401(k)
2024 plan-year 401(k) DOL Form 5500

403(b) Thrift Plan for Employees of Side by Side

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Side by Side · California · Healthcare & Social Assistance

What the 2023 filing shows

403(b) Thrift Plan for Employees of Side by Side holds $6M for 105 participants — about $53,524 per participant, up 16.5% over the 2024 plan year.

$6M
total plan assets (2024 EOY)
105
covered participants
$53,524
avg assets per participant
+16.5%
assets growth YoY
Total Assets (2023)
$6M
Participants
105
State
Industry
Healthcare & Social Assistance

What the Filing Says About 403(b) Thrift Plan for Employees of Side by Side

403(b) Thrift Plan for Employees of Side by Side is a 401(k) retirement plan sponsored by Side by Side, headquartered in California. As of the 2024 Form 5500 filing, the plan reports $6M in total end-of-year assets and covers 105 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 941156301, and the plan has been effective since 1999-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $5M at the beginning of 2024 to $6M at year-end — a gain of 16.5%. Net assets (after liabilities) closed the year at $6M, with reported net income of $798K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$5M
Total Assets (End of Year)$6M
Net Assets (End of Year)$6M
Net Income$798K
Plan Type401(k)
Employer EIN941156301
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Side by Side)

Year Plans Participants Total Assets
2022 1 86 $4M
2023 1 96 $5M
2024 1 105 $6M

Nearby 401(k) Plans in California

Peer 401(k) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the 403(b) Thrift Plan for Employees of Side by Side?
As of the 2024 Form 5500 filing, 403(b) Thrift Plan for Employees of Side by Side holds $6M in total assets with 105 participants. It is sponsored by Side by Side.
What type of plan is 403(b) Thrift Plan for Employees of Side by Side?
403(b) Thrift Plan for Employees of Side by Side is a 401(k) plan. It has been effective since 1999-01-01. The plan is filed with the U.S. Department of Labor under EIN 941156301.
Who sponsors the 403(b) Thrift Plan for Employees of Side by Side?
403(b) Thrift Plan for Employees of Side by Side is sponsored by Side by Side, located in California. The sponsor's EIN is 941156301 and the plan operates in the Healthcare & Social Assistance industry.
How did 403(b) Thrift Plan for Employees of Side by Side perform in 2024?
403(b) Thrift Plan for Employees of Side by Side grew by 16.5% during 2024, moving from $5M to $6M in total assets. Net income was $798K.
Where can I find official filings for 403(b) Thrift Plan for Employees of Side by Side?
Official Form 5500 filings for 403(b) Thrift Plan for Employees of Side by Side are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 941156301 or plan name at efast.dol.gov.
How does 403(b) Thrift Plan for Employees of Side by Side compare to other plans?
You can compare 403(b) Thrift Plan for Employees of Side by Side against other 401(k) plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 941156301.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

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