1M in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 24th 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.

  • #3,295 in Healthcare & Social Assistance (16,916 peers)

Simin Khadivi multi-year trail

Simin Khadivi's plans moved +2358.9% in assets from 2022 to 2024; this filing shows Alliance for African Assistance Plan 403b at $1M / 6 participants.

#3,295
in Healthcare & Social Assistance (16,916 peers)
+12.2%
assets growth YoY

Alliance for African Assistance Plan 403b among the smaller filed plans by assets

Alliance for African Assistance Plan 403b vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,050,484 24th percentile higher than 24% of 123,620 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 2024

Alliance for African Assistance Plan 403b among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Alliance for African Assistance Plan 403b is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Alliance for African Assistance Plan 403b end-of-year assets rose from $377K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Alliance for African Assistance Plan 403b reported net income fell from $377K in the plan year 2023 filing to $115K in the plan year 2024 filing.
  • Alliance for African Assistance Plan 403b reported participants rose from 5 in the plan year 2023 filing to 6 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 931008369 · Simin Khadivi PY 2024 · Other

Alliance for African Assistance Plan 403b · $1M · 6 · 24th

  • PART $1M
  • TYPE 6
  • NET 24th
  • BOOK Other
  • VS-ST near Boys & Girls Club of Utah County 403(b)(7) Plan
  • BOY ind #3295

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 →

Alliance for African Assistance Plan 403b in the asset neighbourhood

Artswestchester, Inc. 403b PlanArtswestchester, Inc. 403b P…$1MAlliance for African Assistance Plan 403bAlliance for African Assista…$1MBoys & Girls Club of Utah County 403(b)(7) PlanBoys & Girls Club of Utah Co…$1MCds Family & Behavioral Health Services, Inc. RetiCds Family & Behavioral Heal…$1MInwood Community Services, Inc 403(b) Retirement PlanInwood Community Services, I…$1M
End-of-year total assets ($M) among Alliance for African Assistance Plan 403b and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Simin Khadivi multi-year asset trail

Sponsor-wide plan assets over time

All Simin Khadivi plans reported in each filing year

Latest sponsor-wide plan assets
$3M 2358.92643855828% vs 2022
2024 filing year
$0M$1M$2M$3M$4M 202220232024 $0.14M $3.5M ▲ +2400.0%
Year Plans Participants Total Assets
2022 2 7 $142K
2023 2 6 $413K
2024 5 29 $3M

Simin Khadivi filing trail (2024)

Total Assets (Beginning of Year)$936K
Net Assets (End of Year)$1M
Net Income$115K
Employer EIN931008369
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in California

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

Alliance for African Assistance Plan 403b vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Alliance for African Assistance Plan 403b, Total assets ($B): 0.001050484 · Participants: 6Alliance for African Assistance Plan 403bStanford Contributory Retirement Plan, Total assets ($B): 12.568126014 · Participants: 22753Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 7.632419022 · Participants: 54954Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 6.931286515 · Participants: 24152Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 5.246676378 · Participants: 10970Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.81831751 · Participants: 20886University of Southern California Tax-Deferred Annuity Plan
Alliance for African Assistance Plan 403b vs. nearby Other plans in California, assets vs. participants
Compare Alliance for African Assistance Plan 403b side-by-side with 3 peers →

Alliance for African Assistance Plan 403b's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Boys & Girls Club of Utah County 403(b)(7) Plan in UT ($1M); by covered participants it is Allied National - 282052-0 in TX (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Alliance for African Assistance Plan 403b assets move in 2024? ▼
Alliance for African Assistance Plan 403b grew at a solid clip - up 12.2% during 2024, from $936K to $1M. Reported net income was $115K.
How have Simin Khadivi plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Simin Khadivi's sponsor-wide assets grew 2358.9%, from $142K to $3M.
Where does Alliance for African Assistance Plan 403b rank by assets among Form 5500 filers? ▼
Alliance for African Assistance Plan 403b ranks in the 24th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Other plans are similar in size to Alliance for African Assistance Plan 403b? ▼
Among Other plans in other states, the closest by assets is Boys & Girls Club of Utah County 403(b)(7) Plan in UT ($1M, 16 participants).
Which Other plans cover a similar participant headcount to Alliance for African Assistance Plan 403b? ▼
Among Other plans in other states, the closest by covered participants is Allied National - 282052-0 in TX (6 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 931008369.

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.