Other · DOL Form 5500 · 2024

Center for Elders' Independence Retirement Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
372
Participants Below avg headcount
76th
Percentile by assets National rank
$74,893
Avg per participant Below avg balance/head
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Official DOL plan name: Center for Elders' Independence 403(b) Plan · Sponsored by Center for Elders' Independence · California · Real Estate

$28M in assets, 372 participants

Center for Elders' Independence's Center for Elders' Independence 403(b) Plan reported $28M in total assets and 372 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #4,085 in Real Estate (4,605 peers)

Where Center for Elders' Independence 403(b) Plan sits by assets

Center for Elders' Independence 403(b) Plan sits in the top quartile of all filed plans by assets, $28M for 372 participants (~$74,893/participant), up 23.6% in 2024.

#4,085
in Real Estate (4,605 peers)
+23.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Center for Elders' Independence 403(b) Plan's outsized position by total assets

Center for Elders' Independence 403(b) Plan vs every filed plan by assets

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

$27,860,234 Top 24% higher than 76% 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

Center for Elders' Independence 403(b) 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. Center for Elders' Independence 403(b) Plan sits mid-pack in the medium band (372 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Center for Elders' Independence 403(b) Plan end-of-year assets rose from $23M in the plan year 2023 filing to $28M in the plan year 2024 filing.
  • Center for Elders' Independence 403(b) Plan reported net income rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Center for Elders' Independence 403(b) Plan reported participants rose from 353 in the plan year 2023 filing to 372 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 943123446 · Center for Elders' Independence PY 2024 · Other

Center for Elders' Independence 403(b) Plan · $28M · 372 · 76th

  • EIN $28M
  • EIN 372
  • EIN 76th
  • EIN Other
  • EIN near 403(b) Thrift Plan of Community Health Care, Inc
  • EIN ind #4085

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 Real Estate retirement plans → · Plans in California →

Center for Elders' Independence 403(b) Plan in the asset neighbourhood

Center for Elders' Independence 403(b) PlanCenter for Elders' Independe…$28M403(b) Thrift Plan of Community Health Care, Inc403(b) Thrift Plan of Commun…$28MLocal Government Corporation Retirement PlanLocal Government Corporation…$28MBarton College Retirement PlanBarton College Retirement Pl…$28MEagle Hill Foundation of Massachusetts Inc. Defined Contribution Retirement PlanEagle Hill Foundation of Mas…$28M
End-of-year total assets ($M) among Center for Elders' Independence 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$28M
Net Income$5M
Employer EIN943123446
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Center for Elders' Independence)

Sponsor-wide plan assets over time

All Center for Elders' Independence plans reported in each filing year

Latest sponsor-wide plan assets
$28M 56.555636348923954% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $17.8M $27.9M ▲ +56.5%
Year Plans Participants Total Assets
2022 1 331 $18M
2023 1 353 $23M
2024 1 372 $28M

Nearby Other Plans in California

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

Center for Elders' Independence 403(b) Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Center for Elders' Independence 403(b) Plan, Total assets ($B): 0.027860234 · Participants: 372Center for Elders' Independence 403(b) 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
Center for Elders' Independence 403(b) Plan vs. nearby Other plans in California, assets vs. participants
Compare Center for Elders' Independence 403(b) Plan side-by-side with 3 peers →

Center for Elders' Independence 403(b) Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is 403(b) Thrift Plan of Community Health Care, Inc in IA ($28M); by covered participants it is Felician University Retirement Plan in NJ (372 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (372 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.

Frequently Asked Questions

How did Center for Elders' Independence 403(b) Plan assets move in 2024? ▼
Center for Elders' Independence 403(b) Plan grew sharply - up 23.6% during 2024, from $23M to $28M. Reported net income was $5M.
How have Center for Elders' Independence plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Center for Elders' Independence's sponsor-wide assets grew 56.6%, from $18M to $28M.
Where does Center for Elders' Independence 403(b) Plan rank by assets among Form 5500 filers? ▼
Center for Elders' Independence 403(b) Plan ranks in the 76th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Center for Elders' Independence 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan of Community Health Care, Inc in IA ($28M, 469 participants).
Which Other plans cover a similar participant headcount to Center for Elders' Independence 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Felician University Retirement Plan in NJ (372 participants, $45M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 943123446.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.