Other · DOL Form 5500 · 2024
Asian Americans for Community Involvement of Santa Clara County, Retirement Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 245
- Participants Below avg headcount
- 68th
- Percentile by assets National rank
- $71,420
- Avg per participant Below avg balance/head
Official DOL plan name: Aaci 403(b) Retirement Plan · Sponsored by Asian Americans for Community Involvement of Santa Clara County, · California · Healthcare & Social Assistance
$17M in assets, 245 participants
Asian Americans for Community Involvement of Santa Clara County,'s Aaci 403(b) Retirement Plan reported $17M in total assets and 245 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.
- #12,265 in Healthcare & Social Assistance (16,916 peers)
Coverage in California
Aaci 403(b) Retirement Plan covers 245 participants in California, about 39% of the average California filer (state average ~630 per filing). Assets: $17M.
- #12,265
- in Healthcare & Social Assistance (16,916 peers)
- +17.4%
- assets growth YoY
Aaci 403(b) Retirement Plan's outsized position by total assets
Aaci 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$17,497,971 Top 32% higher than 68% 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
Aaci 403(b) 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. Aaci 403(b) Retirement Plan sits mid-pack in the medium band (245 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Aaci 403(b) Retirement Plan end-of-year assets rose from $15M in the plan year 2023 filing to $17M in the plan year 2024 filing.
- Aaci 403(b) Retirement Plan reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 942292491 · Asian Americans for Community Involvement of Santa Clara County, PY 2024 · Other
Aaci 403(b) Retirement Plan · $17M · 245 · 68th
- TYPE $17M
- NET 245
- BOOK 68th
- VS-ST Other
- BOY near Cornerstone Montgomery, Inc. 403(b) Retirement Plan
- SCH ind #12265
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 →
Aaci 403(b) Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $3M |
| Employer EIN | 942292491 |
| Plan Effective Date | 2002-11-08 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Asian Americans for Community Involvement of Santa Clara County,)
Sponsor-wide plan assets over time
All Asian Americans for Community Involvement of Santa Clara County, plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 46.056066491095265% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 223 | $12M |
| 2023 | 1 | 245 | $15M |
| 2024 | 1 | 245 | $17M |
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
Aaci 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Cornerstone Montgomery, Inc. 403(b) Retirement Plan in MD ($17M); by covered participants it is Cottey College DC Retirement Plan in MO (245 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
Similar participant headcount
Nearest other-state filings by covered participants (245 participants); asset peers above are excluded.
- Cottey College DC Retirement Plan (MO) 245 · 0 off
- Grenwich Academy Inc. Defined Contribution Retirement Plan (CT) 245 · 0 off
- Seattle Aquarium Society 403(b) Plan (WA) 245 · 0 off
- Easter Seals of Greater Houston, Inc Retirement Plan (TX) 245 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.