Other · DOL Form 5500 · 2023
Social Advocates for Youth, San Diego, Inc. Retirement Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 346
- Participants Below avg headcount
- 60th
- Percentile by assets National rank
- $30,537
- Avg per participant Low balance/head
Official DOL plan name: Social Advocates for Youth Retirement Plan · Sponsored by Social Advocates for Youth, San Diego, Inc. · California · Healthcare & Social Assistance
$11M in assets, 346 participants
Social Advocates for Youth, San Diego, Inc.'s Social Advocates for Youth Retirement Plan reported $11M in total assets and 346 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.
- #11,556 in Healthcare & Social Assistance (17,684 peers)
Social Advocates for Youth, San Diego, Inc. multi-year trail
Social Advocates for Youth, San Diego, Inc.'s plans moved +25.2% in assets from 2022 to 2024; this filing shows Social Advocates for Youth Retirement Plan at $11M / 346 participants.
- #11,556
- in Healthcare & Social Assistance (17,684 peers)
- +16.3%
- assets growth YoY
Social Advocates for Youth Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Social Advocates for Youth Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$10,565,769 Top 40% higher than 60% 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
Social Advocates for Youth 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. Social Advocates for Youth Retirement Plan sits mid-pack in the medium band (346 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Social Advocates for Youth Retirement Plan reported net income rose from $790K in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Social Advocates for Youth Retirement Plan reported participants rose from 295 in the plan year 2022 filing to 346 in the plan year 2023 filing.
- Social Advocates for Youth Retirement Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 237107958 · Social Advocates for Youth, San Diego, Inc. PY 2023 · Other
Social Advocates for Youth Retirement Plan · $11M · 346 · 60th
- RANK $11M
- RANK 346
- RANK 60th
- RANK Other
- RANK near The Foundation for Senior Living 403(b) Matching Retirement Plan
- RANK ind #11556
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 →
Social Advocates for Youth Retirement Plan in the asset neighbourhood
Social Advocates for Youth, San Diego, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Social Advocates for Youth, San Diego, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 25.177987519650223% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 295 | $9M |
| 2023 | 1 | 346 | $11M |
| 2024 | 1 | 420 | $11M |
Social Advocates for Youth, San Diego, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $1M |
| Employer EIN | 237107958 |
| Plan Effective Date | 2000-07-01 |
| Filing Status | FILING RECEIVED |
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
Social Advocates for Youth Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is The Foundation for Senior Living 403(b) Matching Retirement Plan in AZ ($11M); by covered participants it is 403(b) Thrift Plan of Gift of Life Michigan in MI (346 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (346 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.