Other · DOL Form 5500 · 2024
Carmel Valley Manor Retirement Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 145
- Participants Small participant base
- 52nd
- Percentile by assets National rank
- $58,218
- Avg per participant Low balance/head
Official DOL plan name: Carmel Valley Manor 403(b)(7) Plan · Sponsored by Carmel Valley Manor · California · Healthcare & Social Assistance
$8M in assets, 145 participants
Carmel Valley Manor's Carmel Valley Manor 403(b)(7) Plan reported $8M in total assets and 145 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.
- #9,699 in Healthcare & Social Assistance (16,916 peers)
Coverage in California
Carmel Valley Manor 403(b)(7) Plan covers 145 participants in California, about 23% of the average California filer (state average ~630 per filing). Assets: $8M.
- #9,699
- in Healthcare & Social Assistance (16,916 peers)
- +12.6%
- assets growth YoY
Carmel Valley Manor 403(b)(7) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Carmel Valley Manor 403(b)(7) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$8,441,629 Top 48% higher than 52% 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
Carmel Valley Manor 403(b)(7) 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. Carmel Valley Manor 403(b)(7) Plan sits mid-pack in the medium band (145 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Carmel Valley Manor 403(b)(7) Plan reported net income fell from $1M in the plan year 2023 filing to $944K in the plan year 2024 filing.
- Carmel Valley Manor 403(b)(7) Plan end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- Carmel Valley Manor 403(b)(7) Plan reported participants rose from 143 in the plan year 2023 filing to 145 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 946050476 · Carmel Valley Manor PY 2024 · Other
Carmel Valley Manor 403(b)(7) Plan · $8M · 145 · 52nd
- BOOK $8M
- BOOK 145
- BOOK 52nd
- BOOK Other
- BOOK near Mount Pisgah Christian School 403(b) Plan and Trust
- BOOK ind #9699
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 →
Carmel Valley Manor 403(b)(7) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $944K |
| Employer EIN | 946050476 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carmel Valley Manor)
Sponsor-wide plan assets over time
All Carmel Valley Manor plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 35.915831525228775% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 152 | $6M |
| 2023 | 1 | 143 | $7M |
| 2024 | 1 | 145 | $8M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- 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
Carmel Valley Manor 403(b)(7) Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Mount Pisgah Christian School 403(b) Plan and Trust in GA ($8M); by covered participants it is Northeast College of Health Sciences Retirement Plan in NY (145 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (145 participants); asset peers above are excluded.
- Northeast College of Health Sciences Retirement Plan (NY) 145 · 0 off
- Houghton University Defined Contribution Plan (NY) 145 · 0 off
- Porters Neck Village Retirement Program (NC) 145 · 0 off
- Faith Academy of Mobile Inc. 403b Plan (AL) 145 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.