Other · DOL Form 5500 · 2024

Donor Network West Retirement Plan

Data updated 2026-08-25

$58M
Total assets Below avg plan size
445
Participants Below avg headcount
86th
Percentile by assets National rank
$129,740
Avg per participant Near avg balance/head
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Official DOL plan name: Donor Network West Retirement Plan · Sponsored by Donor Network West · California · Healthcare & Social Assistance

$58M in assets, 445 participants

Donor Network West's Donor Network West Retirement Plan reported $58M in total assets and 445 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

  • #14,841 in Healthcare & Social Assistance (16,916 peers)

Where Donor Network West Retirement Plan sits by assets

Donor Network West Retirement Plan sits in the top quartile of all filed plans by assets, $58M for 445 participants (~$129,740/participant), up 12.4% in 2024.

#14,841
in Healthcare & Social Assistance (16,916 peers)
+12.4%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Donor Network West Retirement Plan's outsized position by total assets

Donor Network West Retirement Plan vs every filed plan by assets

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

$57,734,179 Top 14% higher than 86% 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

Donor Network West 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. Donor Network West Retirement Plan sits mid-pack in the medium band (445 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Donor Network West Retirement Plan reported net income fell from $9M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Donor Network West Retirement Plan end-of-year assets rose from $51M in the plan year 2023 filing to $58M in the plan year 2024 filing.
  • Donor Network West Retirement Plan reported participants rose from 408 in the plan year 2023 filing to 445 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 943062436 · Donor Network West PY 2024 · Other

Donor Network West Retirement Plan · $58M · 445 · 86th

  • BOOK $58M
  • BOOK 445
  • BOOK 86th
  • BOOK Other
  • BOOK near Yai Network Affiliates 403(b) Plan
  • BOOK ind #14841

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 →

Donor Network West Retirement Plan in the asset neighbourhood

Froedtert Memorial Lutheran Hospital/Froedtert Health 403(b) Thrift PlanFroedtert Memorial Lutheran …$58MDonor Network West Retirement PlanDonor Network West Retiremen…$58MYai Network Affiliates 403(b) PlanYai Network Affiliates 403(b…$58MVaughn College of Aeronautics and Technology Defined Contribution Retirement PlanVaughn College of Aeronautic…$58MCherokee Health Systems, Inc. Tax Deferred Retirement PlanCherokee Health Systems, Inc…$58M
End-of-year total assets ($M) among Donor Network West Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$51M
Net Assets (End of Year)$58M
Net Income$6M
Employer EIN943062436
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Donor Network West)

Sponsor-wide plan assets over time

All Donor Network West plans reported in each filing year

Latest sponsor-wide plan assets
$58M 35.66517438727275% vs 2022
2024 filing year
$40M$45M$50M$55M$60M 202220232024 $42.6M $57.7M ▲ +35.6%
Year Plans Participants Total Assets
2022 1 384 $43M
2023 1 408 $51M
2024 1 445 $58M

Nearby Other Plans in California

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

Donor Network West Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Donor Network West Retirement Plan, Total assets ($B): 0.057734179 · Participants: 445Donor Network West 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
Donor Network West Retirement Plan vs. nearby Other plans in California, assets vs. participants

Donor Network West Retirement Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Yai Network Affiliates 403(b) Plan in NY ($58M); by covered participants it is Sourceamerica Tax Deferred Annuity Plan in VA (445 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (445 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 Donor Network West Retirement Plan assets move in 2024? ▼
Donor Network West Retirement Plan grew at a solid clip - up 12.4% during 2024, from $51M to $58M. Reported net income was $6M.
How have Donor Network West plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Donor Network West's sponsor-wide assets grew 35.7%, from $43M to $58M.
Where does Donor Network West Retirement Plan rank by assets among Form 5500 filers? ▼
Donor Network West Retirement Plan ranks in the 86th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Donor Network West Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Yai Network Affiliates 403(b) Plan in NY ($58M, 3,936 participants).
Which Other plans cover a similar participant headcount to Donor Network West Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Sourceamerica Tax Deferred Annuity Plan in VA (445 participants, $135M in assets).