Other · DOL Form 5500 · 2024

Town and Country Manor Retirement Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
306
Participants Below avg headcount
51st
Percentile by assets National rank
$25,625
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Town and Country Retirement Plan · Sponsored by Town and Country Manor · California · Healthcare & Social Assistance

$8M in assets, 306 participants

Town and Country Manor's Town and Country Retirement Plan reported $8M in total assets and 306 participants in its 2024 DOL Form 5500 filing, ranking in the 51st 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.

  • #9,378 in Healthcare & Social Assistance (16,916 peers)

Coverage in California

Town and Country Retirement Plan covers 306 participants in California, about 49% of the average California filer (state average ~630 per filing). Assets: $8M.

#9,378
in Healthcare & Social Assistance (16,916 peers)
+11.8%
assets growth YoY

Town and Country Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Town and Country Retirement Plan vs every filed plan by assets

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

$7,841,289 Top 49% higher than 51% 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

Town and Country 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. Town and Country Retirement Plan sits mid-pack in the medium band (306 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Town and Country Retirement Plan reported net income rose from $384K in the plan year 2023 filing to $831K in the plan year 2024 filing.
  • Town and Country Retirement Plan reported participants fell from 351 in the plan year 2023 filing to 306 in the plan year 2024 filing.
  • Town and Country Retirement Plan end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 951685807 · Town and Country Manor PY 2024 · Other

Town and Country Retirement Plan · $8M · 306 · 51st

  • SCH $8M
  • SCH 306
  • SCH 51st
  • SCH Other
  • SCH near Venture Together, Inc. 403(b) Plan
  • SCH ind #9378

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 →

Town and Country Retirement Plan in the asset neighbourhood

Cowlitz Family Health Center 403(b) PlanCowlitz Family Health Center…$8MTown and Country Retirement PlanTown and Country Retirement …$8MVenture Together, Inc. 403(b) PlanVenture Together, Inc. 403(b…$8MIndustries for the Blind and Visually Impaired, Inc. Retirement Savings PlanIndustries for the Blind and…$8MBronx Charter School for Better LearningBronx Charter School for Bet…$8M
End-of-year total assets ($M) among Town and Country Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$831K
Employer EIN951685807
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Town and Country Manor)

Sponsor-wide plan assets over time

All Town and Country Manor plans reported in each filing year

Latest sponsor-wide plan assets
$8M 18.327679990728498% vs 2022
2024 filing year
$6.5M$7M$7.5M$8M 202220232024 $6.63M $7.84M ▲ +18.3%
Year Plans Participants Total Assets
2022 1 320 $7M
2023 1 351 $7M
2024 1 306 $8M

Nearby Other Plans in California

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

Town and Country Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Town and Country Retirement Plan, Total assets ($B): 0.007841289 · Participants: 306Town and Country Retirement PlanStanford Contributory Retirement Plan, Total assets ($B): 12.568126014 · Participants: 22753Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 7.632419022 · Participants: 54954Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 6.931286515 · Participants: 24152Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 5.246676378 · Participants: 10970Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.81831751 · Participants: 20886University of Southern California Tax-Deferred Annuity Plan
Town and Country Retirement Plan vs. nearby Other plans in California, assets vs. participants
Compare Town and Country Retirement Plan side-by-side with 3 peers →

Town and Country Retirement Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Venture Together, Inc. 403(b) Plan in NY ($8M); by covered participants it is Westminster Christian Academy Retirement Plan in MO (306 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (306 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 Town and Country Retirement Plan assets move in 2024? ▼
Town and Country Retirement Plan grew at a solid clip - up 11.8% during 2024, from $7M to $8M. Reported net income was $831K.
How have Town and Country Manor plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Town and Country Manor's sponsor-wide assets grew 18.3%, from $7M to $8M.
Which Other plans are similar in size to Town and Country Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Venture Together, Inc. 403(b) Plan in NY ($8M, 542 participants).
Which Other plans cover a similar participant headcount to Town and Country Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Westminster Christian Academy Retirement Plan in MO (306 participants, $22M 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 951685807.

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.