Other · DOL Form 5500 · 2024

Creative Alternatives, Inc. Retirement Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
199
Participants Below avg headcount
55th
Percentile by assets National rank
$47,810
Avg per participant Low balance/head
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Official DOL plan name: Creative Alternatives, Inc Employee Savings Plan · Sponsored by Creative Alternatives, Inc. · California · Healthcare & Social Assistance

$10M in assets, 199 participants

Creative Alternatives, Inc.'s Creative Alternatives, Inc Employee Savings Plan reported $10M in total assets and 199 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.

  • #10,161 in Healthcare & Social Assistance (16,916 peers)

Coverage in California

Creative Alternatives, Inc Employee Savings Plan covers 199 participants in California, about 32% of the average California filer (state average ~630 per filing). Assets: $10M.

#10,161
in Healthcare & Social Assistance (16,916 peers)
+11.6%
assets growth YoY

Creative Alternatives, Inc Employee Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Creative Alternatives, Inc Employee Savings Plan vs every filed plan by assets

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

$9,514,254 Top 45% higher than 55% 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

Creative Alternatives, Inc Employee Savings 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. Creative Alternatives, Inc Employee Savings Plan sits mid-pack in the medium band (199 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Creative Alternatives, Inc Employee Savings Plan reported net income rose from $752K in the plan year 2023 filing to $987K in the plan year 2024 filing.
  • Creative Alternatives, Inc Employee Savings Plan end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Creative Alternatives, Inc Employee Savings Plan reported participants rose from 181 in the plan year 2023 filing to 199 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 942378380 · Creative Alternatives, Inc. PY 2024 · Other

Creative Alternatives, Inc Employee Savings Plan · $10M · 199 · 55th

  • PART $10M
  • TYPE 199
  • NET 55th
  • BOOK Other
  • VS-ST near Family Resource Agency Inc. 403(b) Retirement Plan
  • BOY ind #10161

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 →

Creative Alternatives, Inc Employee Savings Plan in the asset neighbourhood

The Rochester School of the Holy Childhood, Inc. 4The Rochester School of the …$10MSoutheast Alabama Rural Health Associates 403(b) PlanSoutheast Alabama Rural Heal…$10MFamily Resource Agency Inc. 403(b) Retirement PlanFamily Resource Agency Inc. …$10MCreative Alternatives, Inc Employee Savings PlanCreative Alternatives, Inc E…$10MAjc 403(b) Retirement Plan$9M
End-of-year total assets ($M) among Creative Alternatives, Inc Employee Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$987K
Employer EIN942378380
Plan Effective Date1989-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Creative Alternatives, Inc.)

Sponsor-wide plan assets over time

All Creative Alternatives, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 20.52921409912614% vs 2022
2024 filing year
$15M$16M$17M$18M$19M$20M 202220232024 $16.2M $19.5M ▲ +20.6%
Year Plans Participants Total Assets
2022 2 381 $16M
2023 2 385 $18M
2024 2 398 $20M

Nearby Other Plans in California

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

Creative Alternatives, Inc Employee Savings Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Creative Alternatives, Inc Employee Savings Plan, Total assets ($B): 0.009514254 · Participants: 199Creative Alternatives, Inc Employee Savings 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
Creative Alternatives, Inc Employee Savings Plan vs. nearby Other plans in California, assets vs. participants
Compare Creative Alternatives, Inc Employee Savings Plan side-by-side with 3 peers →

Creative Alternatives, Inc Employee Savings Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Family Resource Agency Inc. 403(b) Retirement Plan in TN ($10M); by covered participants it is The Haverford School 403(b) Plan in PA (199 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (199 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 Creative Alternatives, Inc Employee Savings Plan assets move in 2024? ▼
Creative Alternatives, Inc Employee Savings Plan grew at a solid clip - up 11.6% during 2024, from $9M to $10M. Reported net income was $987K.
How have Creative Alternatives, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Creative Alternatives, Inc.'s sponsor-wide assets grew 20.5%, from $16M to $20M.
Which Other plans are similar in size to Creative Alternatives, Inc Employee Savings Plan? ▼
Among Other plans in other states, the closest by assets is Family Resource Agency Inc. 403(b) Retirement Plan in TN ($10M, 383 participants).
Which Other plans cover a similar participant headcount to Creative Alternatives, Inc Employee Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is The Haverford School 403(b) Plan in PA (199 participants, $101M 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 942378380.

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.