Other · DOL Form 5500 · 2024
Institute on Aging Retirement Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 943
- Participants Near avg headcount
- 65th
- Percentile by assets National rank
- $16,461
- Avg per participant Low balance/head
Official DOL plan name: Institute on Aging 403(b) Plan · Sponsored by Institute on Aging · California · Healthcare & Social Assistance
$16M in assets, 943 participants
Institute on Aging's Institute on Aging 403(b) Plan reported $16M in total assets and 943 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.
- #11,867 in Healthcare & Social Assistance (16,916 peers)
Institute on Aging multi-year trail
Institute on Aging's plans moved +75.5% in assets from 2022 to 2024; this filing shows Institute on Aging 403(b) Plan at $16M / 943 participants.
- #11,867
- in Healthcare & Social Assistance (16,916 peers)
- +32.9%
- assets growth YoY
Institute on Aging 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Institute on Aging 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$15,522,918 Top 35% higher than 65% 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
Institute on Aging 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. Institute on Aging 403(b) Plan sits mid-pack in the medium band (943 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Institute on Aging 403(b) Plan reported participants rose from 649 in the plan year 2023 filing to 943 in the plan year 2024 filing.
- Institute on Aging 403(b) Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Institute on Aging 403(b) Plan end-of-year assets rose from $12M in the plan year 2023 filing to $16M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 942978977 · Institute on Aging PY 2024 · Other
Institute on Aging 403(b) Plan · $16M · 943 · 65th
- NET $16M
- BOOK 943
- VS-ST 65th
- BOY Other
- SCH near Seeds of Health, Inc. 403(b) Plan
- EBSA ind #11867
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 →
Institute on Aging 403(b) Plan in the asset neighbourhood
Institute on Aging multi-year asset trail
Sponsor-wide plan assets over time
All Institute on Aging plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 75.50475266169857% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 594 | $9M |
| 2023 | 1 | 649 | $12M |
| 2024 | 1 | 943 | $16M |
Institute on Aging filing trail (2024)
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $4M |
| Employer EIN | 942978977 |
| 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
Institute on Aging 403(b) Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Seeds of Health, Inc. 403(b) Plan in WI ($16M); by covered participants it is Berklee College of Music, Inc. 403(b) Retirement Savings Plan in MA (942 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
Similar participant headcount
Nearest other-state filings by covered participants (943 participants); asset peers above are excluded.
- Berklee College of Music, Inc. 403(b) Retirement Savings Plan (MA) 942 · 1 off
- Cascadia Health Retirement Plan (OR) 942 · 1 off
- Rhode Island School of Design Retirement Plan (RI) 940 · 3 off
- Excelsior University Supplemental 403(b) Plan (NY) 938 · 5 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.