How big is Casa de Esperanza, Inc.'s plan?

Casa de Esperanza, Inc.'s plan reported $565K in assets and 27 participants for 2024.

Original filing (PDF)20251113122825NAL0002155056001

Casa de Esperanza, Inc.

Name: Casa de Esperanza, Inc. — Casa de Esperanza Inc., Form 5500 (2024)
Creator: Casa de Esperanza, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Casa de Esperanza Inc. Retirement Savings Plan

403(b) retirement plan · Casa de Esperanza, Inc.'s Casa de Esperanza Inc. Retirement Savings Plan held $565K in plan assets for 27 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$565K

Net assets (EOY)

$565K

People on this filing

Anthony M. Ward ESQ. signed Casa de Esperanza, Inc.'s 2024 Form 5500 as plan administrator.

Anthony M. Ward ESQ. — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Casa de Esperanza, Inc.'s EIN is 94-2415741.

EIN 94-2415741

Plan number 001

Plan year 2024

ACK ID 20251113122825NAL0002155056001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Casa de Esperanza, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Casa de Esperanza, Inc.'s plan includes a 403(b) annuity, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CASA DE ESPERANZA, INC..

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

CASA DE ESPERANZA, INC.

EIN

all filings

Address

P.O. BOX 56 · YUBA, CA · 95992

Phone

(530) 674-5400

Industry

Health Care & Social Assistance

Plan administrator