Other · DOL Form 5500 · 2023

Seneca Family of Agencies Retirement Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
1,541
Participants Near avg headcount
84th
Percentile by assets National rank
$29,280
Avg per participant Low balance/head
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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.

  • #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.

#15,344
in Healthcare & Social Assistance (17,684 peers)
+34.6%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Seneca Family of Agencies 403(b) Retirement Plan's outsized position 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

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

Seneca Family of Agencies 403(b) Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Seneca Family of Agencies 403(b) Retirement Plan lands in the large band (1,541 participants).

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.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 942971761 · Seneca Family of Agencies PY 2023 · Other

Seneca Family of Agencies 403(b) Retirement Plan · $45M · 1,541 · 84th

  • SCH $45M
  • EBSA 1,541
  • PART 84th
  • TYPE Other
  • NET near Hawken School Retirement Plan
  • BOOK ind #15344

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 →

Seneca Family of Agencies 403(b) Retirement Plan in the asset neighbourhood

Hewitt School Defined Contribution Retirement PlanHewitt School Defined Contri…$45MHawken School Retirement Plan$45MSeneca Family of Agencies 403(b) Retirement PlanSeneca Family of Agencies 40…$45MSpecial People in Northeast, Inc. 403(b) PlanSpecial People in Northeast,…$45MThe Browning School 403(b) PlanThe Browning School 403(b) P…$45M
End-of-year total assets ($M) among Seneca Family of Agencies 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$45M
Net Income$12M
Employer EIN942971761
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Seneca Family of Agencies)

Sponsor-wide plan assets over time

All Seneca Family of Agencies plans reported in each filing year

Latest sponsor-wide plan assets
$59M 75.12986459459955% vs 2022
2024 filing year
$30M$40M$50M$60M$70M 202220232024 $33.5M $58.7M ▲ +75.1%
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 Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Seneca Family of Agencies 403(b) Retirement Plan, Total assets ($B): 0.045120426 · Participants: 1541Seneca Family of Agencies 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
Seneca Family of Agencies 403(b) Retirement Plan vs. nearby Other plans in California, assets vs. participants
Compare Seneca Family of Agencies 403(b) Retirement Plan side-by-side with 3 peers →

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

Outside California, the nearest Other by assets is Hawken School Retirement Plan in OH ($45M); by covered participants it is Kencrest Services 403(b) Retirement Plan in PA (1,542 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($45M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,541 participants); asset peers above are excluded.

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 Seneca Family of Agencies 403(b) Retirement Plan assets move in 2023? ▼
Seneca Family of Agencies 403(b) Retirement Plan surged - up 34.6% during 2023, from $34M to $45M. Reported net income was $12M.
How have Seneca Family of Agencies plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Seneca Family of Agencies's sponsor-wide assets grew 75.1%, from $34M to $59M.
Where does Seneca Family of Agencies 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Seneca Family of Agencies 403(b) Retirement Plan ranks in the 84th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Seneca Family of Agencies 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Hawken School Retirement Plan in OH ($45M, 334 participants).
Which Other plans cover a similar participant headcount to Seneca Family of Agencies 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Kencrest Services 403(b) Retirement Plan in PA (1,542 participants, $51M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 942971761.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.