Other · DOL Form 5500 · 2024
Carson Valley Childrens Aid Retirement Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 410
- Participants Below avg headcount
- 57th
- Percentile by assets National rank
- $25,533
- Avg per participant Low balance/head
Official DOL plan name: Carson Valley Childrens Aid 403(b) Plan · Sponsored by Carson Valley Childrens Aid · Pennsylvania · Healthcare & Social Assistance
$10M in assets, 410 participants
Carson Valley Childrens Aid's Carson Valley Childrens Aid 403(b) Plan reported $10M in total assets and 410 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.
- #10,514 in Healthcare & Social Assistance (16,916 peers)
Coverage in Pennsylvania
Carson Valley Childrens Aid 403(b) Plan covers 410 participants in Pennsylvania, about 50% of the average Pennsylvania filer (state average ~822 per filing). Assets: $10M.
- #10,514
- in Healthcare & Social Assistance (16,916 peers)
- -11.0%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Carson Valley Childrens Aid 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Carson Valley Childrens Aid 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$10,468,614 Top 43% higher than 57% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Carson Valley Childrens Aid 403(b) Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carson Valley Childrens Aid 403(b) Plan sits mid-pack in the medium band (410 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Carson Valley Childrens Aid 403(b) Plan reported net income fell from $1M in the plan year 2023 filing to -$1M in the plan year 2024 filing.
- Carson Valley Childrens Aid 403(b) Plan reported participants rose from 311 in the plan year 2023 filing to 410 in the plan year 2024 filing.
- Carson Valley Childrens Aid 403(b) Plan end-of-year assets fell from $13M in the plan year 2023 filing to $10M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 231352623 · Carson Valley Childrens Aid PY 2024 · Other
Carson Valley Childrens Aid 403(b) Plan · $10M · 410 · 57th
- EIN $10M
- RANK 410
- PHOTO 57th
- IND Other
- EOY near League School for Autism 403(b) Plan
- 5500 ind #10514
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 Pennsylvania →
Carson Valley Childrens Aid 403(b) Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | -$1M |
| Employer EIN | 231352623 |
| Plan Effective Date | 1986-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carson Valley Childrens Aid)
Sponsor-wide plan assets over time
All Carson Valley Childrens Aid plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 82.11980473568042% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 359 | $12M |
| 2023 | 2 | 712 | $25M |
| 2024 | 2 | 696 | $21M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $7.0B · 22,110
- Upmc 403(b) Retirement Savings Plan $4.7B · 78,872
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.6B · 43,405
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.8B · 6,772
- Jefferson Defined Contribution Retirement Plan $2.8B · 17,497
Carson Valley Childrens Aid 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is League School for Autism 403(b) Plan in MA ($10M); by covered participants it is Alliance Healthcare Services Employee Retirement in TN (410 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
- League School for Autism 403(b) Plan (MA) $10M · 171
- Maryvale Preparatory School Retirement Plan (MD) $10M · 150
- Jones Memorial Hospital Defined Contribution 403(b) Plan (NY) $10M · 476
- Vpchc 403b Plan (IN) $10M · 250
Similar participant headcount
Nearest other-state filings by covered participants (410 participants); asset peers above are excluded.
- Alliance Healthcare Services Employee Retirement (TN) 410 · 0 off
- Regis College DC Retirement Plan (MA) 410 · 0 off
- Versiti 403(b) Retirement Plan (WI) 410 · 0 off
- 403(b) Thrift Plan of Fund for Public Health in New York, Inc. (NY) 410 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.