Other · DOL Form 5500 · 2023

The Priority Center, Ending the Cycle of Generational Trauma Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
131
Participants Small participant base
34th
Percentile by assets National rank
$20,084
Avg per participant Low balance/head
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Official DOL plan name: The Priority Center 403(b) Plan · Sponsored by The Priority Center, Ending the Cycle of Generational Trauma · California · Healthcare & Social Assistance

$3M in assets, 131 participants

The Priority Center, Ending the Cycle of Generational Trauma's The Priority Center 403(b) Plan reported $3M in total assets and 131 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

  • #6,009 in Healthcare & Social Assistance (17,684 peers)

Coverage in California

The Priority Center 403(b) Plan covers 131 participants in California, about 21% of the average California filer (state average ~630 per filing). Assets: $3M.

#6,009
in Healthcare & Social Assistance (17,684 peers)
+7.5%
assets growth YoY

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

The Priority Center 403(b) Plan vs every filed plan by assets

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

$2,631,036 34th percentile higher than 34% 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 Priority 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. The Priority Center 403(b) Plan sits mid-pack in the medium band (131 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Priority Center 403(b) Plan reported net income fell from $321K in the plan year 2022 filing to $184K in the plan year 2023 filing.
  • The Priority Center 403(b) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • The Priority Center 403(b) Plan reported participants fell from 140 in the plan year 2022 filing to 131 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 330013237 · The Priority Center, Ending the Cycle of Generational Trauma PY 2023 · Other

The Priority Center 403(b) Plan · $3M · 131 · 34th

  • 5500 $3M
  • 5500 131
  • 5500 34th
  • 5500 Other
  • 5500 near 403(b) Thrift Plan of Oakland Family Services
  • 5500 ind #6009

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 →

The Priority Center 403(b) Plan in the asset neighbourhood

The Priority Center 403(b) PlanThe Priority Center 403(b) P…$3M403(b) Thrift Plan of Oakland Family Services403(b) Thrift Plan of Oaklan…$3ML.B.J. & C. Development Corporation Tax Sheltered Annuity PlanL.B.J. & C. Development Corp…$3MCommunity Support Services of Missouri 403(b) PlanCommunity Support Services o…$3MCommunities in Schools of Philadelphia 403(b) DC & Tda PlanCommunities in Schools of Ph…$3M
End-of-year total assets ($M) among The Priority Center 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$184K
Employer EIN330013237
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Priority Center, Ending the Cycle of Generational Trauma)

Sponsor-wide plan assets over time

All The Priority Center, Ending the Cycle of Generational Trauma plans reported in each filing year

Latest sponsor-wide plan assets
$2M 0.09652746333018931% vs 2022
2024 filing year
$2.4M$2.5M$2.6M$2.7M 202220232024 $2.45M $2.45M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 140 $2M
2023 1 131 $3M
2024 1 118 $2M

Nearby Other Plans in California

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

The Priority Center 403(b) Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants The Priority Center 403(b) Plan, Total assets ($B): 0.002631036 · Participants: 131The Priority Center 403(b) 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
The Priority Center 403(b) Plan vs. nearby Other plans in California, assets vs. participants
Compare The Priority Center 403(b) Plan side-by-side with 3 peers →

The Priority Center 403(b) Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is 403(b) Thrift Plan of Oakland Family Services in MI ($3M); by covered participants it is The Avon Company (Puerto Rico) Personal Savings Account Plan in NY (131 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (131 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 Priority Center 403(b) Plan assets move in 2023? ▼
The Priority Center 403(b) Plan grew at a solid clip - up 7.5% during 2023, from $2M to $3M. Reported net income was $184K.
How have The Priority Center, Ending the Cycle of Generational Trauma plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Priority Center, Ending the Cycle of Generational Trauma's sponsor-wide assets grew 0.1%, from $2M to $2M.
Which Other plans are similar in size to The Priority Center 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan of Oakland Family Services in MI ($3M, 136 participants).
Which Other plans cover a similar participant headcount to The Priority Center 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is The Avon Company (Puerto Rico) Personal Savings Account Plan in NY (131 participants, N/A 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 330013237.

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.