401(k) · DOL Form 5500 · 2024

Institute for Human and Social Development 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
156
Participants Small participant base
71st
Percentile by assets National rank
$134,910
Avg per participant Near avg balance/head
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Official DOL plan name: Institute for Human and Social Development Retirement Plan · Sponsored by Institute for Human and Social Development · California · Educational Services

$21M in assets, 156 participants

Institute for Human and Social Development's Institute for Human and Social Development Retirement Plan reported $21M in total assets and 156 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #1,968 in Educational Services (3,638 peers)

Coverage in California

Institute for Human and Social Development Retirement Plan covers 156 participants in California, about 25% of the average California filer (state average ~630 per filing). Assets: $21M.

#1,968
in Educational Services (3,638 peers)
+22.0%
assets growth YoY

Institute for Human and Social Development Retirement Plan's outsized position by total assets

Institute for Human and Social Development Retirement Plan vs every filed plan by assets

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

$21,045,919 Top 29% higher than 71% 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

Institute for Human and Social Development 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. Institute for Human and Social Development Retirement Plan sits mid-pack in the medium band (156 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Institute for Human and Social Development Retirement Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Institute for Human and Social Development Retirement Plan end-of-year assets rose from $17M in the plan year 2023 filing to $21M in the plan year 2024 filing.
  • Institute for Human and Social Development Retirement Plan reported participants rose from 135 in the plan year 2023 filing to 156 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 942920286 · Institute for Human and Social Development PY 2024 · 401(k)

Institute for Human and Social Development Retirement Plan · $21M · 156 · 71st

  • 5500 $21M
  • ASSETS 156
  • PCT 71st
  • EIN 401(k)
  • RANK near Applied Consultants, Inc. 401(k) Plan
  • PHOTO ind #1968

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 Educational Services retirement plans → · Plans in California →

Institute for Human and Social Development Retirement Plan in the asset neighbourhood

Institute for Human and Social Development Retirement PlanInstitute for Human and Soci…$21MApplied Consultants, Inc. 401(k) PlanApplied Consultants, Inc. 40…$21MGetty Realty Corp. Retirement and Profit Sharing PlanGetty Realty Corp. Retiremen…$21MFlood & Peterson Insurance, Inc. Profit Sharing PlanFlood & Peterson Insurance, …$21MSames Motor Company, Inc. Salary Deferral 401(k) Profit Sharing PlanSames Motor Company, Inc. Sa…$21M
End-of-year total assets ($M) among Institute for Human and Social Development Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$21M
Net Income$4M
Employer EIN942920286
Plan Effective Date1991-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Institute for Human and Social Development)

Sponsor-wide plan assets over time

All Institute for Human and Social Development plans reported in each filing year

Latest sponsor-wide plan assets
$21M 46.298900244564656% vs 2022
2024 filing year
$12M$14M$16M$18M$20M$22M 202220232024 $14.4M $21.1M ▲ +46.3%
Year Plans Participants Total Assets
2022 1 128 $14M
2023 1 135 $17M
2024 1 156 $21M

Nearby 401(k) Plans in California

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

Institute for Human and Social Development Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Institute for Human and Social Development Retirement Plan, Total assets ($B): 0.021045919 · Participants: 156Institute for Human and Social Development Retirement PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Institute for Human and Social Development Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Institute for Human and Social Development Retirement Plan side-by-side with 3 peers →

Institute for Human and Social Development Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Applied Consultants, Inc. 401(k) Plan in TX ($21M); by covered participants it is Z & Z Holding Company, Inc. 401(k) Profit Sharing Plan in OR (156 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (156 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 Institute for Human and Social Development Retirement Plan assets move in 2024? ▼
Institute for Human and Social Development Retirement Plan grew sharply - up 22.0% during 2024, from $17M to $21M. Reported net income was $4M.
How have Institute for Human and Social Development plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Institute for Human and Social Development's sponsor-wide assets grew 46.3%, from $14M to $21M.
Which 401(k) plans are similar in size to Institute for Human and Social Development Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Applied Consultants, Inc. 401(k) Plan in TX ($21M, 144 participants).
Which 401(k) plans cover a similar participant headcount to Institute for Human and Social Development Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Z & Z Holding Company, Inc. 401(k) Profit Sharing Plan in OR (156 participants, N/A in assets).

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 942920286.

Read our methodology - how this data is sourced, computed, and verified.

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