401(k) · DOL Form 5500 · 2024
Union Station Homeless Services 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 263
- Participants Below avg headcount
- 51st
- Percentile by assets National rank
- $30,328
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan for Union Station Homeless Services · Sponsored by Union Station Homeless Services · California · Healthcare & Social Assistance
$8M in assets, 263 participants
Union Station Homeless Services's 403(b) Thrift Plan for Union Station Homeless Services reported $8M in total assets and 263 participants in its 2024 DOL Form 5500 filing, ranking in the 51st 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.
- #9,457 in Healthcare & Social Assistance (16,916 peers)
Coverage in California
403(b) Thrift Plan for Union Station Homeless Services covers 263 participants in California, about 42% of the average California filer (state average ~630 per filing). Assets: $8M.
- #9,457
- in Healthcare & Social Assistance (16,916 peers)
- +20.0%
- assets growth YoY
403(b) Thrift Plan for Union Station Homeless Services's mid-pack asset rank among Healthcare & Social Assistance and all filers
403(b) Thrift Plan for Union Station Homeless Services vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$7,976,277 Top 49% higher than 51% 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
403(b) Thrift Plan for Union Station Homeless Services 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. 403(b) Thrift Plan for Union Station Homeless Services sits mid-pack in the medium band (263 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 403(b) Thrift Plan for Union Station Homeless Services reported net income rose from $705K in the plan year 2023 filing to $1M in the plan year 2024 filing.
- 403(b) Thrift Plan for Union Station Homeless Services end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- 403(b) Thrift Plan for Union Station Homeless Services reported participants fell from 274 in the plan year 2023 filing to 263 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 953958741 · Union Station Homeless Services PY 2024 · 401(k)
403(b) Thrift Plan for Union Station Homeless Services · $8M · 263 · 51st
- 5500 $8M
- ASSETS 263
- PCT 51st
- EIN 401(k)
- RANK near John S. Connor, Inc. 401(k) Profit Sharing Plan
- PHOTO ind #9457
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 Union Station Homeless Services in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $1M |
| Employer EIN | 953958741 |
| Plan Effective Date | 2005-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Union Station Homeless Services)
Sponsor-wide plan assets over time
All Union Station Homeless Services plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 34.269387625929994% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 227 | $6M |
| 2023 | 1 | 274 | $7M |
| 2024 | 1 | 263 | $8M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
403(b) Thrift Plan for Union Station Homeless Services's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is John S. Connor, Inc. 401(k) Profit Sharing Plan in MD ($8M); by covered participants it is Cansortium Holdings 401(k) Plan in FL (263 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (263 participants); asset peers above are excluded.
- Cansortium Holdings 401(k) Plan (FL) 263 · 0 off
- First National Bank Savings and Investment Plan (ME) 263 · 0 off
- The Informatics Applications Group 401(k) Profit Sharing Plan (VA) 263 · 0 off
- Calloway's Nursery, Inc. 401(k) Plan (TX) 263 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.