Other · DOL Form 5500 · 2024
Aldea Inc. Retirement Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 120
- Participants Small participant base
- 51st
- Percentile by assets National rank
- $65,688
- Avg per participant Below avg balance/head
Official DOL plan name: Aldea Inc. 403b Plan · Sponsored by Aldea Inc. · California · Healthcare & Social Assistance
$8M in assets, 120 participants
Aldea Inc.'s Aldea Inc. 403b Plan reported $8M in total assets and 120 participants in its 2024 DOL Form 5500 filing, ranking in the 51st 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.
- #9,401 in Healthcare & Social Assistance (16,916 peers)
Coverage in California
Aldea Inc. 403b Plan covers 120 participants in California, about 19% of the average California filer (state average ~630 per filing). Assets: $8M.
- #9,401
- in Healthcare & Social Assistance (16,916 peers)
- -2.5%
- assets change YoY
The plan reported a net loss of $206K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Aldea Inc. 403b Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Aldea Inc. 403b Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$7,882,531 Top 49% higher than 51% 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
Aldea Inc. 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. Aldea Inc. 403b Plan sits mid-pack in the medium band (120 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Aldea Inc. 403b Plan reported net income fell from $2M in the plan year 2023 filing to -$206K in the plan year 2024 filing.
- Aldea Inc. 403b Plan end-of-year assets fell from $8M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- Aldea Inc. 403b Plan reported participants rose from 118 in the plan year 2023 filing to 120 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 942159248 · Aldea Inc. PY 2024 · Other
Aldea Inc. 403b Plan · $8M · 120 · 51st
- PART $8M
- TYPE 120
- NET 51st
- BOOK Other
- VS-ST near St. Vincent De Paul of Baltimore 403(b) Plan
- BOY ind #9401
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 →
Aldea Inc. 403b Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | -$206K |
| Employer EIN | 942159248 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Aldea Inc.)
Sponsor-wide plan assets over time
All Aldea Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 19.784781823116447% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 96 | $7M |
| 2023 | 1 | 118 | $8M |
| 2024 | 1 | 120 | $8M |
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
Aldea Inc. 403b Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is St. Vincent De Paul of Baltimore 403(b) Plan in MD ($8M); by covered participants it is Early Learning Coalition of Palm Beach County, Inc. Section 403b Tax Deferred Annuity Plan in FL (120 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (120 participants); asset peers above are excluded.
- Early Learning Coalition of Palm Beach County, Inc. Section 403b Tax Deferred Annuity Plan (FL) 120 · 0 off
- Hospice of Southern Illinois, Inc. 403(b) Plan (IL) 120 · 0 off
- The Fort Wayne Rescue Mission Ministries Inc. 403(b) Plan (IN) 120 · 0 off
- Pennsylvania Institute of Technology Defined Contribution Plan (PA) 120 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.