Other · DOL Form 5500 · 2024
Family Health Centers of San Diego Retirement Plan
Data updated 2026-08-25
- $175M
- Total assets Near avg plan size
- 2,375
- Participants Above avg headcount
- 94th
- Percentile by assets National rank
- $73,594
- Avg per participant Below avg balance/head
Official DOL plan name: Family Health Centers of San Diego Tax Deferred Annuity Plan · Sponsored by Family Health Centers of San Diego · California · Healthcare & Social Assistance
$175M in assets, 2,375 participants
Family Health Centers of San Diego's Family Health Centers of San Diego Tax Deferred Annuity Plan reported $175M in total assets and 2,375 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.
- #15,975 in Healthcare & Social Assistance (16,916 peers)
Coverage in California
Family Health Centers of San Diego Tax Deferred Annuity Plan covers 2,375 participants in California, 3.8x the typical California plan (state average ~630 per filing). Assets: $175M.
- #15,975
- in Healthcare & Social Assistance (16,916 peers)
- +19.4%
- assets growth YoY
- 1.8×
- vs typical plan assets (national mean)
Family Health Centers of San Diego Tax Deferred Annuity Plan's outsized position by total assets
Family Health Centers of San Diego Tax Deferred Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$174,785,811 Top 6% higher than 94% 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
Family Health Centers of San Diego Tax Deferred Annuity Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Family Health Centers of San Diego Tax Deferred Annuity Plan lands in the large band (2,375 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Family Health Centers of San Diego Tax Deferred Annuity Plan end-of-year assets rose from $146M in the plan year 2023 filing to $175M in the plan year 2024 filing.
- Family Health Centers of San Diego Tax Deferred Annuity Plan reported net income fell from $33M in the plan year 2023 filing to $28M in the plan year 2024 filing.
- Family Health Centers of San Diego Tax Deferred Annuity Plan reported participants rose from 2,245 in the plan year 2023 filing to 2,375 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 952833205 · Family Health Centers of San Diego PY 2024 · Other
Family Health Centers of San Diego Tax Deferred Annuity Plan · $175M · 2,375 · 94th
- BOOK $175M
- BOOK 2,375
- BOOK 94th
- BOOK Other
- BOOK near Capital University 403(b) Retirement Plan
- BOOK ind #15975
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 →
Family Health Centers of San Diego Tax Deferred Annuity Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $146M |
|---|---|
| Net Assets (End of Year) | $175M |
| Net Income | $28M |
| Employer EIN | 952833205 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Family Health Centers of San Diego)
Sponsor-wide plan assets over time
All Family Health Centers of San Diego plans reported in each filing year
- Latest sponsor-wide plan assets
- $175M 54.27680487136251% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,117 | $113M |
| 2023 | 1 | 2,245 | $146M |
| 2024 | 1 | 2,375 | $175M |
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
Family Health Centers of San Diego Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Capital University 403(b) Retirement Plan in OH ($175M); by covered participants it is Bozeman Health 403(b) Plan in MT (2,373 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($175M here).
- Capital University 403(b) Retirement Plan (OH) $175M · 463
- Norc, Inc. Supplemental Retirement Plan (IL) $175M · 2,925
- Exeter Health Resources 403(b) Retirement Savings Plan (NH) $175M · 2,494
- Gannon University Defined Contribution Plan (PA) $175M · 1,064
Similar participant headcount
Nearest other-state filings by covered participants (2,375 participants); asset peers above are excluded.
- Bozeman Health 403(b) Plan (MT) 2,373 · 2 off
- 403 (B) Retirement Plan (CO) 2,372 · 3 off
- Brandeis University Defined Contribution Plan for Faculty, Professional, and Administrative Employees (MA) 2,371 · 4 off
- Licking Memorial Health Systems Tax Deferred 403(b) Plan (OH) 2,370 · 5 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.