Other · DOL Form 5500 · 2024

Peninsula Humane Society & Spca Retirement Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
139
Participants Small participant base
62nd
Percentile by assets National rank
$98,026
Avg per participant Below avg balance/head
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Official DOL plan name: Peninsula Humane Society & Spca Retirement Plan · Sponsored by Peninsula Humane Society & Spca · California · Other Services

$14M in assets, 139 participants

Peninsula Humane Society & Spca's Peninsula Humane Society & Spca Retirement Plan reported $14M in total assets and 139 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.

  • #6,087 in Other Services (7,719 peers)

Coverage in California

Peninsula Humane Society & Spca Retirement Plan covers 139 participants in California, about 22% of the average California filer (state average ~630 per filing). Assets: $14M.

#6,087
in Other Services (7,719 peers)
+17.6%
assets growth YoY

Peninsula Humane Society & Spca Retirement Plan's mid-pack asset rank among Other Services and all filers

Peninsula Humane Society & Spca Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$13,625,558 Top 38% higher than 62% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Peninsula Humane Society & Spca 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. Peninsula Humane Society & Spca Retirement Plan sits mid-pack in the medium band (139 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Peninsula Humane Society & Spca Retirement Plan reported net income rose from $541K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Peninsula Humane Society & Spca Retirement Plan end-of-year assets rose from $12M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • Peninsula Humane Society & Spca Retirement Plan reported participants rose from 126 in the plan year 2023 filing to 139 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 941243665 · Peninsula Humane Society & Spca PY 2024 · Other

Peninsula Humane Society & Spca Retirement Plan · $14M · 139 · 62nd

  • PART $14M
  • PART 139
  • PART 62nd
  • PART Other
  • PART near Wasatch Academy Pension Plan
  • PART ind #6087

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 →

Peninsula Humane Society & Spca Retirement Plan in the asset neighbourhood

University Corporation for Advanced Internet Development Tda PlanUniversity Corporation for A…$14MGoodwill Industries of Central Florida 403(b) PlanGoodwill Industries of Centr…$14MPeninsula Humane Society & Spca Retirement PlanPeninsula Humane Society & S…$14MWasatch Academy Pension Plan$14MLincoln Primary Care Center, Inc. 403(b) DC PlanLincoln Primary Care Center,…$14M
End-of-year total assets ($M) among Peninsula Humane Society & Spca Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$14M
Net Income$2M
Employer EIN941243665
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Peninsula Humane Society & Spca)

Sponsor-wide plan assets over time

All Peninsula Humane Society & Spca plans reported in each filing year

Latest sponsor-wide plan assets
$14M 23.304724490609452% vs 2022
2024 filing year
$10M$11M$12M$13M$14M 202220232024 $11.1M $13.6M ▲ +23.3%
Year Plans Participants Total Assets
2022 1 112 $11M
2023 1 126 $12M
2024 1 139 $14M

Nearby Other Plans in California

Peer Other plans, same state, same plan type, ranked by total assets.

Peninsula Humane Society & Spca Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Peninsula Humane Society & Spca Retirement Plan, Total assets ($B): 0.013625558 · Participants: 139Peninsula Humane Society & Spca Retirement PlanStanford Contributory Retirement Plan, Total assets ($B): 12.568126014 · Participants: 22753Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 7.632419022 · Participants: 54954Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 6.931286515 · Participants: 24152Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 5.246676378 · Participants: 10970Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.81831751 · Participants: 20886University of Southern California Tax-Deferred Annuity Plan
Peninsula Humane Society & Spca Retirement Plan vs. nearby Other plans in California, assets vs. participants

Peninsula Humane Society & Spca Retirement Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Wasatch Academy Pension Plan in UT ($14M); by covered participants it is Westchester Institute for Human Development 403(b) DC Plan in NY (139 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (139 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Peninsula Humane Society & Spca Retirement Plan assets move in 2024?
Peninsula Humane Society & Spca Retirement Plan grew sharply - up 17.6% during 2024, from $12M to $14M. Reported net income was $2M.
How have Peninsula Humane Society & Spca plan assets changed over time?
Across 3 plan years on file (2022-2024), Peninsula Humane Society & Spca's sponsor-wide assets grew 23.3%, from $11M to $14M.
Which Other plans are similar in size to Peninsula Humane Society & Spca Retirement Plan?
Among Other plans in other states, the closest by assets is Wasatch Academy Pension Plan in UT ($14M, 53 participants).
Which Other plans cover a similar participant headcount to Peninsula Humane Society & Spca Retirement Plan?
Among Other plans in other states, the closest by covered participants is Westchester Institute for Human Development 403(b) DC Plan in NY (139 participants, $21M in assets).