Wilshire Foundation Inc.
Plan context: Wilshire Health and Community Services 403(B) Retirement Plan
EIN 95-2374185 • San Luis Obispo, CA • 72 filings • 18 plans
Current Snapshot
Latest Year
2024
2024 Participants
137
2024 Assets
$8,222,484
2024 Contributions
$584,205
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 137 | $8,222,484 | $584,205 | $4,264iApproximate average salary by contribution assumption: employee only about $106,607 at 4% or $71,071 at 6%; with 50% employer match about $71,071 at 4% or $47,381 at 6%; with 100% employer match about $53,303 at 4% or $35,536 at 6%. |
| Wilshire Health and Community Services 403(B) Retirement Plan | - | 137 | $8,222,484 | $584,205 | $4,264iApproximate average salary by contribution assumption: employee only about $106,607 at 4% or $71,071 at 6%; with 50% employer match about $71,071 at 4% or $47,381 at 6%; with 100% employer match about $53,303 at 4% or $35,536 at 6%. |
| 2023 | 2 | 174 | $7,825,752 | $949,452 | $5,457iApproximate average salary by contribution assumption: employee only about $136,416 at 4% or $90,944 at 6%; with 50% employer match about $90,944 at 4% or $60,629 at 6%; with 100% employer match about $68,208 at 4% or $45,472 at 6%. |
| Wilshire Health and Community Services 403(B) Retirement Plan | - | 174 | $7,825,752 | $949,452 | $5,457iApproximate average salary by contribution assumption: employee only about $136,416 at 4% or $90,944 at 6%; with 50% employer match about $90,944 at 4% or $60,629 at 6%; with 100% employer match about $68,208 at 4% or $45,472 at 6%. |
| Wilshire Foundation Inc. Welfare Benefit Plan | - | 114 | - | - | - |
| 2022 | 2 | 171 | $6,909,930 | $813,229 | $4,756iApproximate average salary by contribution assumption: employee only about $118,893 at 4% or $79,262 at 6%; with 50% employer match about $79,262 at 4% or $52,841 at 6%; with 100% employer match about $59,447 at 4% or $39,631 at 6%. |
| Wilshire Health and Community Services 403(B) Retirement Plan | - | 171 | $6,909,930 | $813,229 | $4,756iApproximate average salary by contribution assumption: employee only about $118,893 at 4% or $79,262 at 6%; with 50% employer match about $79,262 at 4% or $52,841 at 6%; with 100% employer match about $59,447 at 4% or $39,631 at 6%. |
| Wilshire Foundation Inc. Welfare Benefit Plan | - | 123 | - | - | - |
| 2021 | 2 | 159 | $8,204,086 | $714,306 | $4,492iApproximate average salary by contribution assumption: employee only about $112,312 at 4% or $74,875 at 6%; with 50% employer match about $74,875 at 4% or $49,917 at 6%; with 100% employer match about $56,156 at 4% or $37,437 at 6%. |
| Wilshire Health and Community Services 403(B) Retirement Plan | - | 159 | $8,204,086 | $714,306 | $4,492iApproximate average salary by contribution assumption: employee only about $112,312 at 4% or $74,875 at 6%; with 50% employer match about $74,875 at 4% or $49,917 at 6%; with 100% employer match about $56,156 at 4% or $37,437 at 6%. |
| Wilshire Foundation Inc. Welfare Benefit Plan | - | 123 | - | - | - |
| 2020 | 2 | 162 | $8,049,030 | $695,947 | $4,296iApproximate average salary by contribution assumption: employee only about $107,399 at 4% or $71,599 at 6%; with 50% employer match about $71,599 at 4% or $47,733 at 6%; with 100% employer match about $53,700 at 4% or $35,800 at 6%. |
| Wilshire Health and Community Services 403(B) Retirement Plan | - | 162 | $8,049,030 | $695,947 | $4,296iApproximate average salary by contribution assumption: employee only about $107,399 at 4% or $71,599 at 6%; with 50% employer match about $71,599 at 4% or $47,733 at 6%; with 100% employer match about $53,700 at 4% or $35,800 at 6%. |
| Wilshire Foundation Inc. Welfare Benefit Plan | - | 117 | - | - | - |
| 2019 | 2 | 145 | $6,855,184 | $710,324 | $4,899iApproximate average salary by contribution assumption: employee only about $122,470 at 4% or $81,646 at 6%; with 50% employer match about $81,646 at 4% or $54,431 at 6%; with 100% employer match about $61,235 at 4% or $40,823 at 6%. |
| Wilshire Health and Community Services 403(B) Retirement Plan | - | 145 | $6,855,184 | $710,324 | $4,899iApproximate average salary by contribution assumption: employee only about $122,470 at 4% or $81,646 at 6%; with 50% employer match about $81,646 at 4% or $54,431 at 6%; with 100% employer match about $61,235 at 4% or $40,823 at 6%. |
| Wilshire Foundation Inc. Welfare Benefit Plan | - | 96 | - | - | - |
| 2018 | 2 | 159 | $5,519,621 | $830,908 | $5,226iApproximate average salary by contribution assumption: employee only about $130,646 at 4% or $87,097 at 6%; with 50% employer match about $87,097 at 4% or $58,065 at 6%; with 100% employer match about $65,323 at 4% or $43,549 at 6%. |
| Wilshire Health and Community Services 403(B) Retirement Plan | - | 159 | $5,519,621 | $830,908 | $5,226iApproximate average salary by contribution assumption: employee only about $130,646 at 4% or $87,097 at 6%; with 50% employer match about $87,097 at 4% or $58,065 at 6%; with 100% employer match about $65,323 at 4% or $43,549 at 6%. |
| Wilshire Foundation Inc. Welfare Benefit Plan | - | 83 | - | - | - |
| 2017 | 2 | 159 | $5,575,264 | $633,301 | $3,983iApproximate average salary by contribution assumption: employee only about $99,576 at 4% or $66,384 at 6%; with 50% employer match about $66,384 at 4% or $44,256 at 6%; with 100% employer match about $49,788 at 4% or $33,192 at 6%. |
| Wilshire Health and Community Services 403(B) Retirement Plan | - | 159 | $5,575,264 | $633,301 | $3,983iApproximate average salary by contribution assumption: employee only about $99,576 at 4% or $66,384 at 6%; with 50% employer match about $66,384 at 4% or $44,256 at 6%; with 100% employer match about $49,788 at 4% or $33,192 at 6%. |
| Wilshire Foundation Inc. Welfare Benefit Plan | - | 111 | - | - | - |
| 2016 | 2 | 147 | $4,914,501 | $709,131 | $4,824iApproximate average salary by contribution assumption: employee only about $120,601 at 4% or $80,400 at 6%; with 50% employer match about $80,400 at 4% or $53,600 at 6%; with 100% employer match about $60,300 at 4% or $40,200 at 6%. |
| Wilshire Health and Community Services 403(B) Retirement Plan | - | 147 | $4,914,501 | $709,131 | $4,824iApproximate average salary by contribution assumption: employee only about $120,601 at 4% or $80,400 at 6%; with 50% employer match about $80,400 at 4% or $53,600 at 6%; with 100% employer match about $60,300 at 4% or $40,200 at 6%. |
| Wilshire Foundation Inc. Welfare Benefit Plan | - | 117 | - | - | - |
| 2015 | 3 | 177 | $6,309,459 | $712,984 | $4,028iApproximate average salary by contribution assumption: employee only about $100,704 at 4% or $67,136 at 6%; with 50% employer match about $67,136 at 4% or $44,757 at 6%; with 100% employer match about $50,352 at 4% or $33,568 at 6%. |
| Wilshire Health and Community Services 403(B) Retirement Plan | - | 177 | $6,309,459 | $712,984 | $4,028iApproximate average salary by contribution assumption: employee only about $100,704 at 4% or $67,136 at 6%; with 50% employer match about $67,136 at 4% or $44,757 at 6%; with 100% employer match about $50,352 at 4% or $33,568 at 6%. |
| Wilshire Foundation Inc. 403B Savings Plan | - | 0 | $0 | - | - |
| Wilshire Foundation Inc. Welfare Benefit Plan | - | 132 | - | - | - |
| 2014 | 3 | 290 | $8,582,033 | $850,146 | $2,932iApproximate average salary by contribution assumption: employee only about $73,288 at 4% or $48,859 at 6%; with 50% employer match about $48,859 at 4% or $32,573 at 6%; with 100% employer match about $36,644 at 4% or $24,429 at 6%. |
| Wilshire Health and Community Services 403(B) Retirement Plan | - | 188 | $8,576,026 | $850,146 | $4,522iApproximate average salary by contribution assumption: employee only about $113,051 at 4% or $75,368 at 6%; with 50% employer match about $75,368 at 4% or $50,245 at 6%; with 100% employer match about $56,526 at 4% or $37,684 at 6%. |
| Wilshire Foundation Inc. 403B Savings Plan | - | 1 | $6,007 | - | - |
| Wilshire Foundation Inc. Welfare Benefit Plan | - | 290 | - | - | - |
| 2013 | 3 | 213 | $8,659,170 | $935,330 | $4,391iApproximate average salary by contribution assumption: employee only about $109,781 at 4% or $73,187 at 6%; with 50% employer match about $73,187 at 4% or $48,791 at 6%; with 100% employer match about $54,890 at 4% or $36,594 at 6%. |
| Wilshire Health and Community Services 403(B) Retirement Plan | - | 213 | $8,652,716 | $935,330 | $4,391iApproximate average salary by contribution assumption: employee only about $109,781 at 4% or $73,187 at 6%; with 50% employer match about $73,187 at 4% or $48,791 at 6%; with 100% employer match about $54,890 at 4% or $36,594 at 6%. |
| Wilshire Foundation Inc. 403B Savings Plan | - | 3 | $6,454 | - | - |
| Wilshire Foundation Inc. Welfare Benefit Plan | - | 166 | - | - | - |
| 2012 | 3 | 234 | $7,934,293 | $1,264,261 | $5,403iApproximate average salary by contribution assumption: employee only about $135,071 at 4% or $90,047 at 6%; with 50% employer match about $90,047 at 4% or $60,031 at 6%; with 100% employer match about $67,535 at 4% or $45,024 at 6%. |
| Wilshire Health and Community Services 403(B) Retirement Plan | - | 234 | $7,928,197 | $1,264,261 | $5,403iApproximate average salary by contribution assumption: employee only about $135,071 at 4% or $90,047 at 6%; with 50% employer match about $90,047 at 4% or $60,031 at 6%; with 100% employer match about $67,535 at 4% or $45,024 at 6%. |
| Wilshire Foundation Inc. 403B Savings Plan | - | 3 | $6,096 | - | - |
| Wilshire Foundation Inc. Welfare Benefit Plan | - | 181 | - | - | - |
| 2011 | 3 | 250 | $7,225,509 | $1,591,248 | $6,365iApproximate average salary by contribution assumption: employee only about $159,125 at 4% or $106,083 at 6%; with 50% employer match about $106,083 at 4% or $70,722 at 6%; with 100% employer match about $79,562 at 4% or $53,042 at 6%. |
| Wilshire Health and Community Services 403(B) Retirement Plan | - | 250 | $7,219,639 | $1,591,248 | $6,365iApproximate average salary by contribution assumption: employee only about $159,125 at 4% or $106,083 at 6%; with 50% employer match about $106,083 at 4% or $70,722 at 6%; with 100% employer match about $79,562 at 4% or $53,042 at 6%. |
| Wilshire Foundation Inc. 403B Savings Plan | - | 3 | $5,870 | - | - |
| Wilshire Foundation Inc. Welfare Benefit Plan | - | 165 | - | - | - |
| 2010 | 3 | 327 | $6,602,790 | $1,020,819 | $3,122iApproximate average salary by contribution assumption: employee only about $78,044 at 4% or $52,030 at 6%; with 50% employer match about $52,030 at 4% or $34,686 at 6%; with 100% employer match about $39,022 at 4% or $26,015 at 6%. |
| Wilshire Health and Community Services 403(B) Retirement Plan | - | 257 | $6,596,855 | $1,020,819 | $3,972iApproximate average salary by contribution assumption: employee only about $99,301 at 4% or $66,201 at 6%; with 50% employer match about $66,201 at 4% or $44,134 at 6%; with 100% employer match about $49,651 at 4% or $33,100 at 6%. |
| Wilshire Foundation Inc. 403B Savings Plan | - | 3 | $5,935 | - | - |
| Wilshire Foundation Inc. Welfare Benefit Plan | - | 327 | - | - | - |
| 2009 | 3 | 244 | $5,694,228 | $1,031,751 | $4,228iApproximate average salary by contribution assumption: employee only about $105,712 at 4% or $70,475 at 6%; with 50% employer match about $70,475 at 4% or $46,983 at 6%; with 100% employer match about $52,856 at 4% or $35,237 at 6%. |
| Wilshire Health and Community Services 403(B) Retirement Plan | - | 244 | $5,688,620 | $1,031,751 | $4,228iApproximate average salary by contribution assumption: employee only about $105,712 at 4% or $70,475 at 6%; with 50% employer match about $70,475 at 4% or $46,983 at 6%; with 100% employer match about $52,856 at 4% or $35,237 at 6%. |
| Wilshire Foundation Inc. 403B Savings Plan | - | 3 | $5,608 | - | - |
| Wilshire Foundation Inc. Welfare Benefit Plan | - | 188 | - | - | - |
| 2008 | 3 | 185 | $0 | $0 | - |
| Wilshire Foundation Inc. 403B Savings Plan | - | 3 | - | - | - |
| Wilshire Foundation Inc. Welfare Benefit Plan | - | 185 | - | - | - |
| Wilshire Health and Community Services 403(B) Retirement Plan | - | 0 | - | - | - |
| 2007 | 3 | 287 | $0 | $0 | - |
| Wilshire Health and Community Services 403(B) Retirement Plan | - | 0 | - | - | - |
| Wilshire Foundation Inc. 403B Savings Plan | - | 3 | - | - | - |
| Wilshire Foundation Inc. Welfare Benefit Plan | - | 287 | - | - | - |
| 2006 | 3 | 295 | $0 | $0 | - |
| Wilshire Health and Community Services 403(B) Retirement Plan | - | 0 | - | - | - |
| Wilshire Foundation Inc. 403B Savings Plan | - | 0 | - | - | - |
| Wilshire Foundation Inc. Welfare Benefit Plan | - | 295 | - | - | - |
| 2005 | 3 | 241 | $0 | $0 | - |
| Wilshire Foundation Inc. Welfare Benefit Plan | - | 241 | - | - | - |
| Wilshire Health and Community Services 403(B) Retirement Plan | - | 0 | - | - | - |
| Wilshire Foundation Inc. 403B Savings Plan | - | 0 | - | - | - |
| 2004 | 3 | 231 | $0 | $0 | - |
| Wilshire Health and Community Services 403(B) Retirement Plan | - | 0 | - | - | - |
| Wilshire Foundation Inc. 403B Savings Plan | - | 0 | - | - | - |
| Wilshire Foundation Inc. Welfare Benefit Plan | - | 231 | - | - | - |
| 2003 | 4 | 181 | $0 | $0 | - |
| Bestcare Home Health Inc Employees Profit Sharing/Savings Plan | - | 0 | - | - | - |
| Wilshire Health and Community Services 403(B) Retirement Plan | - | 0 | - | - | - |
| Wilshire Foundation Inc. Welfare Benefit Plan | - | 181 | - | - | - |
| Wilshire Foundation Inc. 403B Savings Plan | - | 0 | - | - | - |
| 2002 | 4 | 192 | $0 | $0 | - |
| Bestcare Home Health Inc Employees Profit Sharing/Savings Plan | - | 0 | - | - | - |
| Wilshire Health and Community Services 403(B) Retirement Plan | - | 0 | - | - | - |
| Wilshire Foundation Inc. Welfare Benefit Plan | - | 192 | - | - | - |
| Wilshire Foundation Inc. 403B Savings Plan | - | 0 | - | - | - |
| 2001 | 5 | 235 | $0 | $0 | - |
| Wilshire Foundation Inc. 403B Savings Plan | - | 0 | - | - | - |
| Wilshire Foundation Inc. Welfare Benefit Plan | - | 235 | - | - | - |
| Wilshire Health and Community Services 403(B) Retirement Plan | - | 0 | - | - | - |
| Bestcare Home Health Inc Employees Profit Sharing/Savings Plan | - | 8 | - | - | - |
| Bestcare Home Health Inc Employees Profit Sharing/Savings Plan | - | 8 | - | - | - |
| 2000 | 4 | 270 | $0 | $0 | - |
| Wilshire Health and Community Services 403(B) Retirement Plan | - | 0 | - | - | - |
| Wilshire Foundation Inc. 403B Savings Plan | - | 0 | - | - | - |
| Wilshire Foundation Inc. Welfare Benefit Plan | - | 270 | - | - | - |
| Bestcare Home Health Inc Employees Profit Sharing/Savings Plan | - | 27 | - | - | - |
| 1999 | 2 | 232 | $0 | $0 | - |
| Wilshire Foundation Inc. 403B Savings Plan | - | 0 | - | - | - |
| Wilshire Foundation Inc. Welfare Benefit Plan | - | 232 | - | - | - |