Other · DOL Form 5500 · 2023
San Diego Humane Society S.P.C.a. Retirement Plan
Data updated 2026-08-25
- $24M
- Total assets Small plan by assets
- 660
- Participants Below avg headcount
- 76th
- Percentile by assets National rank
- $36,046
- Avg per participant Low balance/head
Official DOL plan name: San Diego Humane Society and S.P.C.a. Retirement Plan · Sponsored by San Diego Humane Society S.P.C.a. · California · Other Services
$24M in assets, 660 participants
San Diego Humane Society S.P.C.a.'s San Diego Humane Society and S.P.C.a. Retirement Plan reported $24M in total assets and 660 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.
- #6,848 in Other Services (7,857 peers)
Where San Diego Humane Society and S.P.C.a. Retirement Plan sits by assets
San Diego Humane Society and S.P.C.a. Retirement Plan sits in the top quartile of all filed plans by assets, $24M for 660 participants (~$36,046/participant), up 18.5% in 2023.
- #6,848
- in Other Services (7,857 peers)
- +18.5%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
San Diego Humane Society and S.P.C.a. Retirement Plan's outsized position by total assets
San Diego Humane Society and S.P.C.a. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$23,790,286 Top 24% higher than 76% 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
San Diego Humane Society and S.P.C.a. 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. San Diego Humane Society and S.P.C.a. Retirement Plan sits mid-pack in the medium band (660 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- San Diego Humane Society and S.P.C.a. Retirement Plan reported net income rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- San Diego Humane Society and S.P.C.a. Retirement Plan end-of-year assets rose from $20M in the plan year 2022 filing to $24M in the plan year 2023 filing.
- San Diego Humane Society and S.P.C.a. Retirement Plan reported participants rose from 612 in the plan year 2022 filing to 660 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 951661688 · San Diego Humane Society S.P.C.a. PY 2023 · Other
San Diego Humane Society and S.P.C.a. Retirement Plan · $24M · 660 · 76th
- NET $24M
- NET 660
- NET 76th
- NET Other
- NET near Variety Care, Inc. 403(b) Plan
- NET ind #6848
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 →
San Diego Humane Society and S.P.C.a. Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | $4M |
| Employer EIN | 951661688 |
| Plan Effective Date | 1975-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (San Diego Humane Society S.P.C.a.)
Sponsor-wide plan assets over time
All San Diego Humane Society S.P.C.a. plans reported in each filing year
- Latest sponsor-wide plan assets
- $29M 42.30736367958321% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 612 | $20M |
| 2023 | 1 | 660 | $24M |
| 2024 | 1 | 707 | $29M |
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
San Diego Humane Society and S.P.C.a. Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Variety Care, Inc. 403(b) Plan in OK ($24M); by covered participants it is Gettysburg College Tax Deferred Annuity Plan in PA (660 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($24M here).
- Variety Care, Inc. 403(b) Plan (OK) $24M · 725
- Rhd Investors Choice 403(b) Plan (PA) $24M · 3,721
- Section 403(b) Retirement Plan for Employees of Odyssey House, Inc. (NY) $24M · 282
- Faulkner University Tax Deferred Annuity Plan (AL) $24M · 349
Similar participant headcount
Nearest other-state filings by covered participants (660 participants); asset peers above are excluded.
- Gettysburg College Tax Deferred Annuity Plan (PA) 660 · 0 off
- Parker Health Group, Inc. 403(b) Tda Plan (NJ) 659 · 1 off
- Connecticut College Defined Contribution and Tda Retirement Plan (CT) 661 · 1 off
- Wheaton College Retirement Plan (IL) 661 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.