Other · DOL Form 5500 · 2024
ABILITYFIRST Retirement Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 434
- Participants Below avg headcount
- 68th
- Percentile by assets National rank
- $40,345
- Avg per participant Low balance/head
Official DOL plan name: Abilityfirst Defined Contribution Plan · Sponsored by ABILITYFIRST · California · Healthcare & Social Assistance
$18M in assets, 434 participants
ABILITYFIRST's Abilityfirst Defined Contribution Plan reported $18M in total assets and 434 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.
- #12,269 in Healthcare & Social Assistance (16,916 peers)
ABILITYFIRST multi-year trail
ABILITYFIRST's plans moved +24.1% in assets from 2022 to 2024; this filing shows Abilityfirst Defined Contribution Plan at $18M / 434 participants.
- #12,269
- in Healthcare & Social Assistance (16,916 peers)
- +6.0%
- assets growth YoY
Abilityfirst Defined Contribution Plan's outsized position by total assets
Abilityfirst Defined Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$17,509,700 Top 32% higher than 68% 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
Abilityfirst Defined Contribution 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. Abilityfirst Defined Contribution Plan sits mid-pack in the medium band (434 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Abilityfirst Defined Contribution Plan reported net income fell from $2M in the plan year 2023 filing to $990K in the plan year 2024 filing.
- Abilityfirst Defined Contribution Plan reported participants rose from 282 in the plan year 2023 filing to 434 in the plan year 2024 filing.
- Abilityfirst Defined Contribution Plan end-of-year assets rose from $17M in the plan year 2023 filing to $18M in the plan year 2024 filing.
DOL schedule card
Filing strip 951690983 · ABILITYFIRST PY 2024 · Other
Abilityfirst Defined Contribution Plan · $18M · 434 · 68th
- EBSA $18M
- PART 434
- TYPE 68th
- NET Other
- BOOK near Seacoast Mental Health Center, Inc. Tax-Deferred Annuity Savings Plan
- VS-ST ind #12269
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 →
Abilityfirst Defined Contribution Plan in the asset neighbourhood
ABILITYFIRST multi-year asset trail
Sponsor-wide plan assets over time
All ABILITYFIRST plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 24.147842690431233% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 242 | $14M |
| 2023 | 1 | 282 | $17M |
| 2024 | 1 | 434 | $18M |
ABILITYFIRST filing trail (2024)
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | $990K |
| Employer EIN | 951690983 |
| Plan Effective Date | 1999-07-01 |
| 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
Abilityfirst Defined Contribution Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Seacoast Mental Health Center, Inc. Tax-Deferred Annuity Savings Plan in NH ($18M); by covered participants it is Independence Mission Schools 403(b) Plan in PA (434 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
Similar participant headcount
Nearest other-state filings by covered participants (434 participants); asset peers above are excluded.
- Independence Mission Schools 403(b) Plan (PA) 434 · 0 off
- Windward School Retirement Plan (NY) 434 · 0 off
- 403(b) Thrift Plan for Employees of the Hagedorn Little Village School (NY) 434 · 0 off
- Heinzerling Community 403(b) Plan (OH) 433 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.