Other · DOL Form 5500 · 2024

T. E. R. I., Inc. Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
651
Participants Below avg headcount
39th
Percentile by assets National rank
$6,542
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan of T. E. R. I., Inc. · Sponsored by T. E. R. I., Inc. · California · Healthcare & Social Assistance

$4M in assets, 651 participants

T. E. R. I., Inc.'s 403(b) Thrift Plan of T. E. R. I., Inc. reported $4M in total assets and 651 participants in its 2024 DOL Form 5500 filing, ranking in the 39th 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.

  • #6,992 in Healthcare & Social Assistance (16,916 peers)

T. E. R. I., Inc. multi-year trail

T. E. R. I., Inc.'s plans moved +45.7% in assets from 2022 to 2024; this filing shows 403(b) Thrift Plan of T. E. R. I., Inc. at $4M / 651 participants.

#6,992
in Healthcare & Social Assistance (16,916 peers)
+20.9%
assets growth YoY

403(b) Thrift Plan of T. E. R. I., Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers

403(b) Thrift Plan of T. E. R. I., Inc. vs every filed plan by assets

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

$4,258,560 39th percentile higher than 39% 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

403(b) Thrift Plan of T. E. R. I., Inc. 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. 403(b) Thrift Plan of T. E. R. I., Inc. sits mid-pack in the medium band (651 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 403(b) Thrift Plan of T. E. R. I., Inc. reported net income rose from $599K in the plan year 2023 filing to $737K in the plan year 2024 filing.
  • 403(b) Thrift Plan of T. E. R. I., Inc. end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • 403(b) Thrift Plan of T. E. R. I., Inc. reported participants rose from 564 in the plan year 2023 filing to 651 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 953532129 · T. E. R. I., Inc. PY 2024 · Other

403(b) Thrift Plan of T. E. R. I., Inc. · $4M · 651 · 39th

  • RANK $4M
  • PHOTO 651
  • IND 39th
  • EOY Other
  • 5500 near 403(b) Thrift Plan for Employees of the Arc of Chester County
  • ASSETS ind #6992

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 →

403(b) Thrift Plan of T. E. R. I., Inc. in the asset neighbourhood

403(b) Thrift Plan of T. E. R. I., Inc.403(b) Thrift Plan of T. E. …$4M403(b) Thrift Plan for Employees of the Arc of Chester County403(b) Thrift Plan for Emplo…$4MThe Arc of Crawford County 403(b) PlanThe Arc of Crawford County 4…$4MBridging Access to Care, Inc. 403(b) PlanBridging Access to Care, Inc…$4MLittle Red School House 403(b) PlanLittle Red School House 403(…$4M
End-of-year total assets ($M) among 403(b) Thrift Plan of T. E. R. I., Inc. and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

T. E. R. I., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All T. E. R. I., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 45.74446531340865% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.92M $4.26M ▲ +45.9%
Year Plans Participants Total Assets
2022 1 471 $3M
2023 1 564 $4M
2024 1 651 $4M

T. E. R. I., Inc. filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$737K
Employer EIN953532129
Plan Effective Date2008-07-01
Filing StatusFILING RECEIVED

Nearby Other Plans in California

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

403(b) Thrift Plan of T. E. R. I., Inc. vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants 403(b) Thrift Plan of T. E. R. I., Inc., Total assets ($B): 0.00425856 · Participants: 651403(b) Thrift Plan of T. E. R. I., Inc.Stanford Contributory Retirement Plan, Total assets ($B): 12.568126014 · Participants: 22753Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 7.632419022 · Participants: 54954Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 6.931286515 · Participants: 24152Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 5.246676378 · Participants: 10970Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.81831751 · Participants: 20886University of Southern California Tax-Deferred Annuity Plan
403(b) Thrift Plan of T. E. R. I., Inc. vs. nearby Other plans in California, assets vs. participants
Compare 403(b) Thrift Plan of T. E. R. I., Inc. side-by-side with 3 peers →

403(b) Thrift Plan of T. E. R. I., Inc.'s out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is 403(b) Thrift Plan for Employees of the Arc of Chester County in PA ($4M); by covered participants it is Tri-County 403(b) in NJ (651 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (651 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 403(b) Thrift Plan of T. E. R. I., Inc. assets move in 2024? ▼
403(b) Thrift Plan of T. E. R. I., Inc. grew sharply - up 20.9% during 2024, from $4M to $4M. Reported net income was $737K.
How have T. E. R. I., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), T. E. R. I., Inc.'s sponsor-wide assets grew 45.7%, from $3M to $4M.
Which Other plans are similar in size to 403(b) Thrift Plan of T. E. R. I., Inc.? ▼
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan for Employees of the Arc of Chester County in PA ($4M, 1,234 participants).
Which Other plans cover a similar participant headcount to 403(b) Thrift Plan of T. E. R. I., Inc.? ▼
Among Other plans in other states, the closest by covered participants is Tri-County 403(b) in NJ (651 participants, $12M 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 953532129.

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.