Other · DOL Form 5500 · 2024
Conard House, Inc. Retirement Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 139
- Participants Small participant base
- 48th
- Percentile by assets National rank
- $50,788
- Avg per participant Low balance/head
Official DOL plan name: Conard House Retirement Plan · Sponsored by Conard House, Inc. · California · Healthcare & Social Assistance
$7M in assets, 139 participants
Conard House, Inc.'s Conard House Retirement Plan reported $7M in total assets and 139 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.
- #8,989 in Healthcare & Social Assistance (16,916 peers)
Coverage in California
Conard House Retirement Plan covers 139 participants in California, about 22% of the average California filer (state average ~630 per filing). Assets: $7M.
- #8,989
- in Healthcare & Social Assistance (16,916 peers)
- -3.5%
- assets change YoY
The plan reported a net loss of $255K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Conard House Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Conard House Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$7,059,469 48th percentile higher than 48% 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
Conard House Retirement 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. Conard House Retirement Plan sits mid-pack in the medium band (139 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Conard House Retirement Plan reported net income fell from $909K in the plan year 2023 filing to -$255K in the plan year 2024 filing.
- Conard House Retirement Plan reported participants rose from 127 in the plan year 2023 filing to 139 in the plan year 2024 filing.
- Conard House Retirement Plan end-of-year assets fell from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 941489356 · Conard House, Inc. PY 2024 · Other
Conard House Retirement Plan · $7M · 139 · 48th
- EIN $7M
- RANK 139
- PHOTO 48th
- IND Other
- EOY near Acts 403(b) Plan
- 5500 ind #8989
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 →
Conard House Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$255K |
| Employer EIN | 941489356 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Conard House, Inc.)
Sponsor-wide plan assets over time
All Conard House, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 10.213328791245093% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 124 | $6M |
| 2023 | 1 | 127 | $7M |
| 2024 | 1 | 139 | $7M |
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
Conard House Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Acts 403(b) Plan in FL ($7M); by covered participants it is Westchester Institute for Human Development 403(b) DC Plan in NY (139 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
- Acts 403(b) Plan (FL) $7M · 260
- Dollar Energy Fund, Inc. 403(b) Plan (PA) $7M · 109
- Aging Services of North Central Massachusetts, Inc. 403(b) Plan (MA) $7M · 107
- Inly School 403(b) DC Plan (MA) $7M · 122
Similar participant headcount
Nearest other-state filings by covered participants (139 participants); asset peers above are excluded.
- Westchester Institute for Human Development 403(b) DC Plan (NY) 139 · 0 off
- Clarke Schools Retirement Plan (MA) 139 · 0 off
- 403b Thrift Plan for Employees of America's Community Council (MI) 139 · 0 off
- Denver Art Museum DC Plan (CO) 139 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.