Profit Sharing · DOL Form 5500 · 2022
Stanford Health Care Tri-Valley Profit Sharing Plan
Data updated 2026-08-11
- $84M
- Total assets
- 1,324
- Participants
- 92nd
- Percentile by assets
- $63,110
- Avg per participant
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.
- 92nd percentile by assets (of 139,126 plans)
- #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.
- $84M
- total plan assets (2022 EOY)
- 1,324
- covered participants
- 92nd
- percentile by assets (of 139,126 plans)
- $63,110
- avg assets per participant
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.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Stanford Health Care Tri-Valley 403(b) Plan reports 1,324 participants - 2.1x that state average ($84M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $87M |
|---|---|
| Net Assets (End of Year) | $84M |
| Net Income | -$4M |
| Employer EIN | 941429628 |
| Plan Effective Date | 2018-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Stanford Health Care Tri-Valley)
| 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
- Intel Retirement Contribution Plan $6.9B · 22,216
- Scpmg Keogh Plan $5.6B · 9,727
- Motion Picture Industry Individual Account Plan $5.6B · 67,173
- Memorialcare Retirement Plan $1.2B · 5,104
- Cedars-Sinai Health System Defined Contribution Retirement Plan $797M · 11,344
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Stanford Health Care Tri-Valley 403(b) Plan by total assets, not by location.
- Anson Industries Inc. Profit Sharing Plan (IL) $83M · 290
- Kipp DC Retirement Plan (DC) $83M · 1,351
- Indel/Inductotherm Corp. Profit Sharing Plan (NJ) $83M · 223
- Stagehands Local Two Annuity Plan (IL) $82M · 1,079
Frequently Asked Questions
How did Stanford Health Care Tri-Valley 403(b) Plan assets move in 2022? ▼
How have Stanford Health Care Tri-Valley plan assets changed over time? ▼
Where does Stanford Health Care Tri-Valley 403(b) Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Stanford Health Care Tri-Valley 403(b) Plan? ▼
Next read for Stanford Health Care Tri-Valley 403(b) P…
Filing takeaways
Ways to act on Stanford Health Care Tri-Valley 403(b) Plan's numbers.
- By total assets, Stanford Health Care Tri-Valley 403(b) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in California. Compare plans
- Stanford Health Care Tri-Valley's sponsor-wide assets have grown 60.6% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans