Other · DOL Form 5500 · 2024
Western Youth Services Retirement Plan
Data updated 2026-08-11
- $14M
- Total assets
- 293
- Participants
- 63rd
- Percentile by assets
- $48,143
- Avg per participant
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.
- 63rd percentile by assets (of 123,622 plans)
- #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.
- $14M
- total plan assets (2024 EOY)
- 293
- covered participants
- 63rd
- percentile by assets (of 123,622 plans)
- $48,143
- avg assets per participant
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.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Western Youth Services 403(b) Retirement Savings and Incentive Plan reports 293 participants - about 46% of that state average ($14M EOY assets).
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)
| 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.
Western Youth Services 403(b) Retirement Savings and Incentive Plan vs. nearby Other plans in California, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Western Youth Services 403(b) Retirement Savings and Incentive Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Western Youth Services 403(b) Retirement Savings and Incentive Plan assets move in 2024? ▼
How have Western Youth Services plan assets changed over time? ▼
Which Other plans are similar in size to Western Youth Services 403(b) Retirement Savings and Incentive Plan? ▼
Next read for Western Youth Services 403(b) Retirement…
Filing takeaways
Ways to act on Western Youth Services 403(b) Retirement Savings and Incentive Plan's numbers.
- By total assets, Western Youth Services 403(b) Retirement Savings and Incentive Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in California. Compare plans
- Western Youth Services's sponsor-wide assets have grown 21.5% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans