Other · DOL Form 5500 · 2024
San Diego Family Care Retirement Plan
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 293
- Participants Below avg headcount
- 72nd
- Percentile by assets National rank
- $75,056
- Avg per participant Below avg balance/head
Official DOL plan name: San Diego Family Care 403(b) Retirement Plan · Sponsored by San Diego Family Care · California · Healthcare & Social Assistance
$22M in assets, 293 participants
San Diego Family Care's San Diego Family Care 403(b) Retirement Plan reported $22M in total assets and 293 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.
- #12,912 in Healthcare & Social Assistance (16,916 peers)
Coverage in California
San Diego Family Care 403(b) Retirement Plan covers 293 participants in California, about 46% of the average California filer (state average ~630 per filing). Assets: $22M.
- #12,912
- in Healthcare & Social Assistance (16,916 peers)
- +20.2%
- assets growth YoY
San Diego Family Care 403(b) Retirement Plan's outsized position by total assets
San Diego Family Care 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$21,991,400 Top 28% higher than 72% 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
San Diego Family Care 403(b) Retirement 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. San Diego Family Care 403(b) Retirement Plan sits mid-pack in the medium band (293 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- San Diego Family Care 403(b) Retirement Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- San Diego Family Care 403(b) Retirement Plan end-of-year assets rose from $18M in the plan year 2023 filing to $22M in the plan year 2024 filing.
- San Diego Family Care 403(b) Retirement Plan reported participants rose from 268 in the plan year 2023 filing to 293 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 952700856 · San Diego Family Care PY 2024 · Other
San Diego Family Care 403(b) Retirement Plan · $22M · 293 · 72nd
- EBSA $22M
- EBSA 293
- EBSA 72nd
- EBSA Other
- EBSA near Winifred Masterson Burke Medical Research Institute 403(b) DC Plan
- EBSA ind #12912
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 →
San Diego Family Care 403(b) Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | $4M |
| Employer EIN | 952700856 |
| Plan Effective Date | 1998-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (San Diego Family Care)
Sponsor-wide plan assets over time
All San Diego Family Care plans reported in each filing year
- Latest sponsor-wide plan assets
- $22M 42.03142382443218% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 256 | $15M |
| 2023 | 1 | 268 | $18M |
| 2024 | 1 | 293 | $22M |
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
San Diego Family Care 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Winifred Masterson Burke Medical Research Institute 403(b) DC Plan in NY ($22M); by covered participants it is 403(b) Thrift Plan of Health Services, Inc. in AL (293 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
- Winifred Masterson Burke Medical Research Institute 403(b) DC Plan (NY) $22M · 70
- Boston Healthcare for the Homeless Profit Sharing Plan (MA) $22M · 657
- South Texas College of Law Houston 403(b) Plan (TX) $22M · 343
- Valley Forge Educational Services Tiaa-Cref Section 403 B DC Retirement Plan (PA) $22M · 224
Similar participant headcount
Nearest other-state filings by covered participants (293 participants); asset peers above are excluded.
- 403(b) Thrift Plan of Health Services, Inc. (AL) 293 · 0 off
- International Justice Mission 403(b)(7) Plan (DC) 293 · 0 off
- Brigham Young University Tax-Deferred Annuity Plan (UT) 293 · 0 off
- Wesley Willows Retirement Plan (IL) 293 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.