401(k) · DOL Form 5500 · 2022

Western Health Advantage 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
206
Participants Below avg headcount
83rd
Percentile by assets National rank
$144,353
Avg per participant Above avg balance/head
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Official DOL plan name: Western Health Advantage Savings & Retirement Plan · Sponsored by Western Health Advantage · California · Healthcare & Social Assistance

$30M in assets, 206 participants

Western Health Advantage's Western Health Advantage Savings & Retirement Plan reported $30M in total assets and 206 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #17,131 in Healthcare & Social Assistance (20,060 peers)

Coverage in California

Western Health Advantage Savings & Retirement Plan covers 206 participants in California, about 33% of the average California filer (state average ~630 per filing). Assets: $30M.

#17,131
in Healthcare & Social Assistance (20,060 peers)
-16.1%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Western Health Advantage Savings & Retirement Plan's outsized position by total assets

Western Health Advantage Savings & Retirement Plan vs every filed plan by assets

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

$29,736,679 Top 17% higher than 83% 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

Western Health Advantage Savings & 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. Western Health Advantage Savings & Retirement Plan sits mid-pack in the medium band (206 participants).

DOL schedule card

Filing strip 680393304 · Western Health Advantage PY 2022 · 401(k)

Western Health Advantage Savings & Retirement Plan · $30M · 206 · 83rd

  • VS-ST $30M
  • BOY 206
  • SCH 83rd
  • EBSA 401(k)
  • PART near Drake Software LLC 401(k) Plan
  • TYPE ind #17131

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 →

Western Health Advantage Savings & Retirement Plan in the asset neighbourhood

Western Health Advantage Savings & Retirement PlanWestern Health Advantage Sav…$30MDrake Software LLC 401(k) PlanDrake Software LLC 401(k) Pl…$30MStrong & Hanni 401(k) Profit Sharing PlanStrong & Hanni 401(k) Profit…$30MGexpro Services 401(k) Savings PlanGexpro Services 401(k) Savin…$30MPediatrust, LLC 401(k) Profit Sharing Plan & TrustPediatrust, LLC 401(k) Profi…$30M
End-of-year total assets ($M) among Western Health Advantage Savings & Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$30M
Net Income-$6M
Employer EIN680393304
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Western Health Advantage)

Sponsor-wide plan assets over time

All Western Health Advantage plans reported in each filing year

Latest sponsor-wide plan assets
$42M 41.7692305183104% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $29.7M $42.2M ▲ +41.8%
Year Plans Participants Total Assets
2022 1 206 $30M
2023 1 210 $35M
2024 1 223 $42M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Western Health Advantage Savings & Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Western Health Advantage Savings & Retirement Plan, Total assets ($B): 0.029736679 · Participants: 206Western Health Advantage Savings & Retirement PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Western Health Advantage Savings & Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Western Health Advantage Savings & Retirement Plan side-by-side with 3 peers →

Western Health Advantage Savings & Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Drake Software LLC 401(k) Plan in NC ($30M); by covered participants it is Austin Gastroenterology, P.a. 401(k) Profit Sharing Plan in TX (206 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($30M here).

Similar participant headcount

Nearest other-state filings by covered participants (206 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 Western Health Advantage Savings & Retirement Plan assets move in 2022? ▼
Western Health Advantage Savings & Retirement Plan declined sharply - down 16.1% during 2022, from $35M to $30M. Reported net income was -$6M.
How have Western Health Advantage plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Western Health Advantage's sponsor-wide assets grew 41.8%, from $30M to $42M.
Where does Western Health Advantage Savings & Retirement Plan rank by assets among Form 5500 filers? ▼
Western Health Advantage Savings & Retirement Plan ranks in the 83rd 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 401(k) plans are similar in size to Western Health Advantage Savings & Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Drake Software LLC 401(k) Plan in NC ($30M, 882 participants).
Which 401(k) plans cover a similar participant headcount to Western Health Advantage Savings & Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Austin Gastroenterology, P.a. 401(k) Profit Sharing Plan in TX (206 participants, N/A 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 680393304.

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.