Other · DOL Form 5500 · 2022
Petaluma Health Center Retirement Plan
Data updated 2026-08-25
- $404K
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 16th
- Percentile by assets National rank
Official DOL plan name: Coastal Health Alliance 403(b) Retirement Plan · Sponsored by Petaluma Health Center · California · Healthcare & Social Assistance
$404K in assets, N/A participants
Petaluma Health Center's Coastal Health Alliance 403(b) Retirement Plan reported $404K in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 16th 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.
- #2,476 in Healthcare & Social Assistance (20,060 peers)
Petaluma Health Center multi-year trail
Petaluma Health Center's plans moved +56.0% in assets from 2022 to 2024; this filing shows Coastal Health Alliance 403(b) Retirement Plan at $404K / N/A participants.
- #2,476
- in Healthcare & Social Assistance (20,060 peers)
- -13.8%
- assets change YoY
The plan reported a net loss of $65K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Coastal Health Alliance 403(b) Retirement Plan among the smaller filed plans by assets
Coastal Health Alliance 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$404,127 16th percentile higher than 16% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Filed plans by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
DOL schedule card
Filing strip 680437840 · Petaluma Health Center PY 2022 · Other
Coastal Health Alliance 403(b) Retirement Plan · $404K · N/A · 16th
- IND $404K
- IND N/A
- IND 16th
- IND Other
- IND near Council for Court Excellence 403(b) Plan
- IND ind #2476
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 →
Coastal Health Alliance 403(b) Retirement Plan in the asset neighbourhood
Petaluma Health Center multi-year asset trail
Sponsor-wide plan assets over time
All Petaluma Health Center plans reported in each filing year
- Latest sponsor-wide plan assets
- $41M 56.04798208715884% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 473 | $26M |
| 2023 | 2 | 525 | $34M |
| 2024 | 1 | 542 | $41M |
Petaluma Health Center filing trail (2022)
| Total Assets (Beginning of Year) | $469K |
|---|---|
| Net Assets (End of Year) | $404K |
| Net Income | -$65K |
| Employer EIN | 680437840 |
| Plan Effective Date | 2003-11-11 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $9.4B · 22,514
- Sutter Health 403(b) Savings Plan $5.3B · 48,591
- Stanford Health Care Retirement Savings Plan $4.5B · 20,237
- Caltech Base Retirement Plan $4.2B · 9,827
- University of Southern California Tax-Deferred Annuity Plan $3.7B · 22,632
Coastal Health Alliance 403(b) Retirement Plan's closest out-of-state Other peers by assets
Outside California, the nearest Other by end-of-year assets is Council for Court Excellence 403(b) Plan in DC at $402K (this filing: $404K).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($404K here).
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.