Other · DOL Form 5500 · 2024
Community Action Partnership of San Luis Obispo County, Inc. Retirement Plan
Data updated 2026-08-25
- $58M
- Total assets Below avg plan size
- 1,322
- Participants Near avg headcount
- 86th
- Percentile by assets National rank
- $44,043
- Avg per participant Low balance/head
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.
- #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.
- #7,248
- in Other Services (7,719 peers)
- +21.5%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Community Action Partnership of San Luis Obispo County, Inc. 403(b)Plan's outsized position by total assets
Community Action Partnership of San Luis Obispo County, Inc. 403(b)Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$58,225,308 Top 14% higher than 86% 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
Community Action Partnership of San Luis Obispo County, Inc. 403(b)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. Community Action Partnership of San Luis Obispo County, Inc. 403(b)Plan lands in the large band (1,322 participants).
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.
Plan-year Form 5500 strip
Filing strip 952410253 · Community Action Partnership of San Luis Obispo County, Inc. PY 2024 · Other
Community Action Partnership of San Luis Obispo County, Inc. 403(b)Plan · $58M · 1,322 · 86th
- EBSA $58M
- PART 1,322
- TYPE 86th
- NET Other
- BOOK near Bozeman Health 403(b) Plan
- VS-ST ind #7248
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 Other Services retirement plans → · Plans in California →
Community Action Partnership of San Luis Obispo County, Inc. 403(b)Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Community Action Partnership of San Luis Obispo County, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $58M 47.23118212751106% vs 2022
- 2024 filing year
| 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.
- 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
Community Action Partnership of San Luis Obispo County, Inc. 403(b)Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Bozeman Health 403(b) Plan in MT ($58M); by covered participants it is Goodwill Industries of Arkansas, Inc. 403(b) Plan in AR (1,322 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($58M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,322 participants); asset peers above are excluded.
- Goodwill Industries of Arkansas, Inc. 403(b) Plan (AR) 1,322 · 0 off
- Mountain Park Health Center Retirement Plan (AZ) 1,321 · 1 off
- University of Evansville Defined Contribution Retirement Plan (IN) 1,321 · 1 off
- Brio Living Services 403(b) Plan (MI) 1,321 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.