Other · DOL Form 5500 · 2023
Reading Partners Retirement Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 216
- Participants Below avg headcount
- 47th
- Percentile by assets National rank
- $26,492
- Avg per participant Low balance/head
Official DOL plan name: Reading Partners 403(b) Plan · Sponsored by Reading Partners · California · Other Services
$6M in assets, 216 participants
Reading Partners's Reading Partners 403(b) Plan reported $6M in total assets and 216 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.
- #5,319 in Other Services (7,857 peers)
Coverage in California
Reading Partners 403(b) Plan covers 216 participants in California, about 34% of the average California filer (state average ~630 per filing). Assets: $6M.
- #5,319
- in Other Services (7,857 peers)
- +39.4%
- assets growth YoY
Reading Partners 403(b) Plan's mid-pack asset rank among Other Services and all filers
Reading Partners 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$5,722,298 47th percentile higher than 47% 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
Reading Partners 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. Reading Partners 403(b) Plan sits mid-pack in the medium band (216 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Reading Partners 403(b) Plan reported net income rose from $974K in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Reading Partners 403(b) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Reading Partners 403(b) Plan reported participants rose from 194 in the plan year 2022 filing to 216 in the plan year 2023 filing.
DOL schedule card
Filing strip 770568469 · Reading Partners PY 2023 · Other
Reading Partners 403(b) Plan · $6M · 216 · 47th
- 5500 $6M
- ASSETS 216
- PCT 47th
- EIN Other
- RANK near Frederick Mennonite Community 403(b) Retirement Plan
- PHOTO ind #5319
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 →
Reading Partners 403(b) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $2M |
| Employer EIN | 770568469 |
| Plan Effective Date | 2003-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Reading Partners)
Sponsor-wide plan assets over time
All Reading Partners plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 95.88700855612707% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 194 | $4M |
| 2023 | 1 | 216 | $6M |
| 2024 | 1 | 197 | $8M |
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
Reading Partners 403(b) Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Frederick Mennonite Community 403(b) Retirement Plan in PA ($6M); by covered participants it is Galloway Ridge 403(b) Plan in NC (216 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (216 participants); asset peers above are excluded.
- Galloway Ridge 403(b) Plan (NC) 216 · 0 off
- Ezra Medical Center 403(b) Retirement Plan (NY) 216 · 0 off
- 403(b) Thrift Plan of the Children's Center of Wayne County, Inc. (MI) 216 · 0 off
- The Rochester School of the Holy Childhood, Inc. 4 (NY) 216 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.