Other · DOL Form 5500 · 2023
Instituto Familiar De La Raza, Inc. Retirement Plan
Data updated 2026-08-11
- $12M
- Total assets
- 107
- Participants
- 62nd
- Percentile by assets
- $108,682
- Avg per participant
Official DOL plan name: Instituto Familiar De La Raza Section 403(b) Plan · Sponsored by Instituto Familiar De La Raza, Inc. · California · Healthcare & Social Assistance
$12M in assets, 107 participants
Instituto Familiar De La Raza, Inc.'s Instituto Familiar De La Raza Section 403(b) Plan reported $12M in total assets and 107 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.
- 62nd percentile by assets (of 127,072 plans)
- #11,895 in Healthcare & Social Assistance (17,684 peers)
Coverage in California
Instituto Familiar De La Raza Section 403(b) Plan covers 107 participants in California, about 17% of the average California filer (state average ~630 per filing). Assets: $12M.
- $12M
- total plan assets (2023 EOY)
- 107
- covered participants
- 62nd
- percentile by assets (of 127,072 plans)
- $108,682
- avg assets per participant
Where Instituto Familiar De La Raza Section 403(b) Plan sits by total assets
Instituto Familiar De La Raza Section 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$11,628,981 Top 38% higher than 62% 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
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Instituto Familiar De La Raza Section 403(b) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
- Instituto Familiar De La Raza Section 403(b) Plan reported participants fell from 111 in the plan year 2022 filing to 107 in the plan year 2023 filing.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Instituto Familiar De La Raza Section 403(b) Plan reports 107 participants - about 17% of that state average ($12M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $1M |
| Employer EIN | 942523608 |
| Plan Effective Date | 1995-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Instituto Familiar De La Raza, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 111 | $10M |
| 2023 | 1 | 107 | $12M |
| 2024 | 1 | 84 | $14M |
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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Instituto Familiar De La Raza Section 403(b) Plan by total assets, not by location.
Frequently Asked Questions
How did Instituto Familiar De La Raza Section 403(b) Plan assets move in 2023? ▼
How have Instituto Familiar De La Raza, Inc. plan assets changed over time? ▼
Which Other plans are similar in size to Instituto Familiar De La Raza Section 403(b) Plan? ▼
Next read for Instituto Familiar De La Raza Section 40…
Filing takeaways
Ways to act on Instituto Familiar De La Raza Section 403(b) Plan's numbers.
- By total assets, Instituto Familiar De La Raza Section 403(b) Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in California. Compare plans
- Instituto Familiar De La Raza, Inc.'s sponsor-wide assets have grown 34.1% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans