Other · DOL Form 5500 · 2024

Orange County Head Start Inc Retirement Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
341
Participants Below avg headcount
78th
Percentile by assets National rank
$92,552
Avg per participant Below avg balance/head
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Official DOL plan name: Orange County Head Start Inc Retirement Saving Plan · Sponsored by Orange County Head Start Inc · California · Other Services

$32M in assets, 341 participants

Orange County Head Start Inc's Orange County Head Start Inc Retirement Saving Plan reported $32M in total assets and 341 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #6,879 in Other Services (7,719 peers)

Where Orange County Head Start Inc Retirement Saving Plan sits by assets

Orange County Head Start Inc Retirement Saving Plan sits in the top quartile of all filed plans by assets, $32M for 341 participants (~$92,552/participant), up 14.0% in 2024.

#6,879
in Other Services (7,719 peers)
+14.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Orange County Head Start Inc Retirement Saving Plan's outsized position by total assets

Orange County Head Start Inc Retirement Saving Plan vs every filed plan by assets

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

$31,560,338 Top 22% higher than 78% 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

Orange County Head Start Inc Retirement Saving 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. Orange County Head Start Inc Retirement Saving Plan sits mid-pack in the medium band (341 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Orange County Head Start Inc Retirement Saving Plan reported net income rose from $2M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Orange County Head Start Inc Retirement Saving Plan end-of-year assets rose from $28M in the plan year 2023 filing to $32M in the plan year 2024 filing.
  • Orange County Head Start Inc Retirement Saving Plan reported participants rose from 312 in the plan year 2023 filing to 341 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 953411088 · Orange County Head Start Inc PY 2024 · Other

Orange County Head Start Inc Retirement Saving Plan · $32M · 341 · 78th

  • IND $32M
  • IND 341
  • IND 78th
  • IND Other
  • IND near Westminster College 403(b) Retirement Account
  • IND ind #6879

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 Other Services retirement plans → · Plans in California →

Orange County Head Start Inc Retirement Saving Plan in the asset neighbourhood

Authoracare Collective 403(b) Retirement Savings PlanAuthoracare Collective 403(b…$32M403b Thrift Plan of Goodwill Industries International403b Thrift Plan of Goodwill…$32MOrange County Head Start Inc Retirement Saving PlanOrange County Head Start Inc…$32MWestminster College 403(b) Retirement AccountWestminster College 403(b) R…$32MCement Masons Annuity Trust Fund for Northern NevaCement Masons Annuity Trust …$32M
End-of-year total assets ($M) among Orange County Head Start Inc Retirement Saving Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$32M
Net Income$4M
Employer EIN953411088
Plan Effective Date1997-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Orange County Head Start Inc)

Sponsor-wide plan assets over time

All Orange County Head Start Inc plans reported in each filing year

Latest sponsor-wide plan assets
$32M 24.27973067342905% vs 2022
2024 filing year
$24M$26M$28M$30M$32M$34M 202220232024 $25.4M $31.6M ▲ +24.3%
Year Plans Participants Total Assets
2022 1 396 $25M
2023 1 312 $28M
2024 1 341 $32M

Nearby Other Plans in California

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

Orange County Head Start Inc Retirement Saving Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Orange County Head Start Inc Retirement Saving Plan, Total assets ($B): 0.031560338 · Participants: 341Orange County Head Start Inc Retirement Saving PlanStanford 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
Orange County Head Start Inc Retirement Saving Plan vs. nearby Other plans in California, assets vs. participants
Compare Orange County Head Start Inc Retirement Saving Plan side-by-side with 3 peers →

Orange County Head Start Inc Retirement Saving Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Westminster College 403(b) Retirement Account in MO ($32M); by covered participants it is Mount St. Joseph University Defined Contribution Plan in OH (341 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (341 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 Orange County Head Start Inc Retirement Saving Plan assets move in 2024? ▼
Orange County Head Start Inc Retirement Saving Plan grew at a solid clip - up 14.0% during 2024, from $28M to $32M. Reported net income was $4M.
How have Orange County Head Start Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Orange County Head Start Inc's sponsor-wide assets grew 24.3%, from $25M to $32M.
Where does Orange County Head Start Inc Retirement Saving Plan rank by assets among Form 5500 filers? ▼
Orange County Head Start Inc Retirement Saving Plan ranks in the 78th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Orange County Head Start Inc Retirement Saving Plan? ▼
Among Other plans in other states, the closest by assets is Westminster College 403(b) Retirement Account in MO ($32M, 289 participants).
Which Other plans cover a similar participant headcount to Orange County Head Start Inc Retirement Saving Plan? ▼
Among Other plans in other states, the closest by covered participants is Mount St. Joseph University Defined Contribution Plan in OH (341 participants, $66M 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 953411088.

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.