Other · DOL Form 5500 · 2023
Castle Family Health Centers, Inc. Retirement Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 194
- Participants Below avg headcount
- 58th
- Percentile by assets National rank
- $49,874
- Avg per participant Low balance/head
Official DOL plan name: Castle Family Health Centers, Inc. 403(b) Plan · Sponsored by Castle Family Health Centers, Inc. · California · Healthcare & Social Assistance
$10M in assets, 194 participants
Castle Family Health Centers, Inc.'s Castle Family Health Centers, Inc. 403(b) Plan reported $10M in total assets and 194 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.
- #11,232 in Healthcare & Social Assistance (17,684 peers)
Coverage in California
Castle Family Health Centers, Inc. 403(b) Plan covers 194 participants in California, about 31% of the average California filer (state average ~630 per filing). Assets: $10M.
- #11,232
- in Healthcare & Social Assistance (17,684 peers)
- +20.7%
- assets growth YoY
Castle Family Health Centers, Inc. 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Castle Family Health Centers, Inc. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$9,675,652 Top 42% higher than 58% 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
Castle Family Health Centers, Inc. 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. Castle Family Health Centers, Inc. 403(b) Plan sits mid-pack in the medium band (194 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Castle Family Health Centers, Inc. 403(b) Plan reported net income rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Castle Family Health Centers, Inc. 403(b) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- Castle Family Health Centers, Inc. 403(b) Plan reported participants fell from 211 in the plan year 2022 filing to 194 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 205864304 · Castle Family Health Centers, Inc. PY 2023 · Other
Castle Family Health Centers, Inc. 403(b) Plan · $10M · 194 · 58th
- TYPE $10M
- NET 194
- BOOK 58th
- VS-ST Other
- BOY near Tri-County 403(b)
- SCH ind #11232
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 →
Castle Family Health Centers, Inc. 403(b) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $2M |
| Employer EIN | 205864304 |
| Plan Effective Date | 2011-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Castle Family Health Centers, Inc.)
Sponsor-wide plan assets over time
All Castle Family Health Centers, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 30.570319085617164% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 211 | $8M |
| 2023 | 1 | 194 | $10M |
| 2024 | 1 | 210 | $10M |
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
Castle Family Health Centers, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Tri-County 403(b) in NJ ($10M); by covered participants it is American Academy of Dermatology 403b Plan in IL (194 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
- Tri-County 403(b) (NJ) $10M · 647
- Madison Community Hospital Tax Deferred Annuity Plan (SD) $10M · 273
- Jewish Federation of Southern New Jersey 403(b) Plan (NJ) $10M · 1,292
- New Horizons Resources, Inc. 403(b) Plan (NY) $10M · 323
Similar participant headcount
Nearest other-state filings by covered participants (194 participants); asset peers above are excluded.
- American Academy of Dermatology 403b Plan (IL) 194 · 0 off
- The Seven Hills School Retirement Plan (OH) 194 · 0 off
- Governor Dummer Academy Defined Contribution Retirement Plan (MA) 194 · 0 off
- Wesleyan College Retirement Plan (GA) 194 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.