Other · DOL Form 5500 · 2024
Community Action Partnership of San Luis Obispo County, Inc. Retirement Plan
Data updated 2026-08-11
- $58M
- Total assets
- 1,322
- Participants
- 86th
- Percentile by assets
- $44,043
- Avg per participant
Official DOL plan name: Community Action Partnership of San Luis Obispo County, Inc. 403(b)Plan · Sponsored by Community Action Partnership of San Luis Obispo County, Inc. · California · Other Services
$58M in assets, 1,322 participants
Community Action Partnership of San Luis Obispo County, Inc.'s Community Action Partnership of San Luis Obispo County, Inc. 403(b)Plan reported $58M in total assets and 1,322 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.
- 86th percentile by assets (of 123,622 plans)
- #7,248 in Other Services (7,719 peers)
Coverage in California
Community Action Partnership of San Luis Obispo County, Inc. 403(b)Plan covers 1,322 participants in California, 2.1x the typical California plan (state average ~630 per filing). Assets: $58M.
- $58M
- total plan assets (2024 EOY)
- 1,322
- covered participants
- 86th
- percentile by assets (of 123,622 plans)
- $44,043
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Community Action Partnership of San Luis Obispo County, Inc. 403(b)Plan reported participants rose from 836 in the plan year 2023 filing to 1,322 in the plan year 2024 filing.
- Community Action Partnership of San Luis Obispo County, Inc. 403(b)Plan reported net income rose from $8M in the plan year 2023 filing to $10M in the plan year 2024 filing.
- Community Action Partnership of San Luis Obispo County, Inc. 403(b)Plan end-of-year assets rose from $48M in the plan year 2023 filing to $58M in the plan year 2024 filing.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Community Action Partnership of San Luis Obispo County, Inc. 403(b)Plan reports 1,322 participants - 2.1x that state average ($58M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $48M |
|---|---|
| Net Assets (End of Year) | $58M |
| Net Income | $10M |
| Employer EIN | 952410253 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Community Action Partnership of San Luis Obispo County, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 863 | $40M |
| 2023 | 1 | 836 | $48M |
| 2024 | 1 | 1,322 | $58M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
Community Action Partnership of San Luis Obispo County, Inc. 403(b)Plan vs. nearby Other plans in California, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Community Action Partnership of San Luis Obispo County, Inc. 403(b)Plan by total assets, not by location.
- Bozeman Health 403(b) Plan (MT) $58M · 2,373
- Miami Country Day School Retirement and Tda Plan (FL) $58M · 384
- Letourneau University 403(b) Annuity Plan (TX) $58M · 383
- The Episcopal Academy 403(b) Defined Contribution Retirement Plan (PA) $58M · 367
Frequently Asked Questions
How did Community Action Partnership of San Luis Obispo County, Inc. 403(b)Plan assets move in 2024? ▼
How have Community Action Partnership of San Luis Obispo County, Inc. plan assets changed over time? ▼
Where does Community Action Partnership of San Luis Obispo County, Inc. 403(b)Plan rank by assets among Form 5500 filers? ▼
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Next read for Community Action Partnership of San Luis…
Filing takeaways
Ways to act on Community Action Partnership of San Luis Obispo County, Inc. 403(b)Plan's numbers.
- By total assets, Community Action Partnership of San Luis Obispo County, Inc. 403(b)Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in California. Compare plans
- Community Action Partnership of San Luis Obispo County, Inc.'s sponsor-wide assets have grown 47.2% since 2022 across 3 plan years on file. More Other Services plans