Other · DOL Form 5500 · 2024

Humane Society Silicon Valley Retirement Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
142
Participants Small participant base
53rd
Percentile by assets National rank
$60,844
Avg per participant Low balance/head
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Official DOL plan name: Humane Society Silicon Valley 403b Plan · Sponsored by Humane Society Silicon Valley · California · Other Services

$9M in assets, 142 participants

Humane Society Silicon Valley's Humane Society Silicon Valley 403b Plan reported $9M in total assets and 142 participants in its 2024 DOL Form 5500 filing, ranking in the 53rd 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.

  • #5,587 in Other Services (7,719 peers)

Coverage in California

Humane Society Silicon Valley 403b Plan covers 142 participants in California, about 23% of the average California filer (state average ~630 per filing). Assets: $9M.

#5,587
in Other Services (7,719 peers)
+23.1%
assets growth YoY

Humane Society Silicon Valley 403b Plan's mid-pack asset rank among Other Services and all filers

Humane Society Silicon Valley 403b Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$8,639,903 Top 47% higher than 53% of 123,620 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 2024

Humane Society Silicon Valley 403b Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Humane Society Silicon Valley 403b Plan sits mid-pack in the medium band (142 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Humane Society Silicon Valley 403b Plan reported net income rose from $935K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Humane Society Silicon Valley 403b Plan end-of-year assets rose from $7M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Humane Society Silicon Valley 403b Plan reported participants rose from 121 in the plan year 2023 filing to 142 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 941196215 · Humane Society Silicon Valley PY 2024 · Other

Humane Society Silicon Valley 403b Plan · $9M · 142 · 53rd

  • BOOK $9M
  • BOOK 142
  • BOOK 53rd
  • BOOK Other
  • BOOK near Saint Mary's Home of Erie 403(b) Plan
  • BOOK ind #5587

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 →

Humane Society Silicon Valley 403b Plan in the asset neighbourhood

Humane Society Silicon Valley 403b PlanHumane Society Silicon Valle…$9MSaint Mary's Home of Erie 403(b) PlanSaint Mary's Home of Erie 40…$9MBosma Industries for the Blind, Inc. 403(b) PlanBosma Industries for the Bli…$9MAntioch University Defined Contribution Retirement Plan and Tda for Staff EmployeesAntioch University Defined C…$9M403b Thrift Plan for Employees of America's Community Council403b Thrift Plan for Employe…$9M
End-of-year total assets ($M) among Humane Society Silicon Valley 403b Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN941196215
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Humane Society Silicon Valley)

Sponsor-wide plan assets over time

All Humane Society Silicon Valley plans reported in each filing year

Latest sponsor-wide plan assets
$9M 42.01661251400663% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $6.08M $8.64M ▲ +42.1%
Year Plans Participants Total Assets
2022 1 105 $6M
2023 1 121 $7M
2024 1 142 $9M

Nearby Other Plans in California

Peer Other plans, same state, same plan type, ranked by total assets.

Humane Society Silicon Valley 403b Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Humane Society Silicon Valley 403b Plan, Total assets ($B): 0.008639903 · Participants: 142Humane Society Silicon Valley 403b PlanStanford Contributory Retirement Plan, Total assets ($B): 12.568126014 · Participants: 22753Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 7.632419022 · Participants: 54954Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 6.931286515 · Participants: 24152Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 5.246676378 · Participants: 10970Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.81831751 · Participants: 20886University of Southern California Tax-Deferred Annuity Plan
Humane Society Silicon Valley 403b Plan vs. nearby Other plans in California, assets vs. participants

Humane Society Silicon Valley 403b Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Saint Mary's Home of Erie 403(b) Plan in PA ($9M); by covered participants it is Delaware County Christian School 403(b) Retirement in PA (142 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Humane Society Silicon Valley 403b Plan assets move in 2024?
Humane Society Silicon Valley 403b Plan grew sharply - up 23.1% during 2024, from $7M to $9M. Reported net income was $2M.
How have Humane Society Silicon Valley plan assets changed over time?
Across 3 plan years on file (2022-2024), Humane Society Silicon Valley's sponsor-wide assets grew 42.0%, from $6M to $9M.
Which Other plans are similar in size to Humane Society Silicon Valley 403b Plan?
Among Other plans in other states, the closest by assets is Saint Mary's Home of Erie 403(b) Plan in PA ($9M, 190 participants).
Which Other plans cover a similar participant headcount to Humane Society Silicon Valley 403b Plan?
Among Other plans in other states, the closest by covered participants is Delaware County Christian School 403(b) Retirement in PA (142 participants, N/A in assets).