Other · DOL Form 5500 · 2023
The Trevor Project, Inc. Retirement Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 292
- Participants Below avg headcount
- 54th
- Percentile by assets National rank
- $28,333
- Avg per participant Low balance/head
Official DOL plan name: The Trevor Project, Inc. 403(b) Plan · Sponsored by The Trevor Project, Inc. · California · Healthcare & Social Assistance
$8M in assets, 292 participants
The Trevor Project, Inc.'s The Trevor Project, Inc. 403(b) Plan reported $8M in total assets and 292 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.
- #10,624 in Healthcare & Social Assistance (17,684 peers)
Coverage in California
The Trevor Project, Inc. 403(b) Plan covers 292 participants in California, about 46% of the average California filer (state average ~630 per filing). Assets: $8M.
- #10,624
- in Healthcare & Social Assistance (17,684 peers)
- +61.6%
- assets growth YoY
The Trevor Project, Inc. 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
The Trevor Project, Inc. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$8,273,245 Top 46% higher than 54% 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
The Trevor Project, Inc. 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. The Trevor Project, Inc. 403(b) Plan sits mid-pack in the medium band (292 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Trevor Project, Inc. 403(b) Plan reported net income rose from $1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- The Trevor Project, Inc. 403(b) Plan reported participants rose from 150 in the plan year 2022 filing to 292 in the plan year 2023 filing.
- The Trevor Project, Inc. 403(b) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $8M in the plan year 2023 filing.
DOL schedule card
Filing strip 954681287 · The Trevor Project, Inc. PY 2023 · Other
The Trevor Project, Inc. 403(b) Plan · $8M · 292 · 54th
- VS-ST $8M
- BOY 292
- SCH 54th
- EBSA Other
- PART near Bellwether Housing Retirement Savings Plan
- TYPE ind #10624
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 →
The Trevor Project, Inc. 403(b) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $3M |
| Employer EIN | 954681287 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Trevor Project, Inc.)
Sponsor-wide plan assets over time
All The Trevor Project, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 101.59606063358405% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 150 | $5M |
| 2023 | 1 | 292 | $8M |
| 2024 | 1 | 332 | $10M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $11.0B · 21,674
- Sutter Health 403(b) Savings Plan $6.5B · 50,273
- Stanford Health Care Retirement Savings Plan $5.8B · 22,681
- Caltech Base Retirement Plan $4.8B · 10,682
- University of Southern California Tax-Deferred Annuity Plan $4.3B · 21,764
The Trevor Project, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Bellwether Housing Retirement Savings Plan in WA ($8M); by covered participants it is The Fessenden School Retirement Plan in MA (292 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 (292 participants); asset peers above are excluded.
- The Fessenden School Retirement Plan (MA) 292 · 0 off
- Zeta Charter Schools 403(b) Plan (NY) 292 · 0 off
- Riverview School, Inc. 403(b) Retirement Plan (MA) 293 · 1 off
- Shenandoah Valley Medical System Inc. Retirement Plan (WV) 293 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.