Other · DOL Form 5500 · 2024
Northern California Institute for Research and Education Retirement Plan
Data updated 2026-08-25
- $33M
- Total assets Below avg plan size
- 245
- Participants Below avg headcount
- 79th
- Percentile by assets National rank
- $133,692
- Avg per participant Near avg balance/head
Official DOL plan name: Northern California Institute for Research and Education 403(b) Plan · Sponsored by Northern California Institute for Research and Education · California · Professional & Technical Services
$33M in assets, 245 participants
Northern California Institute for Research and Education's Northern California Institute for Research and Education 403(b) Plan reported $33M in total assets and 245 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.
- #15,911 in Professional & Technical Services (20,173 peers)
Coverage in California
Northern California Institute for Research and Education 403(b) Plan covers 245 participants in California, about 39% of the average California filer (state average ~630 per filing). Assets: $33M.
- #15,911
- in Professional & Technical Services (20,173 peers)
- +15.2%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Northern California Institute for Research and Education 403(b) Plan's outsized position by total assets
Northern California Institute for Research and Education 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$32,754,573 Top 21% higher than 79% 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
Northern California Institute for Research and Education 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. Northern California Institute for Research and Education 403(b) Plan sits mid-pack in the medium band (245 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Northern California Institute for Research and Education 403(b) Plan reported net income fell from $6M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Northern California Institute for Research and Education 403(b) Plan end-of-year assets rose from $28M in the plan year 2023 filing to $33M in the plan year 2024 filing.
- Northern California Institute for Research and Education 403(b) Plan reported participants rose from 228 in the plan year 2023 filing to 245 in the plan year 2024 filing.
DOL schedule card
Filing strip 943084159 · Northern California Institute for Research and Education PY 2024 · Other
Northern California Institute for Research and Education 403(b) Plan · $33M · 245 · 79th
- PCT $33M
- PCT 245
- PCT 79th
- PCT Other
- PCT near 403(b) Thrift Plan for Employees of the Hagedorn Little Village School
- PCT ind #15911
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 Professional & Technical Services retirement plans → · Plans in California →
Northern California Institute for Research and Education 403(b) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $28M |
|---|---|
| Net Assets (End of Year) | $33M |
| Net Income | $4M |
| Employer EIN | 943084159 |
| Plan Effective Date | 2001-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Northern California Institute for Research and Education)
Sponsor-wide plan assets over time
All Northern California Institute for Research and Education plans reported in each filing year
- Latest sponsor-wide plan assets
- $56M 37.23207528017776% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 371 | $41M |
| 2023 | 2 | 384 | $50M |
| 2024 | 2 | 411 | $56M |
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
Northern California Institute for Research and Education 403(b) Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is 403(b) Thrift Plan for Employees of the Hagedorn Little Village School in NY ($33M); by covered participants it is Cottey College DC Retirement Plan in MO (245 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($33M here).
Similar participant headcount
Nearest other-state filings by covered participants (245 participants); asset peers above are excluded.
- Cottey College DC Retirement Plan (MO) 245 · 0 off
- Grenwich Academy Inc. Defined Contribution Retirement Plan (CT) 245 · 0 off
- Seattle Aquarium Society 403(b) Plan (WA) 245 · 0 off
- Easter Seals of Greater Houston, Inc Retirement Plan (TX) 245 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.