Other · DOL Form 5500 · 2024

Legal Aid Foundation of Los Angeles Retirement Plan

Data updated 2026-07-24

$27M
Total assets
220
Participants
76th
Percentile by assets
$122,181
Avg per participant
PlainRetire home → About this data

Official DOL plan name: Legal Aid Foundation of Los Angeles Tax Deferred Annuity Plan · Sponsored by Legal Aid Foundation of Los Angeles · California · Professional & Technical Services

$27M in assets, 220 participants

Legal Aid Foundation of Los Angeles's Legal Aid Foundation of Los Angeles Tax Deferred Annuity Plan reported $27M in total assets and 220 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • 76th percentile by assets (of 116,472 plans)

Coverage in California

Legal Aid Foundation of Los Angeles Tax Deferred Annuity Plan covers 220 participants in California, about 35% of the average California filer (state average ~637 per filing). Assets: $27M.

$27M
total plan assets (2024 EOY)
220
covered participants
76th
percentile by assets (of 116,472 plans)
$122,181
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Legal Aid Foundation of Los Angeles Tax Deferred Annuity Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Legal Aid Foundation of Los Angeles Tax Deferred Annuity Plan end-of-year assets rose from $24M in the plan year 2023 filing to $27M in the plan year 2024 filing.
  • Legal Aid Foundation of Los Angeles Tax Deferred Annuity Plan reported participants rose from 212 in the plan year 2023 filing to 220 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Participants vs California filers

In California, the average filing covers about 637 participants across 14,392 plans. Legal Aid Foundation of Los Angeles Tax Deferred Annuity Plan reports 220 participants - about 35% of that state average ($27M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$27M
Net Income$3M
Employer EIN951684067
Plan Effective Date1982-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Legal Aid Foundation of Los Angeles)

$20M$22M$24M$26M$28M 202220232024 $21.3M $26.9M â–˛ +26.5%
Total plan assets by year, all Legal Aid Foundation of Los Angeles plans on file
Year Plans Participants Total Assets
2022 1 182 $21M
2023 1 212 $24M
2024 1 220 $27M

Nearby Other Plans in California

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

Legal Aid Foundation of Los Angeles Tax Deferred Annuity Plan vs. nearby Other plans in California, assets vs. participants

Legal Aid Foundation of Los Angeles Tax Deferred Annuity Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Legal Aid Foundation…Stanford Contributor…Sutter Health 403(b)…Stanford Health Care…Caltech Base Retirem…University of Southe…
Legal Aid Foundation of Los Angeles Tax Deferred Annuity Plan vs. nearby Other plans in California, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to Legal Aid Foundation of Los Angeles Tax Deferred Annuity Plan by total assets, not by location.

Frequently Asked Questions

How did Legal Aid Foundation of Los Angeles Tax Deferred Annuity Plan assets move in 2024?
Legal Aid Foundation of Los Angeles Tax Deferred Annuity Plan grew at a solid clip - up 14.3% during 2024, from $24M to $27M. Reported net income was $3M.
How have Legal Aid Foundation of Los Angeles plan assets changed over time?
Across 3 plan years on file (2022-2024), Legal Aid Foundation of Los Angeles's sponsor-wide assets grew 26.5%, from $21M to $27M.
Where does Legal Aid Foundation of Los Angeles Tax Deferred Annuity Plan rank by assets among Form 5500 filers?
Legal Aid Foundation of Los Angeles Tax Deferred Annuity Plan ranks in the 76th percentile by end-of-year assets among 116,472 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 Legal Aid Foundation of Los Angeles Tax Deferred Annuity Plan?
Among Other plans in other states, the closest by assets is The Barstow School Defined Contribution Retirement Plan in MO ($27M, 450 participants).

Filing takeaways

Ways to act on Legal Aid Foundation of Los Angeles Tax Deferred Annuity Plan's numbers.

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 951684067.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.