Money Purchase · DOL Form 5500 · 2024

Children's Institute, Inc. Money Purchase Plan

Data updated 2026-08-11

$3M
Total assets
N/A
Participants
34th
Percentile by assets
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Official DOL plan name: Children's Institute, Inc. Retirement Plan · Sponsored by Children's Institute, Inc. · California · Healthcare & Social Assistance

$3M in assets, N/A participants

Children's Institute, Inc.'s Children's Institute, Inc. Retirement Plan reported $3M in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.

  • 34th percentile by assets (of 123,622 plans)
  • #5,863 in Healthcare & Social Assistance (16,916 peers)

Children's Institute, Inc. multi-year trail

Children's Institute, Inc.'s plans moved +39.6% in assets from 2022 to 2024; this filing shows Children's Institute, Inc. Retirement Plan at $3M / N/A participants.

$3M
total plan assets (2024 EOY)
N/A
covered participants
34th
percentile by assets (of 123,622 plans)
+5.3%
assets growth YoY

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Children's Institute, Inc. Retirement Plan reported net income rose from -$1M in the plan year 2023 filing to $154K in the plan year 2024 filing.
  • Children's Institute, Inc. Retirement Plan reported participants fell from 249 in the plan year 2023 filing to N/A in the plan year 2024 filing.
  • Children's Institute, Inc. Retirement Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Children's Institute, Inc. across 3 plan years on file

Across the 3 plan years Children's Institute, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $30M to $42M, a gain of 39.6%, while reported participants moved from 884 to 819 (-7.4%). Peak year by sponsor assets: 2024 ($42M); trough: 2022 ($30M).

Children's Institute, Inc. multi-year asset trail

$25M$30M$35M$40M$45M 202220232024 $30.2M $42.2M ▲ +39.6%
Total plan assets by year, all Children's Institute, Inc. plans on file
Year Plans Participants Total Assets
2022 2 884 $30M
2023 2 1,165 $36M
2024 2 819 $42M

Children's Institute, Inc. filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$154K
Employer EIN951641424
Plan Effective Date1987-07-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in California

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

Children's Institute, Inc. Retirement Plan vs. nearby Money Purchase plans in California, assets vs. participants

Children's Institute, Inc. Retirement Plan vs. nearby Money Purchase plans in California, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246810 Total assets ($B) Participants Children's Institute…The Permanente Contr…Kaiser Permanente Su…University of Southe…Carpenters Annuity T…Directors Guild of A…
Children's Institute, Inc. Retirement Plan vs. nearby Money Purchase plans in California, assets vs. participants

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Children's Institute, Inc. Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Children's Institute, Inc. Retirement Plan assets move in 2024?
Children's Institute, Inc. Retirement Plan grew at a solid clip - up 5.3% during 2024, from $3M to $3M. Reported net income was $154K.
How have Children's Institute, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Children's Institute, Inc.'s sponsor-wide assets grew 39.6%, from $30M to $42M.
Which Money Purchase plans are similar in size to Children's Institute, Inc. Retirement Plan?
Among Money Purchase plans in other states, the closest by assets is Money Purchase Plan Qrp Keogh in NM ($3M, 1 participant).

Next read for Children's Institute, Inc. Retirement Pl…

Multi-year trail

Ways to act on Children's Institute, Inc. Retirement Plan's numbers.