Other · DOL Form 5500 · 2023
Seneca Family of Agencies Retirement Plan
Data updated 2026-08-11
- $45M
- Total assets
- 1,541
- Participants
- 84th
- Percentile by assets
- $29,280
- Avg per participant
Official DOL plan name: Seneca Family of Agencies 403(b) Retirement Plan · Sponsored by Seneca Family of Agencies · California · Healthcare & Social Assistance
$45M in assets, 1,541 participants
Seneca Family of Agencies's Seneca Family of Agencies 403(b) Retirement Plan reported $45M in total assets and 1,541 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.
- 84th percentile by assets (of 127,072 plans)
- #15,344 in Healthcare & Social Assistance (17,684 peers)
Coverage in California
Seneca Family of Agencies 403(b) Retirement Plan covers 1,541 participants in California, 2.4x the typical California plan (state average ~630 per filing). Assets: $45M.
- $45M
- total plan assets (2023 EOY)
- 1,541
- covered participants
- 84th
- percentile by assets (of 127,072 plans)
- $29,280
- avg assets per participant
Where Seneca Family of Agencies 403(b) Retirement Plan sits by total assets
Seneca Family of Agencies 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$45,120,426 Top 16% higher than 84% 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
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Seneca Family of Agencies 403(b) Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $12M in the plan year 2023 filing.
- Seneca Family of Agencies 403(b) Retirement Plan end-of-year assets rose from $34M in the plan year 2022 filing to $45M in the plan year 2023 filing.
- Seneca Family of Agencies 403(b) Retirement Plan reported participants rose from 1,416 in the plan year 2022 filing to 1,541 in the plan year 2023 filing.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Seneca Family of Agencies 403(b) Retirement Plan reports 1,541 participants - 2.4x that state average ($45M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $34M |
|---|---|
| Net Assets (End of Year) | $45M |
| Net Income | $12M |
| Employer EIN | 942971761 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Seneca Family of Agencies)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,416 | $34M |
| 2023 | 1 | 1,541 | $45M |
| 2024 | 1 | 1,515 | $59M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
Seneca Family of Agencies 403(b) Retirement Plan vs. nearby Other plans in California, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Seneca Family of Agencies 403(b) Retirement Plan by total assets, not by location.
- Hawken School Retirement Plan (OH) $45M · 334
- Special People in Northeast, Inc. 403(b) Plan (PA) $45M · 1,094
- Hewitt School Defined Contribution Retirement Plan (NY) $45M · 142
- The Browning School 403(b) Plan (NY) $45M · 191
Frequently Asked Questions
How did Seneca Family of Agencies 403(b) Retirement Plan assets move in 2023? ▼
How have Seneca Family of Agencies plan assets changed over time? ▼
Where does Seneca Family of Agencies 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Seneca Family of Agencies 403(b) Retirement Plan? ▼
Next read for Seneca Family of Agencies 403(b) Retirem…
Filing takeaways
Ways to act on Seneca Family of Agencies 403(b) Retirement Plan's numbers.
- By total assets, Seneca Family of Agencies 403(b) Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in California. Compare plans
- Seneca Family of Agencies's sponsor-wide assets have grown 75.1% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans