401(k) · DOL Form 5500 · 2023

Alma Family Services 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
165
Participants Small participant base
52nd
Percentile by assets National rank
$43,590
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan for Employees of Alma Family Services · Sponsored by Alma Family Services · California · Healthcare & Social Assistance

$7M in assets, 165 participants

Alma Family Services's 403(b) Thrift Plan for Employees of Alma Family Services reported $7M in total assets and 165 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #10,069 in Healthcare & Social Assistance (17,684 peers)

Coverage in California

403(b) Thrift Plan for Employees of Alma Family Services covers 165 participants in California, about 26% of the average California filer (state average ~630 per filing). Assets: $7M.

#10,069
in Healthcare & Social Assistance (17,684 peers)
+22.3%
assets growth YoY

403(b) Thrift Plan for Employees of Alma Family Services's mid-pack asset rank among Healthcare & Social Assistance and all filers

403(b) Thrift Plan for Employees of Alma Family Services vs every filed plan by assets

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

$7,192,419 Top 48% higher than 52% 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

403(b) Thrift Plan for Employees of Alma Family Services 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. 403(b) Thrift Plan for Employees of Alma Family Services sits mid-pack in the medium band (165 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 403(b) Thrift Plan for Employees of Alma Family Services reported net income rose from $852K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • 403(b) Thrift Plan for Employees of Alma Family Services end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • 403(b) Thrift Plan for Employees of Alma Family Services reported participants rose from 152 in the plan year 2022 filing to 165 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 952959331 · Alma Family Services PY 2023 · 401(k)

403(b) Thrift Plan for Employees of Alma Family Services · $7M · 165 · 52nd

  • NET $7M
  • NET 165
  • NET 52nd
  • NET 401(k)
  • NET near Lighthouse Buick Gmc, Inc. Dba Lighthouse Automotive 401(k) Plan
  • NET ind #10069

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 →

403(b) Thrift Plan for Employees of Alma Family Services in the asset neighbourhood

403(b) Thrift Plan for Employees of Alma Family Services403(b) Thrift Plan for Emplo…$7MLighthouse Buick Gmc, Inc. Dba Lighthouse Automotive 401(k) PlanLighthouse Buick Gmc, Inc. D…$7MPreferred Employer Plan II$7MAmerinac Holding Corp 401(k) PlanAmerinac Holding Corp 401(k)…$7MDynamo Technologies LLC 401(k) Profit Sharing PlanDynamo Technologies LLC 401(…$7M
End-of-year total assets ($M) among 403(b) Thrift Plan for Employees of Alma Family Services and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN952959331
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Alma Family Services)

Sponsor-wide plan assets over time

All Alma Family Services plans reported in each filing year

Latest sponsor-wide plan assets
$9M 50.951204530195035% vs 2022
2024 filing year
$5M$6M$7M$8M$9M$10M 202220232024 $5.88M $8.87M ▲ +50.9%
Year Plans Participants Total Assets
2022 1 152 $6M
2023 1 165 $7M
2024 1 198 $9M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

403(b) Thrift Plan for Employees of Alma Family Services vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants 403(b) Thrift Plan for Employees of Alma Family Services, Total assets ($B): 0.007192419 · Participants: 165403(b) Thrift Plan for Employees of Alma Family ServicesWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
403(b) Thrift Plan for Employees of Alma Family Services vs. nearby 401(k) plans in California, assets vs. participants
Compare 403(b) Thrift Plan for Employees of Alma Family Services side-by-side with 3 peers →

403(b) Thrift Plan for Employees of Alma Family Services's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Lighthouse Buick Gmc, Inc. Dba Lighthouse Automotive 401(k) Plan in IL ($7M); by covered participants it is Fruitsmart 401(k) Plan in WA (165 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (165 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 403(b) Thrift Plan for Employees of Alma Family Services assets move in 2023? ▼
403(b) Thrift Plan for Employees of Alma Family Services grew sharply - up 22.3% during 2023, from $6M to $7M. Reported net income was $1M.
How have Alma Family Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alma Family Services's sponsor-wide assets grew 51.0%, from $6M to $9M.
Which 401(k) plans are similar in size to 403(b) Thrift Plan for Employees of Alma Family Services? ▼
Among 401(k) plans in other states, the closest by assets is Lighthouse Buick Gmc, Inc. Dba Lighthouse Automotive 401(k) Plan in IL ($7M, 129 participants).
Which 401(k) plans cover a similar participant headcount to 403(b) Thrift Plan for Employees of Alma Family Services? ▼
Among 401(k) plans in other states, the closest by covered participants is Fruitsmart 401(k) Plan in WA (165 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 952959331.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.