Other · DOL Form 5500 · 2023

The Centers for Habilitation Retirement Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
392
Participants Below avg headcount
49th
Percentile by assets National rank
$15,953
Avg per participant Low balance/head
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Official DOL plan name: The Centers for Habilitation 403(b) Plan · Sponsored by The Centers for Habilitation · Arizona · Healthcare & Social Assistance

$6M in assets, 392 participants

The Centers for Habilitation's The Centers for Habilitation 403(b) Plan reported $6M in total assets and 392 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

  • #9,488 in Healthcare & Social Assistance (17,684 peers)

The Centers for Habilitation multi-year trail

The Centers for Habilitation's plans moved +34.7% in assets from 2022 to 2024; this filing shows The Centers for Habilitation 403(b) Plan at $6M / 392 participants.

#9,488
in Healthcare & Social Assistance (17,684 peers)
+19.0%
assets growth YoY

The Centers for Habilitation 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

The Centers for Habilitation 403(b) Plan vs every filed plan by assets

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

$6,253,550 49th percentile higher than 49% 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

The Centers for Habilitation 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. The Centers for Habilitation 403(b) Plan sits mid-pack in the medium band (392 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Centers for Habilitation 403(b) Plan reported net income rose from $469K in the plan year 2022 filing to $989K in the plan year 2023 filing.
  • The Centers for Habilitation 403(b) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • The Centers for Habilitation 403(b) Plan reported participants rose from 379 in the plan year 2022 filing to 392 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 860217033 · The Centers for Habilitation PY 2023 · Other

The Centers for Habilitation 403(b) Plan · $6M · 392 · 49th

  • EBSA $6M
  • EBSA 392
  • EBSA 49th
  • EBSA Other
  • EBSA near Community Guidance Center Tax Sheltered Annuity 403(b) Plan
  • EBSA ind #9488

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 Arizona →

The Centers for Habilitation 403(b) Plan in the asset neighbourhood

Institute for Shipboard Education Retirement PlanInstitute for Shipboard Educ…$6MThe Centers for Habilitation 403(b) PlanThe Centers for Habilitation…$6MCommunity Guidance Center Tax Sheltered Annuity 403(b) PlanCommunity Guidance Center Ta…$6MThe Loomis Communities 403(b) Retirement PlanThe Loomis Communities 403(b…$6MIndustries for the Blind and Visually Impaired, Inc. Retirement Savings PlanIndustries for the Blind and…$6M
End-of-year total assets ($M) among The Centers for Habilitation 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

The Centers for Habilitation multi-year asset trail

Sponsor-wide plan assets over time

All The Centers for Habilitation plans reported in each filing year

Latest sponsor-wide plan assets
$7M 34.71870788342398% vs 2022
2024 filing year
$5M$6M$7M$8M 202220232024 $5.26M $7.08M ▲ +34.6%
Year Plans Participants Total Assets
2022 1 379 $5M
2023 1 392 $6M
2024 1 406 $7M

The Centers for Habilitation filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$989K
Employer EIN860217033
Plan Effective Date1996-07-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Arizona

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

The Centers for Habilitation 403(b) Plan vs. nearby Other plans in Arizona, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants The Centers for Habilitation 403(b) Plan, Total assets ($B): 0.00625355 · Participants: 392The Centers for Habilitation 403(b) PlanHonor Health 403(b) Retirement Security Plan, Total assets ($B): 1.023668486 · Participants: 13597Honor Health 403(b) Retirement Security PlanOperating Engineers Local 428 Annuity Trust Fund, Total assets ($B): 0.291333345 · Participants: 7670Operating Engineers Local 428 Annuity Trust FundBanner Health Employees 403(b) Plan, Total assets ($B): 0.163501548 · Participants: 11018Banner Health Employees 403(b) PlanEl Rio Santa Cruz Neighborhood Health Center, Inc. Retirement Plan, Total assets ($B): 0.149956482 · Participants: 1887El Rio Santa Cruz Neighborhood Health Center, Inc. Retirement PlanKingman Regional Medical Center Employee Retirement Plan, Total assets ($B): 0.107432825 · Participants: 1914Kingman Regional Medical Center Employee Retirement Plan
The Centers for Habilitation 403(b) Plan vs. nearby Other plans in Arizona, assets vs. participants
Compare The Centers for Habilitation 403(b) Plan side-by-side with 3 peers →

The Centers for Habilitation 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Arizona, the nearest Other by assets is Community Guidance Center Tax Sheltered Annuity 403(b) Plan in PA ($6M); by covered participants it is Food for the Poor 403b Plan in FL (392 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (392 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 The Centers for Habilitation 403(b) Plan assets move in 2023? ▼
The Centers for Habilitation 403(b) Plan grew sharply - up 19.0% during 2023, from $5M to $6M. Reported net income was $989K.
How have The Centers for Habilitation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Centers for Habilitation's sponsor-wide assets grew 34.7%, from $5M to $7M.
Which Other plans are similar in size to The Centers for Habilitation 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Community Guidance Center Tax Sheltered Annuity 403(b) Plan in PA ($6M, 131 participants).
Which Other plans cover a similar participant headcount to The Centers for Habilitation 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Food for the Poor 403b Plan in FL (392 participants, $26M 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 860217033.

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.