Other · DOL Form 5500 · 2023

Orange County Head Start Inc Retirement Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
312
Participants Below avg headcount
78th
Percentile by assets National rank
$88,759
Avg per participant Below avg balance/head
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Official DOL plan name: Orange County Head Start Inc Retirement Saving Plan · Sponsored by Orange County Head Start Inc · California · Other Services

$28M in assets, 312 participants

Orange County Head Start Inc's Orange County Head Start Inc Retirement Saving Plan reported $28M in total assets and 312 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #6,989 in Other Services (7,857 peers)

Coverage in California

Orange County Head Start Inc Retirement Saving Plan covers 312 participants in California, about 50% of the average California filer (state average ~630 per filing). Assets: $28M.

#6,989
in Other Services (7,857 peers)
+9.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Orange County Head Start Inc Retirement Saving Plan's outsized position by total assets

Orange County Head Start Inc Retirement Saving Plan vs every filed plan by assets

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

$27,692,846 Top 22% higher than 78% 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

Orange County Head Start Inc Retirement Saving 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. Orange County Head Start Inc Retirement Saving Plan sits mid-pack in the medium band (312 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Orange County Head Start Inc Retirement Saving Plan reported net income rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Orange County Head Start Inc Retirement Saving Plan reported participants fell from 396 in the plan year 2022 filing to 312 in the plan year 2023 filing.
  • Orange County Head Start Inc Retirement Saving Plan end-of-year assets rose from $25M in the plan year 2022 filing to $28M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 953411088 · Orange County Head Start Inc PY 2023 · Other

Orange County Head Start Inc Retirement Saving Plan · $28M · 312 · 78th

  • BOY $28M
  • BOY 312
  • BOY 78th
  • BOY Other
  • BOY near Tax Sheltered Annuity Plan of Denver Zoological Foundation
  • BOY ind #6989

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 →

Orange County Head Start Inc Retirement Saving Plan in the asset neighbourhood

Honorbridge Retirement Plan$28MMiami Jewish Health Systems Retirement PlanMiami Jewish Health Systems …$28MTax Sheltered Annuity Plan of Denver Zoological FoundationTax Sheltered Annuity Plan o…$28MOrange County Head Start Inc Retirement Saving PlanOrange County Head Start Inc…$28MHudson Hospital, Inc. 403(b) PlanHudson Hospital, Inc. 403(b)…$28M
End-of-year total assets ($M) among Orange County Head Start Inc Retirement Saving Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$28M
Net Income$2M
Employer EIN953411088
Plan Effective Date1997-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Orange County Head Start Inc)

Sponsor-wide plan assets over time

All Orange County Head Start Inc plans reported in each filing year

Latest sponsor-wide plan assets
$32M 24.27973067342905% vs 2022
2024 filing year
$24M$26M$28M$30M$32M$34M 202220232024 $25.4M $31.6M ▲ +24.3%
Year Plans Participants Total Assets
2022 1 396 $25M
2023 1 312 $28M
2024 1 341 $32M

Nearby Other Plans in California

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

Orange County Head Start Inc Retirement Saving Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Orange County Head Start Inc Retirement Saving Plan, Total assets ($B): 0.027692846 · Participants: 312Orange County Head Start Inc Retirement Saving 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
Orange County Head Start Inc Retirement Saving Plan vs. nearby Other plans in California, assets vs. participants
Compare Orange County Head Start Inc Retirement Saving Plan side-by-side with 3 peers →

Orange County Head Start Inc Retirement Saving Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Tax Sheltered Annuity Plan of Denver Zoological Foundation in CO ($28M); by covered participants it is The Pines at Davidson, Inc. 403(b) Plan in NC (312 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($28M here).

Similar participant headcount

Nearest other-state filings by covered participants (312 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 Orange County Head Start Inc Retirement Saving Plan assets move in 2023? ▼
Orange County Head Start Inc Retirement Saving Plan grew at a solid clip - up 9.1% during 2023, from $25M to $28M. Reported net income was $2M.
How have Orange County Head Start Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Orange County Head Start Inc's sponsor-wide assets grew 24.3%, from $25M to $32M.
Where does Orange County Head Start Inc Retirement Saving Plan rank by assets among Form 5500 filers? ▼
Orange County Head Start Inc Retirement Saving Plan ranks in the 78th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Orange County Head Start Inc Retirement Saving Plan? ▼
Among Other plans in other states, the closest by assets is Tax Sheltered Annuity Plan of Denver Zoological Foundation in CO ($28M, 554 participants).
Which Other plans cover a similar participant headcount to Orange County Head Start Inc Retirement Saving Plan? ▼
Among Other plans in other states, the closest by covered participants is The Pines at Davidson, Inc. 403(b) Plan in NC (312 participants, $9M 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 953411088.

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.