Other · DOL Form 5500 · 2023

Associated Students of California State University, Sacramento Retirement Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
50
Participants Small participant base
57th
Percentile by assets National rank
$189,272
Avg per participant Above avg balance/head
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Official DOL plan name: Associated Students, Inc. of Csu Sacramento Retirement Plan · Sponsored by Associated Students of California State University, Sacramento · California · Other Services

$9M in assets, 50 participants

Associated Students of California State University, Sacramento's Associated Students, Inc. of Csu Sacramento Retirement Plan reported $9M in total assets and 50 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #5,928 in Other Services (7,857 peers)

2023 asset change

Associated Students, Inc. of Csu Sacramento Retirement Plan grew sharply 15.9% in 2023 ($8M → $9M) for 50 participants.

#5,928
in Other Services (7,857 peers)
+15.9%
assets growth YoY

Associated Students, Inc. of Csu Sacramento Retirement Plan's mid-pack asset rank among Other Services and all filers

Associated Students, Inc. of Csu Sacramento Retirement Plan vs every filed plan by assets

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

$9,463,608 Top 43% higher than 57% 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

Associated Students, Inc. of Csu Sacramento Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Associated Students, Inc. of Csu Sacramento Retirement Plan is a small filing (50 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Associated Students, Inc. of Csu Sacramento Retirement Plan reported participants fell from 70 in the plan year 2022 filing to 50 in the plan year 2023 filing.
  • Associated Students, Inc. of Csu Sacramento Retirement Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 941347023 · Associated Students of California State University, Sacramento PY 2023 · Other

Associated Students, Inc. of Csu Sacramento Retirement Plan · $9M · 50 · 57th

  • BOOK $9M
  • VS-ST 50
  • BOY 57th
  • SCH Other
  • EBSA near Lakeview Academy Tax-Deferred Annuity Plan
  • PART ind #5928

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 Other Services retirement plans → · Plans in California →

Associated Students, Inc. of Csu Sacramento Retirement Plan in the asset neighbourhood

Madd 403b Plan$9MManet Community Health Center, Inc Tax ShelteredManet Community Health Cente…$9MJcc on the Palisades 403(b) Retirement PlanJcc on the Palisades 403(b) …$9MAssociated Students, Inc. of Csu Sacramento Retirement PlanAssociated Students, Inc. of…$9MLakeview Academy Tax-Deferred Annuity PlanLakeview Academy Tax-Deferre…$9M
End-of-year total assets ($M) among Associated Students, Inc. of Csu Sacramento Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Associated Students of California State University, Sacramento years around the 2023 move

Sponsor-wide plan assets over time

All Associated Students of California State University, Sacramento plans reported in each filing year

Latest sponsor-wide plan assets
$9M 8.314147717809803% vs 2022
2024 filing year
$8M$8.5M$9M$9.5M$10M 202220232024 $8.17M $8.84M ▲ +8.2%
Year Plans Participants Total Assets
2022 1 70 $8M
2023 1 50 $9M
2024 1 66 $9M

2023 asset-move particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN941347023
Plan Effective Date1996-07-01
Filing StatusFILING RECEIVED

Nearby Other Plans in California

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

Associated Students, Inc. of Csu Sacramento Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Associated Students, Inc. of Csu Sacramento Retirement Plan, Total assets ($B): 0.009463608 · Participants: 50Associated Students, Inc. of Csu Sacramento 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
Associated Students, Inc. of Csu Sacramento Retirement Plan vs. nearby Other plans in California, assets vs. participants
Compare Associated Students, Inc. of Csu Sacramento Retirement Plan side-by-side with 3 peers →

Associated Students, Inc. of Csu Sacramento Retirement Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Lakeview Academy Tax-Deferred Annuity Plan in GA ($9M); by covered participants it is Sage Ridge School Defined Contribution Retirement Plan in NV (50 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

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 Associated Students, Inc. of Csu Sacramento Retirement Plan assets move in 2023? ▼
Associated Students, Inc. of Csu Sacramento Retirement Plan grew sharply - up 15.9% during 2023, from $8M to $9M. Reported net income was $1M.
How have Associated Students of California State University, Sacramento plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Associated Students of California State University, Sacramento's sponsor-wide assets grew 8.3%, from $8M to $9M.
Which Other plans are similar in size to Associated Students, Inc. of Csu Sacramento Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Lakeview Academy Tax-Deferred Annuity Plan in GA ($9M, 115 participants).
Which Other plans cover a similar participant headcount to Associated Students, Inc. of Csu Sacramento Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Sage Ridge School Defined Contribution Retirement Plan in NV (50 participants, $6M 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 941347023.

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.