Other · DOL Form 5500 · 2023
Western Youth Services Retirement Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 238
- Participants Below avg headcount
- 63rd
- Percentile by assets National rank
- $52,420
- Avg per participant Low balance/head
Official DOL plan name: Western Youth Services 403(b) Retirement Savings and Incentive Plan · Sponsored by Western Youth Services · California · Healthcare & Social Assistance
$12M in assets, 238 participants
Western Youth Services's Western Youth Services 403(b) Retirement Savings and Incentive Plan reported $12M in total assets and 238 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.
- #12,155 in Healthcare & Social Assistance (17,684 peers)
Coverage in California
Western Youth Services 403(b) Retirement Savings and Incentive Plan covers 238 participants in California, about 38% of the average California filer (state average ~630 per filing). Assets: $12M.
- #12,155
- in Healthcare & Social Assistance (17,684 peers)
- +7.5%
- assets growth YoY
Western Youth Services 403(b) Retirement Savings and Incentive Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Western Youth Services 403(b) Retirement Savings and Incentive Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$12,475,973 Top 37% higher than 63% 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
Western Youth Services 403(b) Retirement Savings and Incentive 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. Western Youth Services 403(b) Retirement Savings and Incentive Plan sits mid-pack in the medium band (238 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Western Youth Services 403(b) Retirement Savings and Incentive Plan reported net income fell from $1M in the plan year 2022 filing to $870K in the plan year 2023 filing.
- Western Youth Services 403(b) Retirement Savings and Incentive Plan reported participants fell from 268 in the plan year 2022 filing to 238 in the plan year 2023 filing.
- Western Youth Services 403(b) Retirement Savings and Incentive Plan end-of-year assets rose from $12M in the plan year 2022 filing to $12M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 953407054 · Western Youth Services PY 2023 · Other
Western Youth Services 403(b) Retirement Savings and Incentive Plan · $12M · 238 · 63rd
- TYPE $12M
- TYPE 238
- TYPE 63rd
- TYPE Other
- TYPE near Southern Oregon Head Start Retirement Plan
- TYPE ind #12155
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 →
Western Youth Services 403(b) Retirement Savings and Incentive Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $870K |
| Employer EIN | 953407054 |
| Plan Effective Date | 1998-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Western Youth Services)
Sponsor-wide plan assets over time
All Western Youth Services plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 21.536043509776455% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 268 | $12M |
| 2023 | 1 | 238 | $12M |
| 2024 | 1 | 293 | $14M |
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
Western Youth Services 403(b) Retirement Savings and Incentive Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Southern Oregon Head Start Retirement Plan in OR ($12M); by covered participants it is Ridgeview Psychiatric Hospital and Center, Inc. 403(b) Plan in TN (238 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
- Southern Oregon Head Start Retirement Plan (OR) $12M · 362
- Child Care Aware of America 403(b) Retirement Plan (VA) $12M · 139
- Saint James School Retirement (AL) $12M · 108
- 403(b) Plan for Employees of Jri (MA) $12M · 87
Similar participant headcount
Nearest other-state filings by covered participants (238 participants); asset peers above are excluded.
- Ridgeview Psychiatric Hospital and Center, Inc. 403(b) Plan (TN) 238 · 0 off
- Kindering Center 403(b) Plan (WA) 238 · 0 off
- Legal Aid Chicago Employee Contribution Plan (IL) 238 · 0 off
- Harbor's Edge Retirement Plan (VA) 238 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.