Self Help For The Elderly 401(k) Plan: Login, Facts & Contact Information

Self Help For The Elderly 401(k) Plan Facts

Plan name
403(B) THRIFT PLAN OF SELF HELP FOR THE ELDERLY
Plan type
401(k) with employer contributions
Plan sponsor
SELF HELP FOR THE ELDERLY
Participants
564 (476 active employees)
Former employees with a balance
125
Plan assets
$15,851,151 at Dec 31, 2024
Average account balance
$50,162 across 316 accounts
Employer contributions
$270,592 in plan year 2024 (22% of all contributions)
Recordkeeper
Mutual Of America Investment Corp
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jul 1, 2002
✓ Employer contributions— Automatic enrollment— Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window— Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Jul 17, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $1.25 million went into the plan in contributions, $270,592 of it from the employer (22%).
  • $969,334 was paid out to participants.
  • Investment and other income added $1.96 million.
  • Administrative expenses were $1,315, about $4 per account.

How the Self Help For The Elderly 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019217$10.2 million$175,740$680,308
2020239$11.5 million$213,475$792,357
2021248$13.5 million$213,404$343,222
2022489$12.2 million$231,724$374,547
2023522$13.6 million$260,865$1.57 million
2024564$15.9 million$270,592$969,334

Self Help For The Elderly 401(k) Contact Information

Phone
415-677-7600
Mailing address
731 SANSOME ST STE 100, SAN FRANCISCO CA 941111725
Plan sponsor
SELF HELP FOR THE ELDERLY
Employer identification number (EIN)
94-1750717
Plan number
002

Questions about the Self Help For The Elderly 401(k)

Does Self Help For The Elderly contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $270,592, 22% of all contributions.

Does the Self Help For The Elderly 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Self Help For The Elderly 401(k) plan?

564 participants at the start of plan year 2024, 476 of them active employees, and 125 former employees who still had money in the plan.

What is the average 401(k) balance at Self Help For The Elderly?

About $50,162 per account: $15.9 million in plan assets across 316 accounts with a balance at the end of plan year 2024.

Who manages the Self Help For The Elderly 401(k) accounts?

Mutual of America (listed on the filing as MUTUAL OF AMERICA INVESTMENT CORP) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Self Help For The Elderly. How do I access my 401(k)?

Your account stays with Mutual of America after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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