Other · DOL Form 5500 · 2024

Hughson Samaritan Village Retirement Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets: 157
Participants Small participant base: 26th
Percentile by assets National rank: $8,701
Avg per participant Low balance/head

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Official DOL plan name: Hughson Samaritan Village 403(b) Plan · Sponsored by Hughson Samaritan Village · California · Healthcare & Social Assistance

$1M in assets, 157 participants

Hughson Samaritan Village's Hughson Samaritan Village 403(b) Plan reported $1M in total assets and 157 participants in its 2024 DOL Form 5500 filing, ranking in the 26th 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.

#3,770 in Healthcare & Social Assistance (16,916 peers)

Coverage in California

Hughson Samaritan Village 403(b) Plan covers 157 participants in California, about 25% of the average California filer (state average ~630 per filing). Assets: $1M.

#3,770
in Healthcare & Social Assistance (16,916 peers): +5.1%
assets growth YoY

Hughson Samaritan Village 403(b) Plan among the smaller filed plans by assets

Hughson Samaritan Village 403(b) Plan vs every filed plan by assets

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

$1,366,135 26th percentile higher than 26% 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

Hughson Samaritan Village 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. Hughson Samaritan Village 403(b) Plan sits mid-pack in the medium band (157 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Hughson Samaritan Village 403(b) Plan reported net income fell from $254K in the plan year 2023 filing to $67K in the plan year 2024 filing.
Hughson Samaritan Village 403(b) Plan end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 460469127 · Hughson Samaritan Village PY 2024 · Other

Hughson Samaritan Village 403(b) Plan · $1M · 157 · 26th

EIN $1M
EIN 157
EIN 26th
EIN Other
EIN near Trinity Services Inc. 403b Plan
EIN ind #3770

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 →

End-of-year total assets ($M) among Hughson Samaritan Village 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)	$1M
Net Assets (End of Year)	$1M
Net Income	$67K
Employer EIN	460469127
Plan Effective Date	2003-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Hughson Samaritan Village)

Latest sponsor-wide plan assets: $1M 30.706481960747915% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	135	$1M
2023	1	158	$1M
2024	1	157	$1M

Nearby Other Plans in California

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

Hughson Samaritan Village 403(b) Plan vs. nearby Other plans in California, assets vs. participants

Stanford Contributory Retirement Plan $12.6B · 22,753
Sutter Health 403(b) Savings Plan $7.6B · 54,954
Stanford Health Care Retirement Savings Plan $6.9B · 24,152
Caltech Base Retirement Plan $5.2B · 10,970
University of Southern California Tax-Deferred Annuity Plan $4.8B · 20,886

Compare Hughson Samaritan Village 403(b) Plan side-by-side with 3 peers →

Hughson Samaritan Village 403(b) Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Trinity Services Inc. 403b Plan in IL ($1M); by covered participants it is 403(b) Thrift Plan of Congregation of the Daughters of Divine Charity, Inc. in NY (157 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Trinity Services Inc. 403b Plan (IL) $1M · 1,234
Catholic Charities of the Diocese of Pittsburgh 403(b) Retirement Plan (PA) $1M · 90
Center for Community Action 403(b) Plan (PA) $1M · 121
Friends of Boca Grande Community Center 403b Plan (FL) $1M · 8

Similar participant headcount

Nearest other-state filings by covered participants (157 participants); asset peers above are excluded.

403(b) Thrift Plan of Congregation of the Daughters of Divine Charity, Inc. (NY) 157 · 0 off
Training Education and Manpower, Inc. Retirement Plan (CT) 157 · 0 off
Eversight 403(b) DC Plan (MI) 157 · 0 off
Ibero-American Action League, Inc. 403(b) Retirement Plan (NY) 157 · 0 off

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 Hughson Samaritan Village 403(b) Plan assets move in 2024? ▼

Hughson Samaritan Village 403(b) Plan grew at a solid clip - up 5.1% during 2024, from $1M to $1M. Reported net income was $67K.

How have Hughson Samaritan Village plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Hughson Samaritan Village's sponsor-wide assets grew 30.7%, from $1M to $1M.

Which Other plans are similar in size to Hughson Samaritan Village 403(b) Plan? ▼

Among Other plans in other states, the closest by assets is Trinity Services Inc. 403b Plan in IL ($1M, 1,234 participants).

Which Other plans cover a similar participant headcount to Hughson Samaritan Village 403(b) Plan? ▼

Among Other plans in other states, the closest by covered participants is 403(b) Thrift Plan of Congregation of the Daughters of Divine Charity, Inc. in NY (157 participants, $9M 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 460469127.