Other · DOL Form 5500 · 2023
Phoenix Houses of California Inc. Retirement Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 422
- Participants Below avg headcount
- 42nd
- Percentile by assets National rank
- $10,681
- Avg per participant Low balance/head
Official DOL plan name: The Phoenix House of California 403(b) Retirement Plan · Sponsored by Phoenix Houses of California Inc. · California · Other Services
$5M in assets, 422 participants
Phoenix Houses of California Inc.'s The Phoenix House of California 403(b) Retirement Plan reported $5M in total assets and 422 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.
- #5,074 in Other Services (7,857 peers)
Other Services sector rank
Within Other Services, The Phoenix House of California 403(b) Retirement Plan ranks #5,074 of 7,857 2023 filers by assets (445% of the sector average)-$5M for 422 participants.
- #5,074
- in Other Services (7,857 peers)
- -18.8%
- assets change YoY
The Phoenix House of California 403(b) Retirement Plan's mid-pack asset rank among Other Services and all filers
The Phoenix House of California 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,507,439 42nd percentile higher than 42% 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
The Phoenix House of California 403(b) Retirement 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. The Phoenix House of California 403(b) Retirement Plan sits mid-pack in the medium band (422 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Phoenix House of California 403(b) Retirement Plan reported net income rose from -$871K in the plan year 2022 filing to $579K in the plan year 2023 filing.
- The Phoenix House of California 403(b) Retirement Plan end-of-year assets fell from $6M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- The Phoenix House of California 403(b) Retirement Plan reported participants rose from 399 in the plan year 2022 filing to 422 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 943015376 · Phoenix Houses of California Inc. PY 2023 · Other
The Phoenix House of California 403(b) Retirement Plan · $5M · 422 · 42nd
- 5500 $5M
- 5500 422
- 5500 42nd
- 5500 Other
- 5500 near Alliance Healthcare Services Employee Retirement
- 5500 ind #5074
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 Other Services retirement plans → · Plans in California →
The Phoenix House of California 403(b) Retirement Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $579K |
| Employer EIN | 943015376 |
| Plan Effective Date | 2019-03-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Phoenix Houses of California Inc.)
Sponsor-wide plan assets over time
All Phoenix Houses of California Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 3.182482293333391% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 399 | $6M |
| 2023 | 1 | 422 | $5M |
| 2024 | 1 | 364 | $5M |
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
The Phoenix House of California 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Alliance Healthcare Services Employee Retirement in TN ($5M); by covered participants it is Brethren Village 403(b) Retirement Program in PA (422 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (422 participants); asset peers above are excluded.
- Brethren Village 403(b) Retirement Program (PA) 422 · 0 off
- 403(b) Thrift Plan of the Community Action Organization of Western Ny (NY) 422 · 0 off
- National Center on Institutions & Alternatives, Inc. 403(b) Plan (MD) 422 · 0 off
- Madison-Haywood Developmental Services, Inc. Retirement Plan (TN) 423 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.