Profit Sharing · DOL Form 5500 · 2022
Stanford Health Care -Valleycare Profit Sharing Plan
Data updated 2026-08-11
- $37M
- Total assets
- 859
- Participants
- 85th
- Percentile by assets
- $43,007
- Avg per participant
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.
- 85th percentile by assets (of 139,126 plans)
- #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.
- $37M
- total plan assets (2022 EOY)
- 859
- covered participants
- 85th
- percentile by assets (of 139,126 plans)
- $43,007
- avg assets per participant
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 vs the 2022 asset distribution
By assets, Stanford Health Care Tri-Valley Defined Contribution Retirement Plan outranks 85% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $48M |
|---|---|
| Net Assets (End of Year) | $37M |
| Net Income | -$11M |
| Employer EIN | 941429628 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Stanford Health Care -Valleycare)
| 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
- 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 Defined Contribution Retirement Plan by total assets, not by location.
- Local Union 373 U.a. Annuity Fund (NY) $37M · 549
- Ironworkers Local 808 Annuity Fund (PA) $37M · 696
- Bsa Lifestructures, Inc. 401(k) Plan (IN) $37M · 189
- The Access Pooled Employer Plan - Series 1 (TX) $37M · 3,308
Frequently Asked Questions
How did Stanford Health Care Tri-Valley Defined Contribution Retirement Plan assets move in 2022? ▼
How have Stanford Health Care -Valleycare plan assets changed over time? ▼
Where does Stanford Health Care Tri-Valley Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Stanford Health Care Tri-Valley Defined Contribution Retirement Plan? ▼
Next read for Stanford Health Care Tri-Valley Defined …
Scale reading
Ways to act on Stanford Health Care Tri-Valley Defined Contribution Retirement Plan's numbers.
- By total assets, Stanford Health Care Tri-Valley Defined Contribution Retirement Plan ranks in the top quartile 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 -Valleycare's sponsor-wide assets have grown 60.6% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans