Other · DOL Form 5500 · 2024

Alternative Family Services, Inc. Retirement Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
124
Participants Small participant base
45th
Percentile by assets National rank
$48,000
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Alternative Family Services Tax Sheltered Annuity Plan · Sponsored by Alternative Family Services, Inc. · California · Healthcare & Social Assistance

$6M in assets, 124 participants

Alternative Family Services, Inc.'s Alternative Family Services Tax Sheltered Annuity Plan reported $6M in total assets and 124 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.

  • #8,285 in Healthcare & Social Assistance (16,916 peers)

Coverage in California

Alternative Family Services Tax Sheltered Annuity Plan covers 124 participants in California, about 20% of the average California filer (state average ~630 per filing). Assets: $6M.

#8,285
in Healthcare & Social Assistance (16,916 peers)
+20.9%
assets growth YoY

Alternative Family Services Tax Sheltered Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Alternative Family Services Tax Sheltered Annuity Plan vs every filed plan by assets

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

$5,951,968 45th percentile higher than 45% 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

Alternative Family Services Tax Sheltered Annuity 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. Alternative Family Services Tax Sheltered Annuity Plan sits mid-pack in the medium band (124 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Alternative Family Services Tax Sheltered Annuity Plan reported net income rose from -$405K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Alternative Family Services Tax Sheltered Annuity Plan reported participants rose from 99 in the plan year 2023 filing to 124 in the plan year 2024 filing.
  • Alternative Family Services Tax Sheltered Annuity Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 942427088 · Alternative Family Services, Inc. PY 2024 · Other

Alternative Family Services Tax Sheltered Annuity Plan · $6M · 124 · 45th

  • TYPE $6M
  • TYPE 124
  • TYPE 45th
  • TYPE Other
  • TYPE near Arc/Barc 403(b) Tax Deferred Annuity Plan
  • TYPE ind #8285

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 →

Alternative Family Services Tax Sheltered Annuity Plan in the asset neighbourhood

Wesley Willows Retirement PlanWesley Willows Retirement Pl…$6MAlternative Family Services Tax Sheltered Annuity PlanAlternative Family Services …$6MArc/Barc 403(b) Tax Deferred Annuity PlanArc/Barc 403(b) Tax Deferred…$6MCitizen Schools, Inc. 403(b) Retirement PlanCitizen Schools, Inc. 403(b)…$6MBrookgreen Gardens Retirement Plan 403b Annuity PlanBrookgreen Gardens Retiremen…$6M
End-of-year total assets ($M) among Alternative Family Services Tax Sheltered Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN942427088
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Alternative Family Services, Inc.)

Sponsor-wide plan assets over time

All Alternative Family Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 11.666176373471336% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M$6.5M 202220232024 $5.33M $5.95M ▲ +11.6%
Year Plans Participants Total Assets
2022 1 259 $5M
2023 1 99 $5M
2024 1 124 $6M

Nearby Other Plans in California

Peer Other plans, same state, same plan type, ranked by total assets.

Alternative Family Services Tax Sheltered Annuity Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Alternative Family Services Tax Sheltered Annuity Plan, Total assets ($B): 0.005951968 · Participants: 124Alternative Family Services Tax Sheltered Annuity PlanStanford Contributory Retirement Plan, Total assets ($B): 12.568126014 · Participants: 22753Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 7.632419022 · Participants: 54954Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 6.931286515 · Participants: 24152Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 5.246676378 · Participants: 10970Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.81831751 · Participants: 20886University of Southern California Tax-Deferred Annuity Plan
Alternative Family Services Tax Sheltered Annuity Plan vs. nearby Other plans in California, assets vs. participants
Compare Alternative Family Services Tax Sheltered Annuity Plan side-by-side with 3 peers →

Alternative Family Services Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Arc/Barc 403(b) Tax Deferred Annuity Plan in FL ($6M); by covered participants it is Nardin Academy Retirement Plan in NY (124 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (124 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 Alternative Family Services Tax Sheltered Annuity Plan assets move in 2024? ▼
Alternative Family Services Tax Sheltered Annuity Plan grew sharply - up 20.9% during 2024, from $5M to $6M. Reported net income was $1M.
How have Alternative Family Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alternative Family Services, Inc.'s sponsor-wide assets grew 11.7%, from $5M to $6M.
Which Other plans are similar in size to Alternative Family Services Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Arc/Barc 403(b) Tax Deferred Annuity Plan in FL ($6M, 339 participants).
Which Other plans cover a similar participant headcount to Alternative Family Services Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Nardin Academy Retirement Plan in NY (124 participants, $12M 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 942427088.

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.