Profit Sharing · DOL Form 5500 · 2022

Stanford Health Care -Valleycare Profit Sharing Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
859
Participants Near avg headcount
85th
Percentile by assets National rank
$43,007
Avg per participant Low balance/head
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Official DOL plan name: Stanford Health Care Tri-Valley Defined Contribution Retirement Plan · Sponsored by Stanford Health Care -Valleycare · California · Healthcare & Social Assistance

$37M in assets, 859 participants

Stanford Health Care -Valleycare's Stanford Health Care Tri-Valley Defined Contribution Retirement Plan reported $37M in total assets and 859 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #17,541 in Healthcare & Social Assistance (20,060 peers)

Where Stanford Health Care Tri-Valley Defined Contribution Retirement Plan sits by assets

Stanford Health Care Tri-Valley Defined Contribution Retirement Plan sits in the top quartile of all filed plans by assets, $37M for 859 participants (~$43,007/participant), down 22.7% in 2022.

#17,541
in Healthcare & Social Assistance (20,060 peers)
-22.7%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Stanford Health Care Tri-Valley Defined Contribution Retirement Plan's outsized position by total assets

Stanford Health Care Tri-Valley Defined Contribution Retirement Plan vs every filed plan by assets

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

$36,942,807 Top 15% higher than 85% 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 Defined Contribution Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stanford Health Care Tri-Valley Defined Contribution Retirement Plan sits mid-pack in the medium band (859 participants).

Published 5500 schedule card

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

Stanford Health Care Tri-Valley Defined Contribution Retirement Plan · $37M · 859 · 85th

  • TYPE $37M
  • TYPE 859
  • TYPE 85th
  • TYPE Profit Sharing
  • TYPE near Local Union 373 U.a. Annuity Fund
  • TYPE ind #17541

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 Defined Contribution Retirement Plan in the asset neighbourhood

Bsa Lifestructures, Inc. 401(k) PlanBsa Lifestructures, Inc. 401…$37MLocal Union 373 U.a. Annuity FundLocal Union 373 U.a. Annuity…$37MStanford Health Care Tri-Valley Defined Contribution Retirement PlanStanford Health Care Tri-Val…$37MIronworkers Local 808 Annuity FundIronworkers Local 808 Annuit…$37MThe Access Pooled Employer Plan - Series 1The Access Pooled Employer P…$37M
End-of-year total assets ($M) among Stanford Health Care Tri-Valley Defined Contribution Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$48M
Net Assets (End of Year)$37M
Net Income-$11M
Employer EIN941429628
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stanford Health Care -Valleycare)

Sponsor-wide plan assets over time

All Stanford Health Care -Valleycare 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 Defined Contribution Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Stanford Health Care Tri-Valley Defined Contribution Retirement Plan, Total assets ($B): 0.036942807 · Participants: 859Stanford Health Care Tri-Valley Defined Contribution Retirement 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 Defined Contribution Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Stanford Health Care Tri-Valley Defined Contribution Retirement Plan side-by-side with 3 peers →

Stanford Health Care Tri-Valley Defined Contribution Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Local Union 373 U.a. Annuity Fund in NY ($37M); by covered participants it is Michell Enterprises, LLC 401(k) and Profit Sharing Plan in CT (860 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($37M here).

Similar participant headcount

Nearest other-state filings by covered participants (859 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 Defined Contribution Retirement Plan assets move in 2022? ▼
Stanford Health Care Tri-Valley Defined Contribution Retirement Plan declined sharply - down 22.7% during 2022, from $48M to $37M. Reported net income was -$11M.
How have Stanford Health Care -Valleycare plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stanford Health Care -Valleycare's sponsor-wide assets grew 60.6%, from $121M to $194M.
Where does Stanford Health Care Tri-Valley Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Stanford Health Care Tri-Valley Defined Contribution Retirement Plan ranks in the 85th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to Stanford Health Care Tri-Valley Defined Contribution Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Local Union 373 U.a. Annuity Fund in NY ($37M, 549 participants).
Which Profit Sharing plans cover a similar participant headcount to Stanford Health Care Tri-Valley Defined Contribution Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Michell Enterprises, LLC 401(k) and Profit Sharing Plan in CT (860 participants, $399K 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.