Other · DOL Form 5500 · 2024
Compass Family Services Retirement Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 183
- Participants Below avg headcount
- 42nd
- Percentile by assets National rank
- $27,474
- Avg per participant Low balance/head
Official DOL plan name: Compass Family Services 403(b) Plan · Sponsored by Compass Family Services · California · Healthcare & Social Assistance
$5M in assets, 183 participants
Compass Family Services's Compass Family Services 403(b) Plan reported $5M in total assets and 183 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.
- #7,643 in Healthcare & Social Assistance (16,916 peers)
Coverage in California
Compass Family Services 403(b) Plan covers 183 participants in California, about 29% of the average California filer (state average ~630 per filing). Assets: $5M.
- #7,643
- in Healthcare & Social Assistance (16,916 peers)
- +29.7%
- assets growth YoY
Compass Family Services 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Compass Family Services 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,027,717 42nd percentile higher than 42% 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
Compass Family Services 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. Compass Family Services 403(b) Plan sits mid-pack in the medium band (183 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Compass Family Services 403(b) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Compass Family Services 403(b) Plan reported participants rose from 148 in the plan year 2023 filing to 183 in the plan year 2024 filing.
- Compass Family Services 403(b) Plan reported net income rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 941156622 · Compass Family Services PY 2024 · Other
Compass Family Services 403(b) Plan · $5M · 183 · 42nd
- RANK $5M
- RANK 183
- RANK 42nd
- RANK Other
- RANK near Tortilleria Atotonilco, Inc. Profit Sharing Plan
- RANK ind #7643
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 →
Compass Family Services 403(b) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $1M |
| Employer EIN | 941156622 |
| Plan Effective Date | 1980-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Compass Family Services)
Sponsor-wide plan assets over time
All Compass Family Services plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 63.59615179832257% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 222 | $6M |
| 2023 | 2 | 241 | $8M |
| 2024 | 2 | 303 | $9M |
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
Compass Family Services 403(b) Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Tortilleria Atotonilco, Inc. Profit Sharing Plan in IL ($5M); by covered participants it is Rfe/Rl, Inc. US Retirement Savings Plan in DC (183 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (183 participants); asset peers above are excluded.
- Rfe/Rl, Inc. US Retirement Savings Plan (DC) 183 · 0 off
- Salisbury School DC Retirement Plan (CT) 183 · 0 off
- Logan University DC Plan (MO) 183 · 0 off
- St Thomas Aquinas College Section 403b Plan (NY) 183 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.