Other · DOL Form 5500 · 2023

Spanish Speaking Unity Council of Alameda County Retirement Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
342
Participants Below avg headcount
60th
Percentile by assets National rank
$31,180
Avg per participant Low balance/head
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Official DOL plan name: The Unity Council 403(b) Plan · Sponsored by Spanish Speaking Unity Council of Alameda County · California · Educational Services

$11M in assets, 342 participants

Spanish Speaking Unity Council of Alameda County's The Unity Council 403(b) Plan reported $11M in total assets and 342 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #1,614 in Educational Services (3,735 peers)

Spanish Speaking Unity Council of Alameda County multi-year trail

Spanish Speaking Unity Council of Alameda County's plans moved +56.0% in assets from 2022 to 2024; this filing shows The Unity Council 403(b) Plan at $11M / 342 participants.

#1,614
in Educational Services (3,735 peers)
+28.7%
assets growth YoY

The Unity Council 403(b) Plan's mid-pack asset rank among Educational Services and all filers

The Unity Council 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$10,663,591 Top 40% higher than 60% of 127,068 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 2023

The Unity Council 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 Unity Council 403(b) Plan sits mid-pack in the medium band (342 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Unity Council 403(b) Plan reported net income rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • The Unity Council 403(b) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • The Unity Council 403(b) Plan reported participants rose from 293 in the plan year 2022 filing to 342 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 941670490 · Spanish Speaking Unity Council of Alameda County PY 2023 · Other

The Unity Council 403(b) Plan · $11M · 342 · 60th

  • NET $11M
  • BOOK 342
  • VS-ST 60th
  • BOY Other
  • SCH near 403(b) Thrift Plan of Lutheran Child and Family Services of Illinois
  • EBSA ind #1614

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 Educational Services retirement plans → · Plans in California →

The Unity Council 403(b) Plan in the asset neighbourhood

The Marshall School DC Plan$11MThe Unity Council 403(b) Plan$11M403(b) Thrift Plan of Lutheran Child and Family Services of Illinois403(b) Thrift Plan of Luther…$11MFos Feminista 403(b) Plan$11MVisiting Nurse Association Healthcare Partners of Ohio Savings PlanVisiting Nurse Association H…$11M
End-of-year total assets ($M) among The Unity Council 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Spanish Speaking Unity Council of Alameda County multi-year asset trail

Sponsor-wide plan assets over time

All Spanish Speaking Unity Council of Alameda County plans reported in each filing year

Latest sponsor-wide plan assets
$13M 56.01944850613702% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $8.29M $12.9M ▲ +56.0%
Year Plans Participants Total Assets
2022 1 293 $8M
2023 1 342 $11M
2024 1 357 $13M

Spanish Speaking Unity Council of Alameda County filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN941670490
Plan Effective Date1995-10-17
Filing StatusFILING RECEIVED

Nearby Other Plans in California

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

The Unity Council 403(b) Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants The Unity Council 403(b) Plan, Total assets ($B): 0.010663591 · Participants: 342The Unity Council 403(b) PlanStanford Contributory Retirement Plan, Total assets ($B): 11.039978863 · Participants: 21674Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 6.533806707 · Participants: 50273Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 5.761504142 · Participants: 22681Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.792181822 · Participants: 10682Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.277911652 · Participants: 21764University of Southern California Tax-Deferred Annuity Plan
The Unity Council 403(b) Plan vs. nearby Other plans in California, assets vs. participants

The Unity Council 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 of Lutheran Child and Family Services of Illinois in IL ($11M); by covered participants it is Goodwill Industries of Central Iowa 403(b) Plan in IA (342 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (342 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Unity Council 403(b) Plan assets move in 2023?
The Unity Council 403(b) Plan grew sharply - up 28.7% during 2023, from $8M to $11M. Reported net income was $2M.
How have Spanish Speaking Unity Council of Alameda County plan assets changed over time?
Across 3 plan years on file (2022-2024), Spanish Speaking Unity Council of Alameda County's sponsor-wide assets grew 56.0%, from $8M to $13M.
Which Other plans are similar in size to The Unity Council 403(b) Plan?
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan of Lutheran Child and Family Services of Illinois in IL ($11M, 428 participants).
Which Other plans cover a similar participant headcount to The Unity Council 403(b) Plan?
Among Other plans in other states, the closest by covered participants is Goodwill Industries of Central Iowa 403(b) Plan in IA (342 participants, $6M in assets).