Money Purchase · DOL Form 5500 · 2023
Children's Institute, Inc. Money Purchase Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 249
- Participants Below avg headcount
- 35th
- Percentile by assets National rank
- $11,706
- Avg per participant Low balance/head
Official DOL plan name: Children's Institute, Inc. Retirement Plan · Sponsored by Children's Institute, Inc. · California · Healthcare & Social Assistance
$3M in assets, 249 participants
Children's Institute, Inc.'s Children's Institute, Inc. Retirement Plan reported $3M in total assets and 249 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.
- #6,384 in Healthcare & Social Assistance (17,684 peers)
Coverage in California
Children's Institute, Inc. Retirement Plan covers 249 participants in California, about 40% of the average California filer (state average ~630 per filing). Assets: $3M.
- #6,384
- in Healthcare & Social Assistance (17,684 peers)
- -25.6%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Children's Institute, Inc. Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Children's Institute, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,914,823 35th percentile higher than 35% 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
Children's Institute, Inc. Retirement 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. Children's Institute, Inc. Retirement Plan sits mid-pack in the medium band (249 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Children's Institute, Inc. Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to -$1M in the plan year 2023 filing.
- Children's Institute, Inc. Retirement Plan end-of-year assets fell from $4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Children's Institute, Inc. Retirement Plan reported participants rose from N/A in the plan year 2022 filing to 249 in the plan year 2023 filing.
DOL schedule card
Filing strip 951641424 · Children's Institute, Inc. PY 2023 · Money Purchase
Children's Institute, Inc. Retirement Plan · $3M · 249 · 35th
- RANK $3M
- RANK 249
- RANK 35th
- RANK Money Purchase
- RANK near Saleem M Mir, Part Qrp Psp Saleem M Mir, Part Qrp Mpp Saleem M. Mir IRA Contributory
- RANK ind #6384
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 →
Children's Institute, Inc. Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$1M |
| Employer EIN | 951641424 |
| Plan Effective Date | 1987-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Children's Institute, Inc.)
Sponsor-wide plan assets over time
All Children's Institute, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $42M 39.56551500262315% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 884 | $30M |
| 2023 | 2 | 1,165 | $36M |
| 2024 | 2 | 819 | $42M |
Nearby Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $7.0B · 18,060
- Kaiser Permanente Supplemental Savings and Retirement Plan $5.1B · 36,330
- University of Southern California Defined Contribution Retirement Plan $4.4B · 20,136
- Carpenters Annuity Trust Fund for Northern California $3.3B · 25,961
- Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan $2.2B · 23,168
Children's Institute, Inc. Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is Saleem M Mir, Part Qrp Psp Saleem M Mir, Part Qrp Mpp Saleem M. Mir IRA Contributory in NY ($3M); by covered participants it is Mdrc Pension Plan in NY (249 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
- Saleem M Mir, Part Qrp Psp Saleem M Mir, Part Qrp Mpp Saleem M. Mir IRA Contributory (NY) $3M · 2
- Swartz Taliaferro Swartz and Goodove PC Money Purchase Pension Plan (VA) $3M · 13
- Douglas a Hock Dds Ms PC Money Purchase Pension Plan (MI) $3M · 5
- Rural Health Resources of Jackson County Inc. Dba Holton Community Hospital Employees Pension Plan (KS) $3M · 76
Similar participant headcount
Nearest other-state filings by covered participants (249 participants); asset peers above are excluded.
- Mdrc Pension Plan (NY) 249 · 0 off
- Fidelity Money Purchase Plan (IA) 249 · 0 off
- Delta Dental of Missouri Money Purchase Pension Plan (MO) 249 · 0 off
- University of Maryland Physicians, P.a. Money Purchase Pension Plan and Trust (MD) 249 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.