Other · DOL Form 5500 · 2024

Orange County Head Start Inc Retirement Plan

Data updated 2026-08-11

$32M
Total assets
341
Participants
78th
Percentile by assets
$92,552
Avg per participant
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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.

  • 78th percentile by assets (of 123,622 plans)
  • #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.

$32M
total plan assets (2024 EOY)
341
covered participants
78th
percentile by assets (of 123,622 plans)
$92,552
avg assets per participant

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 →

State
Industry

Orange County Head Start Inc Retirement Saving Plan vs the 2024 asset distribution

By assets, Orange County Head Start Inc Retirement Saving Plan outranks 78% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).

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)

$24M$26M$28M$30M$32M$34M 202220232024 $25.4M $31.6M ▲ +24.3%
Total plan assets by year, all Orange County Head Start Inc plans on file
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

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 S…Stanford Contributor…Sutter Health 403(b)…Stanford Health Care…Caltech Base Retirem…University of Southe…
Orange County Head Start Inc Retirement Saving Plan vs. nearby Other plans in California, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to Orange County Head Start Inc Retirement Saving Plan by total assets, not by location.

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).

Next read for Orange County Head Start Inc Retirement …

Scale reading

Ways to act on Orange County Head Start Inc Retirement Saving Plan's numbers.

  • By total assets, Orange County Head Start Inc Retirement Saving Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Other plans in California. Compare plans
  • Orange County Head Start Inc's sponsor-wide assets have grown 24.3% since 2022 across 3 plan years on file. More Other Services plans