Other · DOL Form 5500 · 2024
The Redwoods a Community of Seniors Retirement Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 156
- Participants Small participant base
- 46th
- Percentile by assets National rank
- $39,216
- Avg per participant Low balance/head
Official DOL plan name: The Redwoods 403(b) Retirement Plan · Sponsored by The Redwoods a Community of Seniors · California · Healthcare & Social Assistance
$6M in assets, 156 participants
The Redwoods a Community of Seniors's The Redwoods 403(b) Retirement Plan reported $6M in total assets and 156 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.
- #8,396 in Healthcare & Social Assistance (16,916 peers)
Coverage in California
The Redwoods 403(b) Retirement Plan covers 156 participants in California, about 25% of the average California filer (state average ~630 per filing). Assets: $6M.
- #8,396
- in Healthcare & Social Assistance (16,916 peers)
- +13.1%
- assets growth YoY
The Redwoods 403(b) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
The Redwoods 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,117,720 46th percentile higher than 46% 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
The Redwoods 403(b) 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. The Redwoods 403(b) Retirement Plan sits mid-pack in the medium band (156 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Redwoods 403(b) Retirement Plan reported net income rose from $171K in the plan year 2023 filing to $710K in the plan year 2024 filing.
- The Redwoods 403(b) Retirement Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- The Redwoods 403(b) Retirement Plan reported participants rose from 144 in the plan year 2023 filing to 156 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 237085414 · The Redwoods a Community of Seniors PY 2024 · Other
The Redwoods 403(b) Retirement Plan · $6M · 156 · 46th
- TYPE $6M
- TYPE 156
- TYPE 46th
- TYPE Other
- TYPE near Upper Bay 403(b) Plan
- TYPE ind #8396
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 →
The Redwoods 403(b) Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $710K |
| Employer EIN | 237085414 |
| Plan Effective Date | 1999-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Redwoods a Community of Seniors)
Sponsor-wide plan assets over time
All The Redwoods a Community of Seniors plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 16.841022663573938% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 151 | $5M |
| 2023 | 1 | 144 | $5M |
| 2024 | 1 | 156 | $6M |
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
The Redwoods 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Upper Bay 403(b) Plan in MD ($6M); by covered participants it is New America Foundation 403(b) DC Plan in DC (156 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
- Upper Bay 403(b) Plan (MD) $6M · 127
- Naf 403(b) Plan (MD) $6M · 78
- Buildon, Inc. Retirement Savings Plan (CT) $6M · 86
- Crossroads Continuum, Inc. 403(b) Plan (MA) $6M · 164
Similar participant headcount
Nearest other-state filings by covered participants (156 participants); asset peers above are excluded.
- New America Foundation 403(b) DC Plan (DC) 156 · 0 off
- New Hampton School Defined Contribution and Tax Deferred Annuity Retirement Plan (NH) 156 · 0 off
- Sangre De Cristo Hospice & Palliative Care 403(b) Retirement Plan (CO) 156 · 0 off
- Area Agency on Aging of Northwest Arkansas, Inc. Retirement Plan (AR) 156 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.