Other · DOL Form 5500 · 2024
San Diego Hebrew Homes Retirement Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 256
- Participants Below avg headcount
- 53rd
- Percentile by assets National rank
- $34,197
- Avg per participant Low balance/head
Official DOL plan name: San Diego Hebrew Homes 403b Plan · Sponsored by San Diego Hebrew Homes · California · Healthcare & Social Assistance
$9M in assets, 256 participants
San Diego Hebrew Homes's San Diego Hebrew Homes 403b Plan reported $9M in total assets and 256 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.
- #9,844 in Healthcare & Social Assistance (16,916 peers)
Coverage in California
San Diego Hebrew Homes 403b Plan covers 256 participants in California, about 41% of the average California filer (state average ~630 per filing). Assets: $9M.
- #9,844
- in Healthcare & Social Assistance (16,916 peers)
- -4.6%
- assets change YoY
The plan reported a net loss of $424K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
San Diego Hebrew Homes 403b Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
San Diego Hebrew Homes 403b Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$8,754,345 Top 47% higher than 53% 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
San Diego Hebrew Homes 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. San Diego Hebrew Homes 403b Plan sits mid-pack in the medium band (256 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- San Diego Hebrew Homes 403b Plan reported net income fell from $1M in the plan year 2023 filing to -$424K in the plan year 2024 filing.
- San Diego Hebrew Homes 403b Plan end-of-year assets fell from $9M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- San Diego Hebrew Homes 403b Plan reported participants rose from 250 in the plan year 2023 filing to 256 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 951455284 · San Diego Hebrew Homes PY 2024 · Other
San Diego Hebrew Homes 403b Plan · $9M · 256 · 53rd
- PART $9M
- TYPE 256
- NET 53rd
- BOOK Other
- VS-ST near Michigan Humane Society 403(b) Plan
- BOY ind #9844
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 →
San Diego Hebrew Homes 403b Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | -$424K |
| Employer EIN | 951455284 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (San Diego Hebrew Homes)
Sponsor-wide plan assets over time
All San Diego Hebrew Homes plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 12.725127506100552% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 230 | $8M |
| 2023 | 1 | 250 | $9M |
| 2024 | 1 | 256 | $9M |
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
San Diego Hebrew Homes 403b Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Michigan Humane Society 403(b) Plan in MI ($9M); by covered participants it is Stewart Memorial Community Hospital Internal Revenue Code Section 403(b) in IA (256 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (256 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.