401(k) · DOL Form 5500 · 2022

Petaluma Health Center 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
473
Participants Below avg headcount
81st
Percentile by assets National rank
$54,640
Avg per participant Low balance/head
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Official DOL plan name: Petaluma Health Center 401(k) Plan & Trust · Sponsored by Petaluma Health Center · California · Healthcare & Social Assistance

$26M in assets, 473 participants

Petaluma Health Center's Petaluma Health Center 401(k) Plan & Trust reported $26M in total assets and 473 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #16,814 in Healthcare & Social Assistance (20,060 peers)

Where Petaluma Health Center 401(k) Plan & Trust sits by assets

Petaluma Health Center 401(k) Plan & Trust sits in the top quartile of all filed plans by assets, $26M for 473 participants (~$54,640/participant), down 11.3% in 2022.

#16,814
in Healthcare & Social Assistance (20,060 peers)
-11.3%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Petaluma Health Center 401(k) Plan & Trust's outsized position by total assets

Petaluma Health Center 401(k) Plan & Trust vs every filed plan by assets

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

$25,844,752 Top 19% higher than 81% 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

Petaluma Health Center 401(k) Plan & Trust 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. Petaluma Health Center 401(k) Plan & Trust sits mid-pack in the medium band (473 participants).

EBSA filing schedule strip

Filing strip 680437840 · Petaluma Health Center PY 2022 · 401(k)

Petaluma Health Center 401(k) Plan & Trust · $26M · 473 · 81st

  • PHOTO $26M
  • IND 473
  • EOY 81st
  • 5500 401(k)
  • ASSETS near North American Companies 401(k) Retirement Plan
  • PCT ind #16814

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 →

Petaluma Health Center 401(k) Plan & Trust in the asset neighbourhood

North American Companies 401(k) Retirement PlanNorth American Companies 401…$26MPerlo Construction Group Retirement PlanPerlo Construction Group Ret…$26MPetaluma Health Center 401(k) Plan & TrustPetaluma Health Center 401(k…$26MSymphony Multiple Employer PlanSymphony Multiple Employer P…$26MSmartbear Software, Inc. 401(k) PlanSmartbear Software, Inc. 401…$26M
End-of-year total assets ($M) among Petaluma Health Center 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$26M
Net Income-$3M
Employer EIN680437840
Plan Effective Date2000-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Petaluma Health Center)

Sponsor-wide plan assets over time

All Petaluma Health Center plans reported in each filing year

Latest sponsor-wide plan assets
$41M 56.04798208715884% vs 2022
2024 filing year
$20M$25M$30M$35M$40M$45M 202220232024 $26.3M $41M ▲ +56.0%
Year Plans Participants Total Assets
2022 2 473 $26M
2023 2 525 $34M
2024 1 542 $41M

Nearby 401(k) Plans in California

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

Petaluma Health Center 401(k) Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Petaluma Health Center 401(k) Plan & Trust, Total assets ($B): 0.025844752 · Participants: 473Petaluma Health Center 401(k) Plan & TrustWells 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
Petaluma Health Center 401(k) Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Petaluma Health Center 401(k) Plan & Trust side-by-side with 3 peers →

Petaluma Health Center 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is North American Companies 401(k) Retirement Plan in ND ($26M); by covered participants it is Sunset Food Mart, Inc. 401(k) Retirement Plan in IL (473 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($26M here).

Similar participant headcount

Nearest other-state filings by covered participants (473 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 Petaluma Health Center 401(k) Plan & Trust assets move in 2022? ▼
Petaluma Health Center 401(k) Plan & Trust pulled back noticeably - down 11.3% during 2022, from $29M to $26M. Reported net income was -$3M.
How have Petaluma Health Center plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Petaluma Health Center's sponsor-wide assets grew 56.0%, from $26M to $41M.
Where does Petaluma Health Center 401(k) Plan & Trust rank by assets among Form 5500 filers? ▼
Petaluma Health Center 401(k) Plan & Trust ranks in the 81st 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 Petaluma Health Center 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is North American Companies 401(k) Retirement Plan in ND ($26M, 1,435 participants).
Which 401(k) plans cover a similar participant headcount to Petaluma Health Center 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Sunset Food Mart, Inc. 401(k) Retirement Plan in IL (473 participants, $17M 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 680437840.

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.