Other · DOL Form 5500 · 2023

T. E. R. I., Inc. Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
564
Participants Below avg headcount
38th
Percentile by assets National rank
$6,243
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan of T. E. R. I., Inc. · Sponsored by T. E. R. I., Inc. · California · Healthcare & Social Assistance

$4M in assets, 564 participants

T. E. R. I., Inc.'s 403(b) Thrift Plan of T. E. R. I., Inc. reported $4M in total assets and 564 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #7,075 in Healthcare & Social Assistance (17,684 peers)

T. E. R. I., Inc. multi-year trail

T. E. R. I., Inc.'s plans moved +45.7% in assets from 2022 to 2024; this filing shows 403(b) Thrift Plan of T. E. R. I., Inc. at $4M / 564 participants.

#7,075
in Healthcare & Social Assistance (17,684 peers)
+20.5%
assets growth YoY

403(b) Thrift Plan of T. E. R. I., Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers

403(b) Thrift Plan of T. E. R. I., Inc. vs every filed plan by assets

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

$3,521,181 38th percentile higher than 38% 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

403(b) Thrift Plan of T. E. R. I., Inc. 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. 403(b) Thrift Plan of T. E. R. I., Inc. sits mid-pack in the medium band (564 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 403(b) Thrift Plan of T. E. R. I., Inc. end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • 403(b) Thrift Plan of T. E. R. I., Inc. reported participants rose from 471 in the plan year 2022 filing to 564 in the plan year 2023 filing.
  • 403(b) Thrift Plan of T. E. R. I., Inc. reported net income rose from $560K in the plan year 2022 filing to $599K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 953532129 · T. E. R. I., Inc. PY 2023 · Other

403(b) Thrift Plan of T. E. R. I., Inc. · $4M · 564 · 38th

  • PHOTO $4M
  • PHOTO 564
  • PHOTO 38th
  • PHOTO Other
  • PHOTO near Presbyterian Hospitality House, Inc.
  • PHOTO ind #7075

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 →

403(b) Thrift Plan of T. E. R. I., Inc. in the asset neighbourhood

403(b) Thrift Plan of T. E. R. I., Inc.403(b) Thrift Plan of T. E. …$4MPresbyterian Hospitality House, Inc.Presbyterian Hospitality Hou…$4MAlliance Healthcare Services Employee RetirementAlliance Healthcare Services…$4MSarah Seneca Residential Services, Inc 401(k) Profit Sharing PlanSarah Seneca Residential Ser…$4MGalloway Ridge 403(b) Plan$4M
End-of-year total assets ($M) among 403(b) Thrift Plan of T. E. R. I., Inc. and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

T. E. R. I., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All T. E. R. I., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 45.74446531340865% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.92M $4.26M ▲ +45.9%
Year Plans Participants Total Assets
2022 1 471 $3M
2023 1 564 $4M
2024 1 651 $4M

T. E. R. I., Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$599K
Employer EIN953532129
Plan Effective Date2008-07-01
Filing StatusFILING RECEIVED

Nearby Other Plans in California

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

403(b) Thrift Plan of T. E. R. I., Inc. vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants 403(b) Thrift Plan of T. E. R. I., Inc., Total assets ($B): 0.003521181 · Participants: 564403(b) Thrift Plan of T. E. R. I., Inc.Stanford 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
403(b) Thrift Plan of T. E. R. I., Inc. vs. nearby Other plans in California, assets vs. participants
Compare 403(b) Thrift Plan of T. E. R. I., Inc. side-by-side with 3 peers →

403(b) Thrift Plan of T. E. R. I., Inc.'s out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Presbyterian Hospitality House, Inc. in AK ($4M); by covered participants it is Xavier University of Louisiana Defined Contribution Retirement Plan in LA (564 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (564 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 403(b) Thrift Plan of T. E. R. I., Inc. assets move in 2023? ▼
403(b) Thrift Plan of T. E. R. I., Inc. grew sharply - up 20.5% during 2023, from $3M to $4M. Reported net income was $599K.
How have T. E. R. I., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), T. E. R. I., Inc.'s sponsor-wide assets grew 45.7%, from $3M to $4M.
Which Other plans are similar in size to 403(b) Thrift Plan of T. E. R. I., Inc.? ▼
Among Other plans in other states, the closest by assets is Presbyterian Hospitality House, Inc. in AK ($4M, 31 participants).
Which Other plans cover a similar participant headcount to 403(b) Thrift Plan of T. E. R. I., Inc.? ▼
Among Other plans in other states, the closest by covered participants is Xavier University of Louisiana Defined Contribution Retirement Plan in LA (564 participants, $129M 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 953532129.

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.