Other · DOL Form 5500 · 2022

Carson Valley Childrens Aid Retirement Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
359
Participants Below avg headcount
68th
Percentile by assets National rank
$32,313
Avg per participant Low balance/head
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Official DOL plan name: Carson Valley Childrens Aid 403(b) Plan · Sponsored by Carson Valley Childrens Aid · Pennsylvania · Healthcare & Social Assistance

$12M in assets, 359 participants

Carson Valley Childrens Aid's Carson Valley Childrens Aid 403(b) Plan reported $12M in total assets and 359 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.

  • #14,642 in Healthcare & Social Assistance (20,060 peers)

Coverage in Pennsylvania

Carson Valley Childrens Aid 403(b) Plan covers 359 participants in Pennsylvania, about 44% of the average Pennsylvania filer (state average ~822 per filing). Assets: $12M.

#14,642
in Healthcare & Social Assistance (20,060 peers)
+10.8%
assets growth YoY

Carson Valley Childrens Aid 403(b) Plan's outsized position by total assets

Carson Valley Childrens Aid 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$11,600,276 Top 32% higher than 68% of 139,123 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 2022

Carson Valley Childrens Aid 403(b) Plan among mid-size filed plans by headcount

Plan-year 2022 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 (359 participants).

Published 5500 schedule card

Filing strip 231352623 · Carson Valley Childrens Aid PY 2022 · Other

Carson Valley Childrens Aid 403(b) Plan · $12M · 359 · 68th

  • PCT $12M
  • PCT 359
  • PCT 68th
  • PCT Other
  • PCT near Western Youth Services 403(b) Retirement Savings and Incentive Plan
  • PCT ind #14642

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

Western Youth Services 403(b) Retirement Savings and Incentive PlanWestern Youth Services 403(b…$12MPcc Community Wellness Center 403(b) PlanPcc Community Wellness Cente…$12MChildren's Day School Defined Contribution Retirement PlanChildren's Day School Define…$12MCarson Valley Childrens Aid 403(b) PlanCarson Valley Childrens Aid …$12MEmployee Benefit Plan of the Children S Law CenterEmployee Benefit Plan of the…$12M
End-of-year total assets ($M) among Carson Valley Childrens Aid 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$1M
Employer EIN231352623
Plan Effective Date1986-07-01
Filing StatusFILING 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
$10M$15M$20M$25M$30M 202220232024 $11.6M $21.1M ▲ +82.2%
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.

Carson Valley Childrens Aid 403(b) Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246 Total assets ($B) Participants Carson Valley Childrens Aid 403(b) Plan, Total assets ($B): 0.011600276 · Participants: 359Carson Valley Childrens Aid 403(b) PlanThe University of Pennsylvania Matching Plan, Total assets ($B): 5.530640141 · Participants: 13262The University of Pennsylvania Matching PlanUpmc 403(b) Retirement Savings Plan, Total assets ($B): 3.456020418 · Participants: 75307Upmc 403(b) Retirement Savings PlanThe University of Pennsylvania Health System 403(b) Retirement Savings Plan, Total assets ($B): 2.490968748 · Participants: 39740The University of Pennsylvania Health System 403(b) Retirement Savings PlanCarnegie Mellon University Faculty and Staff Retirement Plan, Total assets ($B): 2.240167169 · Participants: 6166Carnegie Mellon University Faculty and Staff Retirement PlanJefferson Defined Contribution Retirement Plan, Total assets ($B): 2.11120447 · Participants: 14302Jefferson Defined Contribution Retirement Plan
Carson Valley Childrens Aid 403(b) Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare Carson Valley Childrens Aid 403(b) Plan side-by-side with 3 peers →

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 Western Youth Services 403(b) Retirement Savings and Incentive Plan in CA ($12M); by covered participants it is Piedmont University Tax Deferred Retirement Annuity P in GA (359 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (359 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Carson Valley Childrens Aid 403(b) Plan assets move in 2022? ▼
Carson Valley Childrens Aid 403(b) Plan grew at a solid clip - up 10.8% during 2022, from $10M to $12M. Reported net income was $1M.
How have Carson Valley Childrens Aid plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carson Valley Childrens Aid's sponsor-wide assets grew 82.1%, from $12M to $21M.
Which Other plans are similar in size to Carson Valley Childrens Aid 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Western Youth Services 403(b) Retirement Savings and Incentive Plan in CA ($12M, 268 participants).
Which Other plans cover a similar participant headcount to Carson Valley Childrens Aid 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Piedmont University Tax Deferred Retirement Annuity P in GA (359 participants, $40M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 231352623.

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.