Other · DOL Form 5500 · 2022
Promesa Behavioral Health Retirement Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 115
- Participants Small participant base
- 35th
- Percentile by assets National rank
- $18,976
- Avg per participant Low balance/head
Official DOL plan name: Promesa Behavioral Health 403(b) Retirement Plan Behavioral Health 403(b) Retirement Plan · Sponsored by Promesa Behavioral Health · California · Other Services
$2M in assets, 115 participants
Promesa Behavioral Health's Promesa Behavioral Health 403(b) Retirement Plan Behavioral Health 403(b) Retirement Plan reported $2M in total assets and 115 participants in its 2022 DOL Form 5500 filing, ranking in the 35th 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.
- #4,868 in Other Services (8,398 peers)
Coverage in California
Promesa Behavioral Health 403(b) Retirement Plan Behavioral Health 403(b) Retirement Plan covers 115 participants in California, about 18% of the average California filer (state average ~630 per filing). Assets: $2M.
- #4,868
- in Other Services (8,398 peers)
- -16.2%
- assets change YoY
The plan reported a net loss of $422K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Promesa Behavioral Health 403(b) Retirement Plan Behavioral Health 403(b) Retirement Plan's mid-pack asset rank among Other Services and all filers
Promesa Behavioral Health 403(b) Retirement Plan Behavioral Health 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,182,232 35th percentile higher than 35% 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
Promesa Behavioral Health 403(b) Retirement Plan Behavioral Health 403(b) 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. Promesa Behavioral Health 403(b) Retirement Plan Behavioral Health 403(b) Retirement Plan sits mid-pack in the medium band (115 participants).
DOL schedule card
Filing strip 770174896 · Promesa Behavioral Health PY 2022 · Other
Promesa Behavioral Health 403(b) Retirement Plan Behavioral Health 403(b) Retirement Plan · $2M · 115 · 35th
- PCT $2M
- EIN 115
- RANK 35th
- PHOTO Other
- IND near League of American Bicyclists 403b Plan
- EOY ind #4868
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 Other Services retirement plans → · Plans in California →
Promesa Behavioral Health 403(b) Retirement Plan Behavioral Health 403(b) Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$422K |
| Employer EIN | 770174896 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Promesa Behavioral Health)
Sponsor-wide plan assets over time
All Promesa Behavioral Health plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 29.951719157266503% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 115 | $2M |
| 2023 | 1 | 113 | $3M |
| 2024 | 1 | 119 | $3M |
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
Promesa Behavioral Health 403(b) Retirement Plan Behavioral Health 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is League of American Bicyclists 403b Plan in DC ($2M); by covered participants it is Old Salem, Inc. Retirement Plan in NC (115 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (115 participants); asset peers above are excluded.
- Old Salem, Inc. Retirement Plan (NC) 115 · 0 off
- Sreb Retirement Plan (GA) 115 · 0 off
- Pathways to Housing DC 403(b) Group Retirement Plan (DC) 115 · 0 off
- Overbrook Friedlander Programs 403(b) Retirement Plan (PA) 115 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.