Other · DOL Form 5500 · 2024
The Felton Institute Retirement Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 551
- Participants Below avg headcount
- 53rd
- Percentile by assets National rank
- $16,319
- Avg per participant Low balance/head
Official DOL plan name: The Felton Institute 403b Plan · Sponsored by The Felton Institute · California · Healthcare & Social Assistance
$9M in assets, 551 participants
The Felton Institute's The Felton Institute 403b Plan reported $9M in total assets and 551 participants in its 2024 DOL Form 5500 filing, ranking in the 53rd 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.
- #9,929 in Healthcare & Social Assistance (16,916 peers)
The Felton Institute multi-year trail
The Felton Institute's plans moved +63.8% in assets from 2022 to 2024; this filing shows The Felton Institute 403b Plan at $9M / 551 participants.
- #9,929
- in Healthcare & Social Assistance (16,916 peers)
- +27.5%
- assets growth YoY
The Felton Institute 403b Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
The Felton Institute 403b Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$8,992,007 Top 47% higher than 53% 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 Felton Institute 403b 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 Felton Institute 403b Plan sits mid-pack in the medium band (551 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Felton Institute 403b Plan end-of-year assets rose from $7M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- The Felton Institute 403b Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- The Felton Institute 403b Plan reported participants rose from 502 in the plan year 2023 filing to 551 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 941156530 · The Felton Institute PY 2024 · Other
The Felton Institute 403b Plan · $9M · 551 · 53rd
- PHOTO $9M
- PHOTO 551
- PHOTO 53rd
- PHOTO Other
- PHOTO near United Way of Greater Cincinnati 403(b) Plan
- PHOTO ind #9929
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 Felton Institute 403b Plan in the asset neighbourhood
The Felton Institute multi-year asset trail
Sponsor-wide plan assets over time
All The Felton Institute plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 63.81730085701596% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 386 | $5M |
| 2023 | 1 | 502 | $7M |
| 2024 | 1 | 551 | $9M |
The Felton Institute filing trail (2024)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $2M |
| Employer EIN | 941156530 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
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 Felton Institute 403b Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is United Way of Greater Cincinnati 403(b) Plan in OH ($9M); by covered participants it is Mount Prospect Academy, Inc. 403(b) Plan in NH (551 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (551 participants); asset peers above are excluded.
- Mount Prospect Academy, Inc. 403(b) Plan (NH) 551 · 0 off
- Emmanuel College Defined Contribution Plan (MA) 551 · 0 off
- Refuah Health Center, Inc. 403(b) Plan (NY) 550 · 1 off
- John Knox Village Savings Plan (FL) 550 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.