Other · DOL Form 5500 · 2023

Asian Americans for Community Involvement of Santa Clara County, Retirement Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
245
Participants Below avg headcount
67th
Percentile by assets National rank
$60,833
Avg per participant Low balance/head
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Official DOL plan name: Aaci 403(b) Retirement Plan · Sponsored by Asian Americans for Community Involvement of Santa Clara County, · California · Healthcare & Social Assistance

$15M in assets, 245 participants

Asian Americans for Community Involvement of Santa Clara County,'s Aaci 403(b) Retirement Plan reported $15M in total assets and 245 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #12,741 in Healthcare & Social Assistance (17,684 peers)

Coverage in California

Aaci 403(b) Retirement Plan covers 245 participants in California, about 39% of the average California filer (state average ~630 per filing). Assets: $15M.

#12,741
in Healthcare & Social Assistance (17,684 peers)
+24.4%
assets growth YoY

Aaci 403(b) Retirement Plan's outsized position by total assets

Aaci 403(b) Retirement Plan vs every filed plan by assets

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

$14,904,134 Top 33% higher than 67% 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

Aaci 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. Aaci 403(b) Retirement Plan sits mid-pack in the medium band (245 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Aaci 403(b) Retirement Plan end-of-year assets rose from $12M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Aaci 403(b) Retirement Plan reported net income rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Aaci 403(b) Retirement Plan reported participants rose from 223 in the plan year 2022 filing to 245 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 942292491 · Asian Americans for Community Involvement of Santa Clara County, PY 2023 · Other

Aaci 403(b) Retirement Plan · $15M · 245 · 67th

  • PCT $15M
  • PCT 245
  • PCT 67th
  • PCT Other
  • PCT near Charles Cole Memorial Hospital Retirement Savings Plan
  • PCT ind #12741

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 →

Aaci 403(b) Retirement Plan in the asset neighbourhood

Village Community School 403(b) Defined Contribution PlanVillage Community School 403…$15M403(b) Thrift Plan Indiana Health Centers, Inc.403(b) Thrift Plan Indiana H…$15MCharles Cole Memorial Hospital Retirement Savings PlanCharles Cole Memorial Hospit…$15MAaci 403(b) Retirement Plan$15MAltoona Regional Health System 403(b) PlanAltoona Regional Health Syst…$15M
End-of-year total assets ($M) among Aaci 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$15M
Net Income$3M
Employer EIN942292491
Plan Effective Date2002-11-08
Filing StatusFILING RECEIVED

Sponsor Plan History (Asian Americans for Community Involvement of Santa Clara County,)

Sponsor-wide plan assets over time

All Asian Americans for Community Involvement of Santa Clara County, plans reported in each filing year

Latest sponsor-wide plan assets
$17M 46.056066491095265% vs 2022
2024 filing year
$10M$12M$14M$16M$18M$20M 202220232024 $12M $17.5M ▲ +46.1%
Year Plans Participants Total Assets
2022 1 223 $12M
2023 1 245 $15M
2024 1 245 $17M

Nearby Other Plans in California

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

Aaci 403(b) Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Aaci 403(b) Retirement Plan, Total assets ($B): 0.014904134 · Participants: 245Aaci 403(b) Retirement PlanStanford 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
Aaci 403(b) Retirement Plan vs. nearby Other plans in California, assets vs. participants

Aaci 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Charles Cole Memorial Hospital Retirement Savings Plan in PA ($15M); by covered participants it is L.B.J. & C. Development Corporation Tax Sheltered Annuity Plan in TN (245 participants). Same-state nearby plans are listed separately above.

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 Aaci 403(b) Retirement Plan assets move in 2023?
Aaci 403(b) Retirement Plan grew sharply - up 24.4% during 2023, from $12M to $15M. Reported net income was $3M.
How have Asian Americans for Community Involvement of Santa Clara County, plan assets changed over time?
Across 3 plan years on file (2022-2024), Asian Americans for Community Involvement of Santa Clara County,'s sponsor-wide assets grew 46.1%, from $12M to $17M.
Which Other plans are similar in size to Aaci 403(b) Retirement Plan?
Among Other plans in other states, the closest by assets is Charles Cole Memorial Hospital Retirement Savings Plan in PA ($15M, N/A participants).
Which Other plans cover a similar participant headcount to Aaci 403(b) Retirement Plan?
Among Other plans in other states, the closest by covered participants is L.B.J. & C. Development Corporation Tax Sheltered Annuity Plan in TN (245 participants, $3M in assets).