Other · DOL Form 5500 · 2023

Instituto Familiar De La Raza, Inc. Retirement Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
107
Participants Small participant base
62nd
Percentile by assets National rank
$108,682
Avg per participant Below avg balance/head
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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.

  • #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.

#11,895
in Healthcare & Social Assistance (17,684 peers)
+14.2%
assets growth YoY

Instituto Familiar De La Raza Section 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

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

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

Instituto Familiar De La Raza Section 403(b) 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. Instituto Familiar De La Raza Section 403(b) Plan sits mid-pack in the medium band (107 participants).

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.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 942523608 · Instituto Familiar De La Raza, Inc. PY 2023 · Other

Instituto Familiar De La Raza Section 403(b) Plan · $12M · 107 · 62nd

  • SCH $12M
  • SCH 107
  • SCH 62nd
  • SCH Other
  • SCH near Education Success Network, Inc. 403(b) DC Plan
  • SCH ind #11895

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 →

Instituto Familiar De La Raza Section 403(b) Plan in the asset neighbourhood

403(b) Thrift Plan of Comprehensive Community Action, Inc.403(b) Thrift Plan of Compre…$12MInstituto Familiar De La Raza Section 403(b) PlanInstituto Familiar De La Raz…$12MEducation Success Network, Inc. 403(b) DC PlanEducation Success Network, I…$12MNational Ffa Organization 403(b) PlanNational Ffa Organization 40…$12MChristian Retirement Services Inc Tax Deferred Savings & Retirement PlanChristian Retirement Service…$12M
End-of-year total assets ($M) among Instituto Familiar De La Raza Section 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$1M
Employer EIN942523608
Plan Effective Date1995-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Instituto Familiar De La Raza, Inc.)

Sponsor-wide plan assets over time

All Instituto Familiar De La Raza, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 34.128551076779864% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $10.2M $13.7M ▲ +34.1%
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.

Instituto Familiar De La Raza Section 403(b) Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Instituto Familiar De La Raza Section 403(b) Plan, Total assets ($B): 0.011628981 · Participants: 107Instituto Familiar De La Raza Section 403(b) PlanStanford 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
Instituto Familiar De La Raza Section 403(b) Plan vs. nearby Other plans in California, assets vs. participants
Compare Instituto Familiar De La Raza Section 403(b) Plan side-by-side with 3 peers →

Instituto Familiar De La Raza Section 403(b) Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Education Success Network, Inc. 403(b) DC Plan in NY ($12M); by covered participants it is Lawrence School 403(b) Defined Contribution and Tax Deferred Annuity Retirement Plan in OH (107 participants). Same-state nearby plans are listed separately above.

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 Instituto Familiar De La Raza Section 403(b) Plan assets move in 2023? ▼
Instituto Familiar De La Raza Section 403(b) Plan grew at a solid clip - up 14.2% during 2023, from $10M to $12M. Reported net income was $1M.
How have Instituto Familiar De La Raza, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Instituto Familiar De La Raza, Inc.'s sponsor-wide assets grew 34.1%, from $10M to $14M.
Which Other plans are similar in size to Instituto Familiar De La Raza Section 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Education Success Network, Inc. 403(b) DC Plan in NY ($12M, 268 participants).
Which Other plans cover a similar participant headcount to Instituto Familiar De La Raza Section 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Lawrence School 403(b) Defined Contribution and Tax Deferred Annuity Retirement Plan in OH (107 participants, $7M 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 942523608.

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.