Other · DOL Form 5500 · 2024
Sacramento Valley Conservancy Retirement Plan
Data updated 2026-08-25
- $548K
- Total assets Small plan by assets
- 9
- Participants Small participant base
- 18th
- Percentile by assets National rank
- $60,882
- Avg per participant Low balance/head
Official DOL plan name: Sacramento Valley Conservancy 403(b) Plan · Sponsored by Sacramento Valley Conservancy · California · Real Estate
$548K in assets, 9 participants
Sacramento Valley Conservancy's Sacramento Valley Conservancy 403(b) Plan reported $548K in total assets and 9 participants in its 2024 DOL Form 5500 filing, ranking in the 18th 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.
- #1,453 in Real Estate (4,605 peers)
Sacramento Valley Conservancy multi-year trail
Sacramento Valley Conservancy's plans moved +49.0% in assets from 2022 to 2024; this filing shows Sacramento Valley Conservancy 403(b) Plan at $548K / 9 participants.
- #1,453
- in Real Estate (4,605 peers)
- +19.2%
- assets growth YoY
Sacramento Valley Conservancy 403(b) Plan among the smaller filed plans by assets
Sacramento Valley Conservancy 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$547,934 18th percentile higher than 18% 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
Sacramento Valley Conservancy 403(b) Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sacramento Valley Conservancy 403(b) Plan is a micro filing (9 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sacramento Valley Conservancy 403(b) Plan end-of-year assets rose from $460K in the plan year 2023 filing to $548K in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 680256214 · Sacramento Valley Conservancy PY 2024 · Other
Sacramento Valley Conservancy 403(b) Plan · $548K · 9 · 18th
- SCH $548K
- EBSA 9
- PART 18th
- TYPE Other
- NET near Msn Air Service
- BOOK ind #1453
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 Real Estate retirement plans → · Plans in California →
Sacramento Valley Conservancy 403(b) Plan in the asset neighbourhood
Sacramento Valley Conservancy multi-year asset trail
Sponsor-wide plan assets over time
All Sacramento Valley Conservancy plans reported in each filing year
- Latest sponsor-wide plan assets
- $548K 49.03401812015003% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 9 | $368K |
| 2023 | 1 | 9 | $460K |
| 2024 | 1 | 9 | $548K |
Sacramento Valley Conservancy filing trail (2024)
| Total Assets (Beginning of Year) | $460K |
|---|---|
| Net Assets (End of Year) | $548K |
| Net Income | $88K |
| Employer EIN | 680256214 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
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
Sacramento Valley Conservancy 403(b) Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Msn Air Service in NY ($550K); by covered participants it is The American Society for Psychical Research Inc in NY (9 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($548K here).
- Msn Air Service (NY) $550K · 213
- Dayspring Homes, Inc. 403(b) Plan (PA) $544K · 65
- Des Moines Habitat for Humanity 403(b) Plan (IA) $553K · 95
- Southern Vermont Area Health Education Center 403b Employer Retirement Plan (VT) $543K · 15
Similar participant headcount
Nearest other-state filings by covered participants (9 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.