Other · DOL Form 5500 · 2024
Reading Partners Retirement Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 197
- Participants Below avg headcount
- 51st
- Percentile by assets National rank
- $40,823
- Avg per participant Low balance/head
Official DOL plan name: Reading Partners 403(b) Plan · Sponsored by Reading Partners · California · Other Services
$8M in assets, 197 participants
Reading Partners's Reading Partners 403(b) Plan reported $8M in total assets and 197 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.
- #5,500 in Other Services (7,719 peers)
Coverage in California
Reading Partners 403(b) Plan covers 197 participants in California, about 31% of the average California filer (state average ~630 per filing). Assets: $8M.
- #5,500
- in Other Services (7,719 peers)
- +40.5%
- assets growth YoY
Reading Partners 403(b) Plan's mid-pack asset rank among Other Services and all filers
Reading Partners 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$8,042,100 Top 49% higher than 51% 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
Reading Partners 403(b) 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. Reading Partners 403(b) Plan sits mid-pack in the medium band (197 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Reading Partners 403(b) Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Reading Partners 403(b) Plan end-of-year assets rose from $6M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- Reading Partners 403(b) Plan reported participants fell from 216 in the plan year 2023 filing to 197 in the plan year 2024 filing.
DOL schedule card
Filing strip 770568469 · Reading Partners PY 2024 · Other
Reading Partners 403(b) Plan · $8M · 197 · 51st
- PCT $8M
- PCT 197
- PCT 51st
- PCT Other
- PCT near Goodwill Industries of Arkansas, Inc. 403(b) Plan
- PCT ind #5500
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 →
Reading Partners 403(b) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $2M |
| Employer EIN | 770568469 |
| Plan Effective Date | 2003-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Reading Partners)
Sponsor-wide plan assets over time
All Reading Partners plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 95.88700855612707% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 194 | $4M |
| 2023 | 1 | 216 | $6M |
| 2024 | 1 | 197 | $8M |
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
Reading Partners 403(b) Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Goodwill Industries of Arkansas, Inc. 403(b) Plan in AR ($8M); by covered participants it is Early Learning Coalition of Palm Beach County, Inc. 403(b) Defined Contribution Plan in FL (197 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (197 participants); asset peers above are excluded.
- Early Learning Coalition of Palm Beach County, Inc. 403(b) Defined Contribution Plan (FL) 197 · 0 off
- Davis & Elkins College Defined Contribution Retirement Plan (WV) 197 · 0 off
- 403(b) Thrift Plan of Laurel View Village (PA) 197 · 0 off
- Communities in Schools of Nevada, Inc. 403b Plan (NV) 197 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.