401(k) · DOL Form 5500 · 2024
Self Help for the Elderly 401(k) Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 423
- Participants Below avg headcount
- 66th
- Percentile by assets National rank
- $37,473
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan of Self Help for the Elderly · Sponsored by Self Help for the Elderly · California · Healthcare & Social Assistance
$16M in assets, 423 participants
Self Help for the Elderly's 403(b) Thrift Plan of Self Help for the Elderly reported $16M in total assets and 423 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.
- #11,943 in Healthcare & Social Assistance (16,916 peers)
Self Help for the Elderly multi-year trail
Self Help for the Elderly's plans moved +29.4% in assets from 2022 to 2024; this filing shows 403(b) Thrift Plan of Self Help for the Elderly at $16M / 423 participants.
- #11,943
- in Healthcare & Social Assistance (16,916 peers)
- +16.5%
- assets growth YoY
403(b) Thrift Plan of Self Help for the Elderly's mid-pack asset rank among Healthcare & Social Assistance and all filers
403(b) Thrift Plan of Self Help for the Elderly vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$15,851,151 Top 34% higher than 66% 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
403(b) Thrift Plan of Self Help for the Elderly 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. 403(b) Thrift Plan of Self Help for the Elderly sits mid-pack in the medium band (423 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 403(b) Thrift Plan of Self Help for the Elderly reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- 403(b) Thrift Plan of Self Help for the Elderly end-of-year assets rose from $14M in the plan year 2023 filing to $16M in the plan year 2024 filing.
- 403(b) Thrift Plan of Self Help for the Elderly reported participants rose from 391 in the plan year 2023 filing to 423 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 941750717 · Self Help for the Elderly PY 2024 · 401(k)
403(b) Thrift Plan of Self Help for the Elderly · $16M · 423 · 66th
- IND $16M
- IND 423
- IND 66th
- IND 401(k)
- IND near Medical Home Alliance 401(k) Plan
- IND ind #11943
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 →
403(b) Thrift Plan of Self Help for the Elderly in the asset neighbourhood
Self Help for the Elderly multi-year asset trail
Sponsor-wide plan assets over time
All Self Help for the Elderly plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 29.407218373804916% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 382 | $12M |
| 2023 | 1 | 391 | $14M |
| 2024 | 1 | 423 | $16M |
Self Help for the Elderly filing trail (2024)
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $2M |
| Employer EIN | 941750717 |
| Plan Effective Date | 2002-07-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
403(b) Thrift Plan of Self Help for the Elderly's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Medical Home Alliance 401(k) Plan in FL ($16M); by covered participants it is Sioux Center Health 401(k) Plan in IA (423 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
- Medical Home Alliance 401(k) Plan (FL) $16M · 412
- Tec Building Systems LLC 401(k) Profit Sharing Plan & Trust (NY) $16M · 108
- Silver Spur Ranches 401(k) Plan (WY) $16M · 150
- The Mather Group 401(k) Plan (IL) $16M · 163
Similar participant headcount
Nearest other-state filings by covered participants (423 participants); asset peers above are excluded.
- Sioux Center Health 401(k) Plan (IA) 423 · 0 off
- Ih Mississippi Valley Credit Union 401(k) Plan & Trust (IL) 423 · 0 off
- Kalman & Company, Inc. Employees Savings & Trust (VA) 423 · 0 off
- Penske Vehicle Services, Inc. 401(k) Plan (MI) 423 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.