Profit Sharing · DOL Form 5500 · 2022

Stanford Health Care Tri-Valley Profit Sharing Plan

Data updated 2026-08-25

$84M
Total assets Below avg plan size
1,324
Participants Near avg headcount
92nd
Percentile by assets National rank
$63,110
Avg per participant Low balance/head
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Official DOL plan name: Stanford Health Care Tri-Valley 403(b) Plan · Sponsored by Stanford Health Care Tri-Valley · California · Healthcare & Social Assistance

$84M in assets, 1,324 participants

Stanford Health Care Tri-Valley's Stanford Health Care Tri-Valley 403(b) Plan reported $84M in total assets and 1,324 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #18,629 in Healthcare & Social Assistance (20,060 peers)

Coverage in California

Stanford Health Care Tri-Valley 403(b) Plan covers 1,324 participants in California, 2.1x the typical California plan (state average ~630 per filing). Assets: $84M.

#18,629
in Healthcare & Social Assistance (20,060 peers)
-3.9%
assets change YoY
0.8×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Stanford Health Care Tri-Valley 403(b) Plan's outsized position by total assets

Stanford Health Care Tri-Valley 403(b) Plan vs every filed plan by assets

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

$83,557,949 Top 8% higher than 92% 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

Stanford Health Care Tri-Valley 403(b) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stanford Health Care Tri-Valley 403(b) Plan lands in the large band (1,324 participants).

EBSA filing schedule strip

Filing strip 941429628 · Stanford Health Care Tri-Valley PY 2022 · Profit Sharing

Stanford Health Care Tri-Valley 403(b) Plan · $84M · 1,324 · 92nd

  • RANK $84M
  • RANK 1,324
  • RANK 92nd
  • RANK Profit Sharing
  • RANK near Anson Industries Inc. Profit Sharing Plan
  • RANK ind #18629

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 →

Stanford Health Care Tri-Valley 403(b) Plan in the asset neighbourhood

Stanford Health Care Tri-Valley 403(b) PlanStanford Health Care Tri-Val…$84MAnson Industries Inc. Profit Sharing PlanAnson Industries Inc. Profit…$83MKipp DC Retirement Plan$83MIndel/Inductotherm Corp. Profit Sharing PlanIndel/Inductotherm Corp. Pro…$83MStagehands Local Two Annuity PlanStagehands Local Two Annuity…$82M
End-of-year total assets ($M) among Stanford Health Care Tri-Valley 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$87M
Net Assets (End of Year)$84M
Net Income-$4M
Employer EIN941429628
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stanford Health Care Tri-Valley)

Sponsor-wide plan assets over time

All Stanford Health Care Tri-Valley plans reported in each filing year

Latest sponsor-wide plan assets
$194M 60.59749533853547% vs 2022
2024 filing year
$100M$150M$200M$250M 202220232024 $121M $194M ▲ +60.6%
Year Plans Participants Total Assets
2022 2 2,183 $121M
2023 2 2,272 $157M
2024 2 2,445 $194M

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Stanford Health Care Tri-Valley 403(b) Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Stanford Health Care Tri-Valley 403(b) Plan, Total assets ($B): 0.083557949 · Participants: 1324Stanford Health Care Tri-Valley 403(b) PlanIntel Retirement Contribution Plan, Total assets ($B): 6.922537047 · Participants: 22216Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 5.599096297 · Participants: 9727Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.566886773 · Participants: 67173Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.163824 · Participants: 5104Memorialcare Retirement PlanCedars-Sinai Health System Defined Contribution Retirement Plan, Total assets ($B): 0.797223577 · Participants: 11344Cedars-Sinai Health System Defined Contribution Retirement Plan
Stanford Health Care Tri-Valley 403(b) Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Stanford Health Care Tri-Valley 403(b) Plan side-by-side with 3 peers →

Stanford Health Care Tri-Valley 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Anson Industries Inc. Profit Sharing Plan in IL ($83M); by covered participants it is Plumbers & Pipe Fitters Local 354 Pension Fund in PA (1,325 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($84M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,324 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 Stanford Health Care Tri-Valley 403(b) Plan assets move in 2022? ▼
Stanford Health Care Tri-Valley 403(b) Plan edged down modestly - down 3.9% during 2022, from $87M to $84M. Reported net income was -$4M.
How have Stanford Health Care Tri-Valley plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stanford Health Care Tri-Valley's sponsor-wide assets grew 60.6%, from $121M to $194M.
Where does Stanford Health Care Tri-Valley 403(b) Plan rank by assets among Form 5500 filers? ▼
Stanford Health Care Tri-Valley 403(b) Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Profit Sharing plans are similar in size to Stanford Health Care Tri-Valley 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Anson Industries Inc. Profit Sharing Plan in IL ($83M, 290 participants).
Which Profit Sharing plans cover a similar participant headcount to Stanford Health Care Tri-Valley 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Plumbers & Pipe Fitters Local 354 Pension Fund in PA (1,325 participants, $109M 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 941429628.

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.