Other · DOL Form 5500 · 2024
Western Youth Services Retirement Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 293
- Participants Below avg headcount
- 63rd
- Percentile by assets National rank
- $48,143
- Avg per participant Low balance/head
Official DOL plan name: Western Youth Services 403(b) Retirement Savings and Incentive Plan · Sponsored by Western Youth Services · California · Healthcare & Social Assistance
$14M in assets, 293 participants
Western Youth Services's Western Youth Services 403(b) Retirement Savings and Incentive Plan reported $14M in total assets and 293 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.
- #11,544 in Healthcare & Social Assistance (16,916 peers)
Coverage in California
Western Youth Services 403(b) Retirement Savings and Incentive Plan covers 293 participants in California, about 46% of the average California filer (state average ~630 per filing). Assets: $14M.
- #11,544
- in Healthcare & Social Assistance (16,916 peers)
- +13.1%
- assets growth YoY
Western Youth Services 403(b) Retirement Savings and Incentive Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Western Youth Services 403(b) Retirement Savings and Incentive Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$14,105,963 Top 37% higher than 63% 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
Western Youth Services 403(b) Retirement Savings and Incentive 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. Western Youth Services 403(b) Retirement Savings and Incentive Plan sits mid-pack in the medium band (293 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Western Youth Services 403(b) Retirement Savings and Incentive Plan reported net income rose from $870K in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Western Youth Services 403(b) Retirement Savings and Incentive Plan reported participants rose from 238 in the plan year 2023 filing to 293 in the plan year 2024 filing.
- Western Youth Services 403(b) Retirement Savings and Incentive Plan end-of-year assets rose from $12M in the plan year 2023 filing to $14M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 953407054 · Western Youth Services PY 2024 · Other
Western Youth Services 403(b) Retirement Savings and Incentive Plan · $14M · 293 · 63rd
- SCH $14M
- SCH 293
- SCH 63rd
- SCH Other
- SCH near Access Health Louisiana 403(b) Plan
- SCH ind #11544
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 →
Western Youth Services 403(b) Retirement Savings and Incentive Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $2M |
| Employer EIN | 953407054 |
| Plan Effective Date | 1998-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Western Youth Services)
Sponsor-wide plan assets over time
All Western Youth Services plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 21.536043509776455% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 268 | $12M |
| 2023 | 1 | 238 | $12M |
| 2024 | 1 | 293 | $14M |
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
Western Youth Services 403(b) Retirement Savings and Incentive Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Access Health Louisiana 403(b) Plan in LA ($14M); by covered participants it is 403(b) Thrift Plan of Health Services, Inc. in AL (293 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
- Access Health Louisiana 403(b) Plan (LA) $14M · 378
- Catholic Charities Fort Worth 403b Plan (TX) $14M · 344
- Canopy Children's Solutions Retirement Plan (MS) $14M · 568
- 401(k) Profit Sharing Plan of Rosco, Inc. (NY) $14M · 103
Similar participant headcount
Nearest other-state filings by covered participants (293 participants); asset peers above are excluded.
- 403(b) Thrift Plan of Health Services, Inc. (AL) 293 · 0 off
- International Justice Mission 403(b)(7) Plan (DC) 293 · 0 off
- Brigham Young University Tax-Deferred Annuity Plan (UT) 293 · 0 off
- Wesley Willows Retirement Plan (IL) 293 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.