Other · DOL Form 5500 · 2024

Samaritan House Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
72
Participants Small participant base
39th
Percentile by assets National rank
$60,093
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Samaritan House · Sponsored by Samaritan House · California · Healthcare & Social Assistance

$4M in assets, 72 participants

Samaritan House's Samaritan House reported $4M in total assets and 72 participants in its 2024 DOL Form 5500 filing, ranking in the 39th 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.

  • #7,058 in Healthcare & Social Assistance (16,916 peers)

2024 asset change

Samaritan House surged 33.4% in 2024 ($3M → $4M) for 72 participants.

#7,058
in Healthcare & Social Assistance (16,916 peers)
+33.4%
assets growth YoY

Samaritan House's mid-pack asset rank among Healthcare & Social Assistance and all filers

Samaritan House vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$4,326,669 39th percentile higher than 39% of 123,620 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 2024

Samaritan House among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Samaritan House is a small filing (72 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 237416272 · Samaritan House PY 2024 · Other

Samaritan House · $4M · 72 · 39th

  • EOY $4M
  • EOY 72
  • EOY 39th
  • EOY Other
  • EOY near Mid-South Public Communications Foundation Retirement Plan
  • EOY ind #7058

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 →

Samaritan House in the asset neighbourhood

Center for Family Services, Inc. 403(b) PlanCenter for Family Services, …$4MSamaritan House$4MMid-South Public Communications Foundation Retirement PlanMid-South Public Communicati…$4MOsceola Community Hospital Inc. Tax Deferred Annuity PlanOsceola Community Hospital I…$4MHigh Mowing School, Inc. 403(b) DC PlanHigh Mowing School, Inc. 403…$4M
End-of-year total assets ($M) among Samaritan House and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

2024 asset-move particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$1M
Employer EIN237416272
Plan Effective Date2018-11-01
Filing StatusFILING RECEIVED

Nearby Other Plans in California

Peer Other plans, same state, same plan type, ranked by total assets.

Samaritan House vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Samaritan House, Total assets ($B): 0.004326669 · Participants: 72Samaritan HouseStanford Contributory Retirement Plan, Total assets ($B): 12.568126014 · Participants: 22753Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 7.632419022 · Participants: 54954Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 6.931286515 · Participants: 24152Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 5.246676378 · Participants: 10970Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.81831751 · Participants: 20886University of Southern California Tax-Deferred Annuity Plan
Samaritan House vs. nearby Other plans in California, assets vs. participants
Compare Samaritan House side-by-side with 3 peers →

Samaritan House's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Mid-South Public Communications Foundation Retirement Plan in TN ($4M); by covered participants it is Ford Foundation Retirement Plan in NY (72 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (72 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Samaritan House assets move in 2024? ▼
Samaritan House surged - up 33.4% during 2024, from $3M to $4M. Reported net income was $1M.
Which Other plans are similar in size to Samaritan House? ▼
Among Other plans in other states, the closest by assets is Mid-South Public Communications Foundation Retirement Plan in TN ($4M, 34 participants).
Which Other plans cover a similar participant headcount to Samaritan House? ▼
Among Other plans in other states, the closest by covered participants is Ford Foundation Retirement Plan in NY (72 participants, $298M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 237416272.

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.