Other · DOL Form 5500 · 2024
The Priority Center, Ending the Cycle of Generational Trauma Retirement Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 118
- Participants Small participant base
- 32nd
- Percentile by assets National rank
- $20,757
- Avg per participant Low balance/head
Official DOL plan name: The Priority Center 403(b) Plan · Sponsored by The Priority Center, Ending the Cycle of Generational Trauma · California · Healthcare & Social Assistance
$2M in assets, 118 participants
The Priority Center, Ending the Cycle of Generational Trauma's The Priority Center 403(b) Plan reported $2M in total assets and 118 participants in its 2024 DOL Form 5500 filing, ranking in the 32nd 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.
- #5,187 in Healthcare & Social Assistance (16,916 peers)
Coverage in California
The Priority Center 403(b) Plan covers 118 participants in California, about 19% of the average California filer (state average ~630 per filing). Assets: $2M.
- #5,187
- in Healthcare & Social Assistance (16,916 peers)
- -6.9%
- assets change YoY
The plan reported a net loss of $182K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Priority Center 403(b) Plan among the smaller filed plans by assets
The Priority Center 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,449,334 32nd percentile higher than 32% 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
The Priority Center 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. The Priority Center 403(b) Plan sits mid-pack in the medium band (118 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Priority Center 403(b) Plan reported net income fell from $184K in the plan year 2023 filing to -$182K in the plan year 2024 filing.
- The Priority Center 403(b) Plan reported participants fell from 131 in the plan year 2023 filing to 118 in the plan year 2024 filing.
- The Priority Center 403(b) Plan end-of-year assets fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 330013237 · The Priority Center, Ending the Cycle of Generational Trauma PY 2024 · Other
The Priority Center 403(b) Plan · $2M · 118 · 32nd
- PCT $2M
- PCT 118
- PCT 32nd
- PCT Other
- PCT near People Incorporated of Virginia ERISA 403(b) Plan
- PCT ind #5187
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 →
The Priority Center 403(b) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$182K |
| Employer EIN | 330013237 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Priority Center, Ending the Cycle of Generational Trauma)
Sponsor-wide plan assets over time
All The Priority Center, Ending the Cycle of Generational Trauma plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 0.09652746333018931% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 140 | $2M |
| 2023 | 1 | 131 | $3M |
| 2024 | 1 | 118 | $2M |
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
The Priority Center 403(b) Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is People Incorporated of Virginia ERISA 403(b) Plan in VA ($2M); by covered participants it is Preferred Home Services, LLC in SC (118 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (118 participants); asset peers above are excluded.
- Preferred Home Services, LLC (SC) 118 · 0 off
- City and Country School, Inc. Defined Contribution Retirement Plan (NY) 118 · 0 off
- Familyaid Boston 403b Retirement Plan (MA) 118 · 0 off
- Kootenai Clinic 403(b) Plan (ID) 118 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.