Other · DOL Form 5500 · 2024
Seneca Family of Agencies Retirement Plan
Data updated 2026-08-25
- $59M
- Total assets Below avg plan size
- 1,515
- Participants Near avg headcount
- 86th
- Percentile by assets National rank
- $38,757
- Avg per participant Low balance/head
Official DOL plan name: Seneca Family of Agencies 403(b) Retirement Plan · Sponsored by Seneca Family of Agencies · California · Healthcare & Social Assistance
$59M in assets, 1,515 participants
Seneca Family of Agencies's Seneca Family of Agencies 403(b) Retirement Plan reported $59M in total assets and 1,515 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.
- #14,871 in Healthcare & Social Assistance (16,916 peers)
Coverage in California
Seneca Family of Agencies 403(b) Retirement Plan covers 1,515 participants in California, 2.4x the typical California plan (state average ~630 per filing). Assets: $59M.
- #14,871
- in Healthcare & Social Assistance (16,916 peers)
- +30.1%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Seneca Family of Agencies 403(b) Retirement Plan's outsized position by total assets
Seneca Family of Agencies 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$58,716,865 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
Seneca Family of Agencies 403(b) Retirement 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. Seneca Family of Agencies 403(b) Retirement Plan lands in the large band (1,515 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Seneca Family of Agencies 403(b) Retirement Plan end-of-year assets rose from $45M in the plan year 2023 filing to $59M in the plan year 2024 filing.
- Seneca Family of Agencies 403(b) Retirement Plan reported net income rose from $12M in the plan year 2023 filing to $14M in the plan year 2024 filing.
- Seneca Family of Agencies 403(b) Retirement Plan reported participants fell from 1,541 in the plan year 2023 filing to 1,515 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 942971761 · Seneca Family of Agencies PY 2024 · Other
Seneca Family of Agencies 403(b) Retirement Plan · $59M · 1,515 · 86th
- 5500 $59M
- 5500 1,515
- 5500 86th
- 5500 Other
- 5500 near Ohio State University Physicians, Inc. 403(b) Tax Deferred Annuity Plan
- 5500 ind #14871
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 →
Seneca Family of Agencies 403(b) Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $45M |
|---|---|
| Net Assets (End of Year) | $59M |
| Net Income | $14M |
| Employer EIN | 942971761 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Seneca Family of Agencies)
Sponsor-wide plan assets over time
All Seneca Family of Agencies plans reported in each filing year
- Latest sponsor-wide plan assets
- $59M 75.12986459459955% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,416 | $34M |
| 2023 | 1 | 1,541 | $45M |
| 2024 | 1 | 1,515 | $59M |
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
Seneca Family of Agencies 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Ohio State University Physicians, Inc. 403(b) Tax Deferred Annuity Plan in OH ($59M); by covered participants it is Covenant House Savings and Retirement Plan in NY (1,515 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($59M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,515 participants); asset peers above are excluded.
- Covenant House Savings and Retirement Plan (NY) 1,515 · 0 off
- University of Indianapolis Defined Contribution Retirement Plan (IN) 1,515 · 0 off
- Research Foundation for Mental Hygiene, Inc. Tda and (Frozen) DC Plan (NY) 1,518 · 3 off
- Illinois Independent Colleges and Universities Multiple Employer Plan (IL) 1,508 · 7 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.