Other · DOL Form 5500 · 2024
Pilgrim Place in Claremont Retirement Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 206
- Participants Below avg headcount
- 51st
- Percentile by assets National rank
- $39,269
- Avg per participant Low balance/head
Official DOL plan name: Pilgrim Place in Claremont 403(b) Plan · Sponsored by Pilgrim Place in Claremont · California · Healthcare & Social Assistance
$8M in assets, 206 participants
Pilgrim Place in Claremont's Pilgrim Place in Claremont 403(b) Plan reported $8M in total assets and 206 participants in its 2024 DOL Form 5500 filing, ranking in the 51st 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.
- #9,514 in Healthcare & Social Assistance (16,916 peers)
Coverage in California
Pilgrim Place in Claremont 403(b) Plan covers 206 participants in California, about 33% of the average California filer (state average ~630 per filing). Assets: $8M.
- #9,514
- in Healthcare & Social Assistance (16,916 peers)
- +8.3%
- assets growth YoY
Pilgrim Place in Claremont 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Pilgrim Place in Claremont 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$8,089,336 Top 49% higher than 51% 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
Pilgrim Place in Claremont 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. Pilgrim Place in Claremont 403(b) Plan sits mid-pack in the medium band (206 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Pilgrim Place in Claremont 403(b) Plan reported net income fell from $1M in the plan year 2023 filing to $621K in the plan year 2024 filing.
- Pilgrim Place in Claremont 403(b) Plan end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- Pilgrim Place in Claremont 403(b) Plan reported participants fell from 217 in the plan year 2023 filing to 206 in the plan year 2024 filing.
DOL schedule card
Filing strip 951691301 · Pilgrim Place in Claremont PY 2024 · Other
Pilgrim Place in Claremont 403(b) Plan · $8M · 206 · 51st
- BOOK $8M
- BOOK 206
- BOOK 51st
- BOOK Other
- BOOK near Florida Christian School of Dade Co., Inc. Retirement Plan
- BOOK ind #9514
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 →
Pilgrim Place in Claremont 403(b) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $621K |
| Employer EIN | 951691301 |
| Plan Effective Date | 1987-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pilgrim Place in Claremont)
Sponsor-wide plan assets over time
All Pilgrim Place in Claremont plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 27.534318061066994% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 191 | $6M |
| 2023 | 1 | 217 | $7M |
| 2024 | 1 | 206 | $8M |
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
Pilgrim Place in Claremont 403(b) Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Florida Christian School of Dade Co., Inc. Retirement Plan in FL ($8M); by covered participants it is Ceres - 403(b) DC Plan in MA (206 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (206 participants); asset peers above are excluded.
- Ceres - 403(b) DC Plan (MA) 206 · 0 off
- The Mitchell Hamline School of Law 403(b) Plan (MN) 206 · 0 off
- Noble and Greenough School Retirement Plan (MA) 206 · 0 off
- The Skyland Trail Retirement Plan (GA) 206 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.