Other · DOL Form 5500 · 2024

San Diego Humane Society S.P.C.a. Retirement Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
707
Participants Below avg headcount
77th
Percentile by assets National rank
$40,425
Avg per participant Low balance/head
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Official DOL plan name: San Diego Humane Society and S.P.C.a. Retirement Plan · Sponsored by San Diego Humane Society S.P.C.a. · California · Other Services

$29M in assets, 707 participants

San Diego Humane Society S.P.C.a.'s San Diego Humane Society and S.P.C.a. Retirement Plan reported $29M in total assets and 707 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • #6,794 in Other Services (7,719 peers)

Where San Diego Humane Society and S.P.C.a. Retirement Plan sits by assets

San Diego Humane Society and S.P.C.a. Retirement Plan sits in the top quartile of all filed plans by assets, $29M for 707 participants (~$40,425/participant), up 20.1% in 2024.

#6,794
in Other Services (7,719 peers)
+20.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

San Diego Humane Society and S.P.C.a. Retirement Plan's outsized position by total assets

San Diego Humane Society and S.P.C.a. Retirement Plan vs every filed plan by assets

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

$28,580,288 Top 23% higher than 77% 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

San Diego Humane Society and S.P.C.a. 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. San Diego Humane Society and S.P.C.a. Retirement Plan sits mid-pack in the medium band (707 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • San Diego Humane Society and S.P.C.a. Retirement Plan reported net income rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • San Diego Humane Society and S.P.C.a. Retirement Plan end-of-year assets rose from $24M in the plan year 2023 filing to $29M in the plan year 2024 filing.
  • San Diego Humane Society and S.P.C.a. Retirement Plan reported participants rose from 660 in the plan year 2023 filing to 707 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 951661688 · San Diego Humane Society S.P.C.a. PY 2024 · Other

San Diego Humane Society and S.P.C.a. Retirement Plan · $29M · 707 · 77th

  • EBSA $29M
  • EBSA 707
  • EBSA 77th
  • EBSA Other
  • EBSA near Section 403(b) Retirement Plan for Optimus Health Care, Inc.
  • EBSA ind #6794

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 Other Services retirement plans → · Plans in California →

San Diego Humane Society and S.P.C.a. Retirement Plan in the asset neighbourhood

Charles F. Kettering Foundation Deferred Compensation PlanCharles F. Kettering Foundat…$29MBriar Cliff University 403(b) DC PlanBriar Cliff University 403(b…$29MSan Diego Humane Society and S.P.C.a. Retirement PlanSan Diego Humane Society and…$29MSection 403(b) Retirement Plan for Optimus Health Care, Inc.Section 403(b) Retirement Pl…$29MAllendale Association Retirement Savings PlanAllendale Association Retire…$29M
End-of-year total assets ($M) among San Diego Humane Society and S.P.C.a. Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$29M
Net Income$5M
Employer EIN951661688
Plan Effective Date1975-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (San Diego Humane Society S.P.C.a.)

Sponsor-wide plan assets over time

All San Diego Humane Society S.P.C.a. plans reported in each filing year

Latest sponsor-wide plan assets
$29M 42.30736367958321% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $20.1M $28.6M ▲ +42.3%
Year Plans Participants Total Assets
2022 1 612 $20M
2023 1 660 $24M
2024 1 707 $29M

Nearby Other Plans in California

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

San Diego Humane Society and S.P.C.a. Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants San Diego Humane Society and S.P.C.a. Retirement Plan, Total assets ($B): 0.028580288 · Participants: 707San Diego Humane Society and S.P.C.a. 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
San Diego Humane Society and S.P.C.a. Retirement Plan vs. nearby Other plans in California, assets vs. participants

San Diego Humane Society and S.P.C.a. Retirement Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Section 403(b) Retirement Plan for Optimus Health Care, Inc. in CT ($29M); by covered participants it is Goodwill of Greater Washington Tax Deferred Annuity Plan in DC (707 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (707 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 San Diego Humane Society and S.P.C.a. Retirement Plan assets move in 2024?
San Diego Humane Society and S.P.C.a. Retirement Plan grew sharply - up 20.1% during 2024, from $24M to $29M. Reported net income was $5M.
How have San Diego Humane Society S.P.C.a. plan assets changed over time?
Across 3 plan years on file (2022-2024), San Diego Humane Society S.P.C.a.'s sponsor-wide assets grew 42.3%, from $20M to $29M.
Where does San Diego Humane Society and S.P.C.a. Retirement Plan rank by assets among Form 5500 filers?
San Diego Humane Society and S.P.C.a. Retirement Plan ranks in the 77th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to San Diego Humane Society and S.P.C.a. Retirement Plan?
Among Other plans in other states, the closest by assets is Section 403(b) Retirement Plan for Optimus Health Care, Inc. in CT ($29M, 378 participants).
Which Other plans cover a similar participant headcount to San Diego Humane Society and S.P.C.a. Retirement Plan?
Among Other plans in other states, the closest by covered participants is Goodwill of Greater Washington Tax Deferred Annuity Plan in DC (707 participants, $21M in assets).