Other · DOL Form 5500 · 2023

Special Service for Groups, Inc. Retirement Plan

Data updated 2026-08-25

$63M
Total assets Below avg plan size: 1,946
Participants Near avg headcount: 88th
Percentile by assets National rank: $32,246
Avg per participant Low balance/head

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Official DOL plan name: 403(b) Thrift Plan for Employees of Special Service for Groups, Inc. · Sponsored by Special Service for Groups, Inc. · California · Healthcare & Social Assistance

$63M in assets, 1,946 participants

Special Service for Groups, Inc.'s 403(b) Thrift Plan for Employees of Special Service for Groups, Inc. reported $63M in total assets and 1,946 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

#15,830 in Healthcare & Social Assistance (17,684 peers)

Coverage in California

403(b) Thrift Plan for Employees of Special Service for Groups, Inc. covers 1,946 participants in California, 3.1x the typical California plan (state average ~630 per filing). Assets: $63M.

#15,830
in Healthcare & Social Assistance (17,684 peers): +26.2%
assets growth YoY: 0.6×
vs typical plan assets (national mean)

403(b) Thrift Plan for Employees of Special Service for Groups, Inc.'s outsized position by total assets

403(b) Thrift Plan for Employees of Special Service for Groups, Inc. vs every filed plan by assets

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

$62,751,409 Top 12% higher than 88% 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

403(b) Thrift Plan for Employees of Special Service for Groups, Inc.'s large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 403(b) Thrift Plan for Employees of Special Service for Groups, Inc. lands in the large band (1,946 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

403(b) Thrift Plan for Employees of Special Service for Groups, Inc. reported net income rose from $10M in the plan year 2022 filing to $13M in the plan year 2023 filing.
403(b) Thrift Plan for Employees of Special Service for Groups, Inc. end-of-year assets rose from $50M in the plan year 2022 filing to $63M in the plan year 2023 filing.
403(b) Thrift Plan for Employees of Special Service for Groups, Inc. reported participants rose from 1,753 in the plan year 2022 filing to 1,946 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 951716914 · Special Service for Groups, Inc. PY 2023 · Other

403(b) Thrift Plan for Employees of Special Service for Groups, Inc. · $63M · 1,946 · 88th

NET $63M
NET 1,946
NET 88th
NET Other
NET near Austin College Retirement Plan
NET ind #15830

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 →

End-of-year total assets ($M) among 403(b) Thrift Plan for Employees of Special Service for Groups, Inc. and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)	$50M
Net Assets (End of Year)	$63M
Net Income	$13M
Employer EIN	951716914
Plan Effective Date	2013-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Special Service for Groups, Inc.)

Latest sponsor-wide plan assets: $104M 39.18931774829396% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	2	1,919	$75M
2023	2	2,104	$90M
2024	2	2,643	$104M

Nearby Other Plans in California

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

403(b) Thrift Plan for Employees of Special Service for Groups, Inc. vs. nearby Other plans in California, assets vs. participants

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

Compare 403(b) Thrift Plan for Employees of Special Service for Groups, Inc. side-by-side with 3 peers →

403(b) Thrift Plan for Employees of Special Service for Groups, Inc.'s out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Austin College Retirement Plan in TX ($63M); by covered participants it is Elwyn Defined Contribution 403(b) Plan in PA (1,951 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($63M here).

Austin College Retirement Plan (TX) $63M · 309
Episcopal School of Dallas 403(b) Amended and Restated Defined Contribution Plan (TX) $63M · 115
Legacy Community Health Services, Inc. 403(b) Plan (TX) $63M · 1,616
Trinity Episcopal School Corporation Tax Deferred Annuity Plan (NY) $63M · 260

Similar participant headcount

Nearest other-state filings by covered participants (1,946 participants); asset peers above are excluded.

Elwyn Defined Contribution 403(b) Plan (PA) 1,951 · 5 off
Boulder Community Health 403(b) Plan (CO) 1,952 · 6 off
The Northwest Hospital Center, Inc. 403b Matching Retirement Plan (MD) 1,935 · 11 off
St. Peter's Hospital 403(b) Tax Deferred Savings Plan (MT) 1,934 · 12 off

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 403(b) Thrift Plan for Employees of Special Service for Groups, Inc. assets move in 2023? ▼

403(b) Thrift Plan for Employees of Special Service for Groups, Inc. grew sharply - up 26.2% during 2023, from $50M to $63M. Reported net income was $13M.

How have Special Service for Groups, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Special Service for Groups, Inc.'s sponsor-wide assets grew 39.2%, from $75M to $104M.

Where does 403(b) Thrift Plan for Employees of Special Service for Groups, Inc. rank by assets among Form 5500 filers? ▼

403(b) Thrift Plan for Employees of Special Service for Groups, Inc. ranks in the 88th 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 403(b) Thrift Plan for Employees of Special Service for Groups, Inc.? ▼

Among Other plans in other states, the closest by assets is Austin College Retirement Plan in TX ($63M, 309 participants).

Which Other plans cover a similar participant headcount to 403(b) Thrift Plan for Employees of Special Service for Groups, Inc.? ▼

Among Other plans in other states, the closest by covered participants is Elwyn Defined Contribution 403(b) Plan in PA (1,951 participants, $58M 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 951716914.