Other · DOL Form 5500 · 2024
The Centers for Habilitation Retirement Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 406
- Participants Below avg headcount
- 48th
- Percentile by assets National rank
- $17,441
- Avg per participant Low balance/head
Official DOL plan name: The Centers for Habilitation 403(b) Plan · Sponsored by The Centers for Habilitation · Arizona · Healthcare & Social Assistance
$7M in assets, 406 participants
The Centers for Habilitation's The Centers for Habilitation 403(b) Plan reported $7M in total assets and 406 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.
- #9,001 in Healthcare & Social Assistance (16,916 peers)
The Centers for Habilitation multi-year trail
The Centers for Habilitation's plans moved +34.7% in assets from 2022 to 2024; this filing shows The Centers for Habilitation 403(b) Plan at $7M / 406 participants.
- #9,001
- in Healthcare & Social Assistance (16,916 peers)
- +13.2%
- assets growth YoY
The Centers for Habilitation 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
The Centers for Habilitation 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$7,081,144 48th percentile higher than 48% 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 Centers for Habilitation 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 Centers for Habilitation 403(b) Plan sits mid-pack in the medium band (406 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Centers for Habilitation 403(b) Plan reported net income fell from $989K in the plan year 2023 filing to $835K in the plan year 2024 filing.
- The Centers for Habilitation 403(b) Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- The Centers for Habilitation 403(b) Plan reported participants rose from 392 in the plan year 2023 filing to 406 in the plan year 2024 filing.
DOL schedule card
Filing strip 860217033 · The Centers for Habilitation PY 2024 · Other
The Centers for Habilitation 403(b) Plan · $7M · 406 · 48th
- SCH $7M
- EBSA 406
- PART 48th
- TYPE Other
- NET near 403(b) Thrift Plan for Employees of Harry and Rose Samson Family Jewish Community Center, Inc.
- BOOK ind #9001
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 Arizona →
The Centers for Habilitation 403(b) Plan in the asset neighbourhood
The Centers for Habilitation multi-year asset trail
Sponsor-wide plan assets over time
All The Centers for Habilitation plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 34.71870788342398% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 379 | $5M |
| 2023 | 1 | 392 | $6M |
| 2024 | 1 | 406 | $7M |
The Centers for Habilitation filing trail (2024)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $835K |
| Employer EIN | 860217033 |
| Plan Effective Date | 1996-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Arizona
Peer Other plans, same state, same plan type, ranked by total assets.
- Honor Health 403(b) Retirement Security Plan $1.2B · 14,781
- Operating Engineers Local 428 Annuity Trust Fund $313M · 7,789
- El Rio Santa Cruz Neighborhood Health Center, Inc. Retirement Plan $180M · 1,976
- Banner Health Employees 403(b) Plan $173M · 11,316
- Kingman Healthcare, Inc. 403(b) Retirement Plan $114M · 1,897
The Centers for Habilitation 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Arizona, the nearest Other by assets is 403(b) Thrift Plan for Employees of Harry and Rose Samson Family Jewish Community Center, Inc. in WI ($7M); by covered participants it is Saint Vincent Retirement Plan in PA (406 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
- 403(b) Thrift Plan for Employees of Harry and Rose Samson Family Jewish Community Center, Inc. (WI) $7M · 614
- Central Christian College 403(b) DC Plan (KS) $7M · 114
- Safe-Harbor 401(k) Profit Sharing Plan for Employees of Jewish Family and Children's Service of Minneapolis (MN) $7M · 124
- Inly School 403(b) DC Plan (MA) $7M · 122
Similar participant headcount
Nearest other-state filings by covered participants (406 participants); asset peers above are excluded.
- Saint Vincent Retirement Plan (PA) 406 · 0 off
- Chemed Retirement Plan (NJ) 406 · 0 off
- Westmont College Defined Contribution Retirement Plan (CA) 406 · 0 off
- Heart of Texas Goodwill Industries 403b Plan (TX) 406 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.