Other · DOL Form 5500 · 2023
Carson Valley Childrens Aid Retirement Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 311
- Participants Below avg headcount
- 64th
- Percentile by assets National rank
- $41,613
- Avg per participant Low balance/head
Official DOL plan name: Carson Valley Childrens Aid 403(b) Plan · Sponsored by Carson Valley Childrens Aid · Pennsylvania · Healthcare & Social Assistance
$13M in assets, 311 participants
Carson Valley Childrens Aid's Carson Valley Childrens Aid 403(b) Plan reported $13M in total assets and 311 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.
- #12,265 in Healthcare & Social Assistance (17,684 peers)
Coverage in Pennsylvania
Carson Valley Childrens Aid 403(b) Plan covers 311 participants in Pennsylvania, about 38% of the average Pennsylvania filer (state average ~822 per filing). Assets: $13M.
- #12,265
- in Healthcare & Social Assistance (17,684 peers)
- +11.6%
- assets growth YoY
Carson Valley Childrens Aid 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Carson Valley Childrens Aid 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$12,941,634 Top 36% higher than 64% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Carson Valley Childrens Aid 403(b) Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carson Valley Childrens Aid 403(b) Plan sits mid-pack in the medium band (311 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Carson Valley Childrens Aid 403(b) Plan reported net income rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Carson Valley Childrens Aid 403(b) Plan reported participants fell from 359 in the plan year 2022 filing to 311 in the plan year 2023 filing.
- Carson Valley Childrens Aid 403(b) Plan end-of-year assets rose from $12M in the plan year 2022 filing to $13M in the plan year 2023 filing.
DOL schedule card
Filing strip 231352623 · Carson Valley Childrens Aid PY 2023 · Other
Carson Valley Childrens Aid 403(b) Plan · $13M · 311 · 64th
- VS-ST $13M
- VS-ST 311
- VS-ST 64th
- VS-ST Other
- VS-ST near Russell County Hospital Retirement Savings Plan
- VS-ST ind #12265
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 Pennsylvania →
Carson Valley Childrens Aid 403(b) Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $1M |
| Employer EIN | 231352623 |
| Plan Effective Date | 1986-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carson Valley Childrens Aid)
Sponsor-wide plan assets over time
All Carson Valley Childrens Aid plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 82.11980473568042% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 359 | $12M |
| 2023 | 2 | 712 | $25M |
| 2024 | 2 | 696 | $21M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $6.3B · 20,979
- Upmc 403(b) Retirement Savings Plan $4.2B · 78,261
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.1B · 41,942
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.5B · 6,370
- Jefferson Defined Contribution Retirement Plan $2.5B · 15,783
Carson Valley Childrens Aid 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Russell County Hospital Retirement Savings Plan in KY ($13M); by covered participants it is The Prison Fellowship Ministries 403(b) Retirement Plan in VA (311 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
Similar participant headcount
Nearest other-state filings by covered participants (311 participants); asset peers above are excluded.
- The Prison Fellowship Ministries 403(b) Retirement Plan (VA) 311 · 0 off
- Carroll College 403(b) Plan (MT) 311 · 0 off
- Memorial Hospital Employee's Pension Plan (IL) 311 · 0 off
- South Peninsula Hospital 403(b) Plan for Union Employees (AK) 311 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.