Profit Sharing · DOL Form 5500 · 2024

Special Service for Groups, Inc. Profit Sharing Plan

Data updated 2026-08-25

$75M
Total assets Below avg plan size
2,487
Participants Above avg headcount
88th
Percentile by assets National rank
$30,043
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Special Service for Groups, Inc. 403(b) Plan · Sponsored by Special Service for Groups, Inc. · California · Healthcare & Social Assistance

$75M in assets, 2,487 participants

Special Service for Groups, Inc.'s Special Service for Groups, Inc. 403(b) Plan reported $75M in total assets and 2,487 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • #15,184 in Healthcare & Social Assistance (16,916 peers)

Coverage in California

Special Service for Groups, Inc. 403(b) Plan covers 2,487 participants in California, 3.9x the typical California plan (state average ~630 per filing). Assets: $75M.

#15,184
in Healthcare & Social Assistance (16,916 peers)
+19.1%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Special Service for Groups, Inc. 403(b) Plan's outsized position by total assets

Special Service for Groups, Inc. 403(b) Plan vs every filed plan by assets

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

$74,716,610 Top 12% higher than 88% 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

Special Service for Groups, Inc. 403(b) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Special Service for Groups, Inc. 403(b) Plan lands in the large band (2,487 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Special Service for Groups, Inc. 403(b) Plan reported participants rose from 1,946 in the plan year 2023 filing to 2,487 in the plan year 2024 filing.
  • Special Service for Groups, Inc. 403(b) Plan end-of-year assets rose from $63M in the plan year 2023 filing to $75M in the plan year 2024 filing.
  • Special Service for Groups, Inc. 403(b) Plan reported net income fell from $13M in the plan year 2023 filing to $12M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 951716914 · Special Service for Groups, Inc. PY 2024 · Profit Sharing

Special Service for Groups, Inc. 403(b) Plan · $75M · 2,487 · 88th

  • EIN $75M
  • EIN 2,487
  • EIN 88th
  • EIN Profit Sharing
  • EIN near Plumbers & Steamfitters Local No. 300 Pension Plan
  • EIN ind #15184

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 →

Special Service for Groups, Inc. 403(b) Plan in the asset neighbourhood

Firelands Regional Health System 401(k) PlanFirelands Regional Health Sy…$75MSpecial Service for Groups, Inc. 403(b) PlanSpecial Service for Groups, …$75MPlumbers & Steamfitters Local No. 300 Pension PlanPlumbers & Steamfitters Loca…$75MEmpire State Highway Contractors Association, Inc. Retirement Plan for the Employees of D.a. Collins Construction Company, Inc.Empire State Highway Contrac…$75MAvm, L.P. Profit Sharing Plan$75M
End-of-year total assets ($M) among Special Service for Groups, Inc. 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$63M
Net Assets (End of Year)$75M
Net Income$12M
Employer EIN951716914
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Special Service for Groups, Inc.)

Sponsor-wide plan assets over time

All Special Service for Groups, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$104M 39.18931774829396% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $74.5M $104M ▲ +39.2%
Year Plans Participants Total Assets
2022 2 1,919 $75M
2023 2 2,104 $90M
2024 2 2,643 $104M

Nearby Profit Sharing Plans in California

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

Special Service for Groups, Inc. 403(b) Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Special Service for Groups, Inc. 403(b) Plan, Total assets ($B): 0.07471661 · Participants: 2487Special Service for Groups, Inc. 403(b) PlanScpmg Keogh Plan, Total assets ($B): 7.873239427 · Participants: 10749Scpmg Keogh PlanIntel Retirement Contribution Plan, Total assets ($B): 7.29473208 · Participants: 19044Intel Retirement Contribution PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 6.232609737 · Participants: 67842Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.429377 · Participants: 4491Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.420512537 · Participants: 36338Disney Retirement Savings Plan
Special Service for Groups, Inc. 403(b) Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Special Service for Groups, Inc. 403(b) Plan side-by-side with 3 peers →

Special Service for Groups, Inc. 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Plumbers & Steamfitters Local No. 300 Pension Plan in ND ($75M); by covered participants it is Morgan, Lewis & Bockius LLP Defined Contribution Plan in PA (2,477 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,487 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 Special Service for Groups, Inc. 403(b) Plan assets move in 2024? ▼
Special Service for Groups, Inc. 403(b) Plan grew sharply - up 19.1% during 2024, from $63M to $75M. Reported net income was $12M.
How have Special Service for Groups, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Special Service for Groups, Inc.'s sponsor-wide assets grew 39.2%, from $75M to $104M.
Where does Special Service for Groups, Inc. 403(b) Plan rank by assets among Form 5500 filers? ▼
Special Service for Groups, Inc. 403(b) Plan ranks in the 88th 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 Profit Sharing plans are similar in size to Special Service for Groups, Inc. 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Plumbers & Steamfitters Local No. 300 Pension Plan in ND ($75M, 910 participants).
Which Profit Sharing plans cover a similar participant headcount to Special Service for Groups, Inc. 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Morgan, Lewis & Bockius LLP Defined Contribution Plan in PA (2,477 participants, $781M 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 951716914.

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.