Other · DOL Form 5500 · 2024
ADJOIN Retirement Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 244
- Participants Below avg headcount
- 38th
- Percentile by assets National rank
- $16,521
- Avg per participant Low balance/head
Official DOL plan name: Adjoin 403(b) Plan · Sponsored by ADJOIN · California · Healthcare & Social Assistance
$4M in assets, 244 participants
ADJOIN's Adjoin 403(b) Plan reported $4M in total assets and 244 participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.
- #6,782 in Healthcare & Social Assistance (16,916 peers)
Coverage in California
Adjoin 403(b) Plan covers 244 participants in California, about 39% of the average California filer (state average ~630 per filing). Assets: $4M.
- #6,782
- in Healthcare & Social Assistance (16,916 peers)
- +17.6%
- assets growth YoY
Adjoin 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Adjoin 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,031,009 38th percentile higher than 38% 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
Adjoin 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. Adjoin 403(b) Plan sits mid-pack in the medium band (244 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Adjoin 403(b) Plan reported net income rose from $372K in the plan year 2023 filing to $604K in the plan year 2024 filing.
- Adjoin 403(b) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Adjoin 403(b) Plan reported participants fell from 291 in the plan year 2023 filing to 244 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 330008269 · ADJOIN PY 2024 · Other
Adjoin 403(b) Plan · $4M · 244 · 38th
- VS-ST $4M
- BOY 244
- SCH 38th
- EBSA Other
- PART near 403(b) Thrift Plan of Missouri Valley Community Action Agency
- TYPE ind #6782
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 →
Adjoin 403(b) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $604K |
| Employer EIN | 330008269 |
| Plan Effective Date | 1995-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (ADJOIN)
Sponsor-wide plan assets over time
All ADJOIN plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 31.973754600736903% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 287 | $3M |
| 2023 | 1 | 291 | $3M |
| 2024 | 1 | 244 | $4M |
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
Adjoin 403(b) Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is 403(b) Thrift Plan of Missouri Valley Community Action Agency in MO ($4M); by covered participants it is Crouse Community Center Employee Retirement Tsa Plan in NY (244 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (244 participants); asset peers above are excluded.
- Crouse Community Center Employee Retirement Tsa Plan (NY) 244 · 0 off
- The Masters School 403(b) DC Plan (NY) 244 · 0 off
- Wes Health System 403(b) Plan (PA) 244 · 0 off
- Cottey College DC Retirement Plan (MO) 245 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.