401(k) · DOL Form 5500 · 2022

Irvine Health Foundation 401(k) Plan

Data updated 2026-08-25

$4K
Total assets Small plan by assets
3
Participants Small participant base
1st
Percentile by assets National rank
$1,448
Avg per participant Low balance/head
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Official DOL plan name: Irvine Health Foundation 401(k) Profit Sharing Plan & Trust · Sponsored by Irvine Health Foundation · California · Healthcare & Social Assistance

$4K in assets, 3 participants

Irvine Health Foundation's Irvine Health Foundation 401(k) Profit Sharing Plan & Trust reported $4K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 1st 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.

  • #112 in Healthcare & Social Assistance (20,060 peers)

Irvine Health Foundation multi-year trail

Irvine Health Foundation's plans moved +330.0% in assets from 2022 to 2024; this filing shows Irvine Health Foundation 401(k) Profit Sharing Plan & Trust at $4K / 3 participants.

#112
in Healthcare & Social Assistance (20,060 peers)
-99.7%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Irvine Health Foundation 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Irvine Health Foundation 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$4,344 1st percentile higher than 1% of 139,123 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 2022

Irvine Health Foundation 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Irvine Health Foundation 401(k) Profit Sharing Plan & Trust is a micro filing (3 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 330141599 · Irvine Health Foundation PY 2022 · 401(k)

Irvine Health Foundation 401(k) Profit Sharing Plan & Trust · $4K · 3 · 1st

  • RANK $4K
  • RANK 3
  • RANK 1st
  • RANK 401(k)
  • RANK near Ripley Tools, LLC 401(k) Plan
  • RANK ind #112

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Irvine Health Foundation 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Irvine Health Foundation 401(k) Profit Sharing Plan & TrustIrvine Health Foundation 401…$4KRipley Tools, LLC 401(k) Plan$4KJr Wilson, Inc. 401(k) Profit Sharing PlanJr Wilson, Inc. 401(k) Profi…$4KPaducah Vascular Institute, PLLC 401(k) Profit Sharing PlanPaducah Vascular Institute, …$4KFno Enterprise Inc. 401(k) PlanFno Enterprise Inc. 401(k) P…$4K
End-of-year total assets ($M) among Irvine Health Foundation 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Irvine Health Foundation multi-year asset trail

Sponsor-wide plan assets over time

All Irvine Health Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$19K 330.0414364640884% vs 2022
2024 filing year
$0M$0.01M$0.02M$0.03M 202220232024 $0M $0.02M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 3 $4K
2023 1 1 $14K
2024 1 1 $19K

Irvine Health Foundation filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$4K
Net Income-$1M
Employer EIN330141599
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Irvine Health Foundation 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Irvine Health Foundation 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000004344 · Participants: 3Irvine Health Foundation 401(k) Profit Sharing Plan & TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Irvine Health Foundation 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Irvine Health Foundation 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Irvine Health Foundation 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Ripley Tools, LLC 401(k) Plan in CT ($4K); by covered participants it is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Irvine Health Foundation 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Irvine Health Foundation 401(k) Profit Sharing Plan & Trust contracted severely - down 99.7% during 2022, from $1M to $4K. Reported net income was -$1M.
How have Irvine Health Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Irvine Health Foundation's sponsor-wide assets grew 330.0%, from $4K to $19K.
Where does Irvine Health Foundation 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Irvine Health Foundation 401(k) Profit Sharing Plan & Trust ranks in the 1st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Irvine Health Foundation 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Ripley Tools, LLC 401(k) Plan in CT ($4K, 75 participants).
Which 401(k) plans cover a similar participant headcount to Irvine Health Foundation 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 330141599.

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.