Other · DOL Form 5500 · 2024
Wu Yee Childrens Services Retirement Plan
Data updated 2026-08-25
- $34M
- Total assets Below avg plan size
- 256
- Participants Below avg headcount
- 79th
- Percentile by assets National rank
- $132,226
- Avg per participant Near avg balance/head
Official DOL plan name: Wu Yee Childrens Services 403(b) Plan · Sponsored by Wu Yee Childrens Services · California · Healthcare & Social Assistance
$34M in assets, 256 participants
Wu Yee Childrens Services's Wu Yee Childrens Services 403(b) Plan reported $34M in total assets and 256 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.
- #13,905 in Healthcare & Social Assistance (16,916 peers)
Coverage in California
Wu Yee Childrens Services 403(b) Plan covers 256 participants in California, about 41% of the average California filer (state average ~630 per filing). Assets: $34M.
- #13,905
- in Healthcare & Social Assistance (16,916 peers)
- +39.0%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Wu Yee Childrens Services 403(b) Plan's outsized position by total assets
Wu Yee Childrens Services 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$33,849,926 Top 21% higher than 79% 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
Wu Yee Childrens Services 403(b) 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. Wu Yee Childrens Services 403(b) Plan sits mid-pack in the medium band (256 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Wu Yee Childrens Services 403(b) Plan end-of-year assets rose from $24M in the plan year 2023 filing to $34M in the plan year 2024 filing.
- Wu Yee Childrens Services 403(b) Plan reported net income rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- Wu Yee Childrens Services 403(b) Plan reported participants rose from 243 in the plan year 2023 filing to 256 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 942387002 · Wu Yee Childrens Services PY 2024 · Other
Wu Yee Childrens Services 403(b) Plan · $34M · 256 · 79th
- BOOK $34M
- BOOK 256
- BOOK 79th
- BOOK Other
- BOOK near Youth Consultation Service Tax Sheltered Annuity Plan
- BOOK ind #13905
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 →
Wu Yee Childrens Services 403(b) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $34M |
| Net Income | $9M |
| Employer EIN | 942387002 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wu Yee Childrens Services)
Sponsor-wide plan assets over time
All Wu Yee Childrens Services plans reported in each filing year
- Latest sponsor-wide plan assets
- $34M 104.23599040613666% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 253 | $17M |
| 2023 | 1 | 243 | $24M |
| 2024 | 1 | 256 | $34M |
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
Wu Yee Childrens Services 403(b) Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Youth Consultation Service Tax Sheltered Annuity Plan in NJ ($34M); by covered participants it is Stewart Memorial Community Hospital Internal Revenue Code Section 403(b) in IA (256 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($34M here).
Similar participant headcount
Nearest other-state filings by covered participants (256 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.