Other · DOL Form 5500 · 2024
Helen Woodward Animal Center Retirement Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 180
- Participants Small participant base
- 49th
- Percentile by assets National rank
- $40,878
- Avg per participant Low balance/head
Official DOL plan name: Helen Woodward Animal Center 403(b) Retirement Plan · Sponsored by Helen Woodward Animal Center · California · Other Services
$7M in assets, 180 participants
Helen Woodward Animal Center's Helen Woodward Animal Center 403(b) Retirement Plan reported $7M in total assets and 180 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.
- #5,375 in Other Services (7,719 peers)
Coverage in California
Helen Woodward Animal Center 403(b) Retirement Plan covers 180 participants in California, about 29% of the average California filer (state average ~630 per filing). Assets: $7M.
- #5,375
- in Other Services (7,719 peers)
- +17.7%
- assets growth YoY
Helen Woodward Animal Center 403(b) Retirement Plan's mid-pack asset rank among Other Services and all filers
Helen Woodward Animal Center 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$7,358,087 49th percentile higher than 49% 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
Helen Woodward Animal Center 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. Helen Woodward Animal Center 403(b) Retirement Plan sits mid-pack in the medium band (180 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Helen Woodward Animal Center 403(b) Retirement Plan reported net income fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Helen Woodward Animal Center 403(b) Retirement Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Helen Woodward Animal Center 403(b) Retirement Plan reported participants rose from 176 in the plan year 2023 filing to 180 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 237228287 · Helen Woodward Animal Center PY 2024 · Other
Helen Woodward Animal Center 403(b) Retirement Plan · $7M · 180 · 49th
- TYPE $7M
- NET 180
- BOOK 49th
- VS-ST Other
- BOY near Favarh 403(b) Retirement Plan
- SCH ind #5375
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 Other Services retirement plans → · Plans in California →
Helen Woodward Animal Center 403(b) Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $1M |
| Employer EIN | 237228287 |
| Plan Effective Date | 1996-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Helen Woodward Animal Center)
Sponsor-wide plan assets over time
All Helen Woodward Animal Center plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 50.41319188636927% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 166 | $5M |
| 2023 | 1 | 176 | $6M |
| 2024 | 1 | 180 | $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
Helen Woodward Animal Center 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Favarh 403(b) Retirement Plan in CT ($7M); by covered participants it is Kids and Company of Linn County 403(b) Plan in OR (180 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (180 participants); asset peers above are excluded.
- Kids and Company of Linn County 403(b) Plan (OR) 180 · 0 off
- The Family Institute 403(b) Retirement Plan (IL) 180 · 0 off
- The Seeing Eye, Inc. Matched Savings Plan (NJ) 180 · 0 off
- Meadows School Defined Contribution Retirement Plan (NV) 180 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.