Other · DOL Form 5500 · 2024
Elwyn California Retirement Plan
Data updated 2026-08-11
- $14M
- Total assets
- 903
- Participants
- 63rd
- Percentile by assets
- $15,594
- Avg per participant
Official DOL plan name: Elwyn California Defined Contribution 403b Plan · Sponsored by Elwyn California · California · Healthcare & Social Assistance
$14M in assets, 903 participants
Elwyn California's Elwyn California Defined Contribution 403b Plan reported $14M in total assets and 903 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.
- 63rd percentile by assets (of 123,622 plans)
- #11,533 in Healthcare & Social Assistance (16,916 peers)
Elwyn California multi-year trail
Elwyn California's plans moved +54.3% in assets from 2022 to 2024; this filing shows Elwyn California Defined Contribution 403b Plan at $14M / 903 participants.
- $14M
- total plan assets (2024 EOY)
- 903
- covered participants
- 63rd
- percentile by assets (of 123,622 plans)
- $15,594
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Elwyn California Defined Contribution 403b Plan end-of-year assets rose from $12M in the plan year 2023 filing to $14M in the plan year 2024 filing.
- Elwyn California Defined Contribution 403b Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Elwyn California Defined Contribution 403b Plan reported participants fell from 917 in the plan year 2023 filing to 903 in the plan year 2024 filing.
Elwyn California across 3 plan years on file
Across the 3 plan years Elwyn California has on file (2022-2024), sponsor-wide plan assets have moved from $9M to $14M, a gain of 54.3%, while reported participants moved from 954 to 903 (-5.3%). Peak year by sponsor assets: 2024 ($14M); trough: 2022 ($9M).
Elwyn California multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 954 | $9M |
| 2023 | 1 | 917 | $12M |
| 2024 | 1 | 903 | $14M |
Elwyn California filing trail (2024)
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $2M |
| Employer EIN | 261855027 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
Elwyn California Defined Contribution 403b Plan vs. nearby Other plans in California, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Elwyn California Defined Contribution 403b Plan by total assets, not by location.
- The River School 403(b) Plan (DC) $14M · 107
- Htea Employee Retirement Plan (FL) $14M · 163
- 401(k) Profit Sharing Plan of Rosco, Inc. (NY) $14M · 103
- Canopy Children's Solutions Retirement Plan (MS) $14M · 568
Frequently Asked Questions
How did Elwyn California Defined Contribution 403b Plan assets move in 2024? ▼
How have Elwyn California plan assets changed over time? ▼
Which Other plans are similar in size to Elwyn California Defined Contribution 403b Plan? ▼
Next read for Elwyn California Defined Contribution 40…
Multi-year trail
Ways to act on Elwyn California Defined Contribution 403b Plan's numbers.
- By total assets, Elwyn California Defined Contribution 403b Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in California. Compare plans
- Elwyn California's sponsor-wide assets have grown 54.3% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans