Other · DOL Form 5500 · 2023
Humboldt Senior Resource Center Incorporated Retirement Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 205
- Participants Below avg headcount
- 35th
- Percentile by assets National rank
- $13,735
- Avg per participant Low balance/head
Official DOL plan name: Humboldt Senior Resource Center 403(b) Plan · Sponsored by Humboldt Senior Resource Center Incorporated · California · Healthcare & Social Assistance
$3M in assets, 205 participants
Humboldt Senior Resource Center Incorporated's Humboldt Senior Resource Center 403(b) Plan reported $3M in total assets and 205 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.
- #6,258 in Healthcare & Social Assistance (17,684 peers)
Coverage in California
Humboldt Senior Resource Center 403(b) Plan covers 205 participants in California, about 33% of the average California filer (state average ~630 per filing). Assets: $3M.
- #6,258
- in Healthcare & Social Assistance (17,684 peers)
- +2.9%
- assets growth YoY
Humboldt Senior Resource Center 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Humboldt Senior Resource Center 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,815,745 35th percentile higher than 35% 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
Humboldt Senior Resource Center 403(b) 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. Humboldt Senior Resource Center 403(b) Plan sits mid-pack in the medium band (205 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Humboldt Senior Resource Center 403(b) Plan reported net income fell from $731K in the plan year 2022 filing to $80K in the plan year 2023 filing.
- Humboldt Senior Resource Center 403(b) Plan reported participants rose from 165 in the plan year 2022 filing to 205 in the plan year 2023 filing.
- Humboldt Senior Resource Center 403(b) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 942261434 · Humboldt Senior Resource Center Incorporated PY 2023 · Other
Humboldt Senior Resource Center 403(b) Plan · $3M · 205 · 35th
- BOOK $3M
- VS-ST 205
- BOY 35th
- SCH Other
- EBSA near Readyone Industries Retirement Plan
- PART ind #6258
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 →
Humboldt Senior Resource Center 403(b) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $80K |
| Employer EIN | 942261434 |
| Plan Effective Date | 2009-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Humboldt Senior Resource Center Incorporated)
Sponsor-wide plan assets over time
All Humboldt Senior Resource Center Incorporated plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 31.641314402310666% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 165 | $3M |
| 2023 | 1 | 205 | $3M |
| 2024 | 1 | 240 | $4M |
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
Humboldt Senior Resource Center 403(b) Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Readyone Industries Retirement Plan in TX ($3M); by covered participants it is Bath Community Hospital Employees 403(b) Retirement Plan in VA (205 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (205 participants); asset peers above are excluded.
- Bath Community Hospital Employees 403(b) Retirement Plan (VA) 205 · 0 off
- United Way of Central Maryland, Inc. Section 403(b) Retirement Savings Plan (MD) 205 · 0 off
- Centre Care, Inc. Savings and Retirement Plan (PA) 205 · 0 off
- Community Memorial Healthcare Inc. Tax Deferred Annuity Plan (KS) 205 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.