401(k) · DOL Form 5500 · 2024

Korean Health, Education, Information and Research Center 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
127
Participants Small participant base
43rd
Percentile by assets National rank
$42,399
Avg per participant Low balance/head
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Official DOL plan name: Korean Health, Education, Information and Research Center 403(b) Plan · Sponsored by Korean Health, Education, Information and Research Center · California · Healthcare & Social Assistance

$5M in assets, 127 participants

Korean Health, Education, Information and Research Center's Korean Health, Education, Information and Research Center 403(b) Plan reported $5M in total assets and 127 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.

  • #7,892 in Healthcare & Social Assistance (16,916 peers)

Coverage in California

Korean Health, Education, Information and Research Center 403(b) Plan covers 127 participants in California, about 20% of the average California filer (state average ~630 per filing). Assets: $5M.

#7,892
in Healthcare & Social Assistance (16,916 peers)
+36.8%
assets growth YoY

Korean Health, Education, Information and Research Center 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Korean Health, Education, Information and Research Center 403(b) Plan vs every filed plan by assets

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

$5,384,713 43rd percentile higher than 43% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Korean Health, Education, Information and Research Center 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. Korean Health, Education, Information and Research Center 403(b) Plan sits mid-pack in the medium band (127 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Korean Health, Education, Information and Research Center 403(b) Plan reported net income rose from $725K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Korean Health, Education, Information and Research Center 403(b) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Korean Health, Education, Information and Research Center 403(b) Plan reported participants rose from 125 in the plan year 2023 filing to 127 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 954074660 · Korean Health, Education, Information and Research Center PY 2024 · 401(k)

Korean Health, Education, Information and Research Center 403(b) Plan · $5M · 127 · 43rd

  • RANK $5M
  • RANK 127
  • RANK 43rd
  • RANK 401(k)
  • RANK near Aa Healthcare Management 401(k) Retirement Plan
  • RANK ind #7892

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 →

Korean Health, Education, Information and Research Center 403(b) Plan in the asset neighbourhood

Shay Oil Company, Inc. 401(k) Profit Sharing PlanShay Oil Company, Inc. 401(k…$5MKorean Health, Education, Information and Research Center 403(b) PlanKorean Health, Education, In…$5MAa Healthcare Management 401(k) Retirement PlanAa Healthcare Management 401…$5MAbout Women by Women, a Professional Corporation 401(k) Profit Sharing PlanAbout Women by Women, a Prof…$5MVocativ, LLC 401(k) Plan$5M
End-of-year total assets ($M) among Korean Health, Education, Information and Research Center 403(b) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN954074660
Plan Effective Date1998-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Korean Health, Education, Information and Research Center)

Sponsor-wide plan assets over time

All Korean Health, Education, Information and Research Center plans reported in each filing year

Latest sponsor-wide plan assets
$5M 67.73411681956672% vs 2022
2024 filing year
$2M$3M$4M$5M$6M 202220232024 $3.21M $5.38M ▲ +67.6%
Year Plans Participants Total Assets
2022 1 104 $3M
2023 1 125 $4M
2024 1 127 $5M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Korean Health, Education, Information and Research Center 403(b) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Korean Health, Education, Information and Research Center 403(b) Plan, Total assets ($B): 0.005384713 · Participants: 127Korean Health, Education, Information and Research Center 403(b) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Korean Health, Education, Information and Research Center 403(b) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Korean Health, Education, Information and Research Center 403(b) Plan side-by-side with 3 peers →

Korean Health, Education, Information and Research Center 403(b) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Aa Healthcare Management 401(k) Retirement Plan in IL ($5M); by covered participants it is Wat Opco LLC (Dba Woodlake at Tolland) 401(k) Plan in CT (127 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (127 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.

Frequently Asked Questions

How did Korean Health, Education, Information and Research Center 403(b) Plan assets move in 2024? ▼
Korean Health, Education, Information and Research Center 403(b) Plan surged - up 36.8% during 2024, from $4M to $5M. Reported net income was $1M.
How have Korean Health, Education, Information and Research Center plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Korean Health, Education, Information and Research Center's sponsor-wide assets grew 67.7%, from $3M to $5M.
Which 401(k) plans are similar in size to Korean Health, Education, Information and Research Center 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Aa Healthcare Management 401(k) Retirement Plan in IL ($5M, 1,102 participants).
Which 401(k) plans cover a similar participant headcount to Korean Health, Education, Information and Research Center 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Wat Opco LLC (Dba Woodlake at Tolland) 401(k) Plan in CT (127 participants, $829K 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 954074660.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.