401(k) · DOL Form 5500 · 2022

Peer Health Exchange, Inc 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
49
Participants Small participant base
38th
Percentile by assets National rank
$51,991
Avg per participant Low balance/head
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Official DOL plan name: Peer Health Exchange, Inc 401(k) Plan · Sponsored by Peer Health Exchange, Inc · California · Educational Services

$3M in assets, 49 participants

Peer Health Exchange, Inc's Peer Health Exchange, Inc 401(k) Plan reported $3M in total assets and 49 participants in its 2022 DOL Form 5500 filing, ranking in the 38th 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.

  • #1,034 in Educational Services (4,024 peers)

Peer Health Exchange, Inc multi-year trail

Peer Health Exchange, Inc's plans moved +16.5% in assets from 2022 to 2023; this filing shows Peer Health Exchange, Inc 401(k) Plan at $3M / 49 participants.

#1,034
in Educational Services (4,024 peers)
-20.9%
assets change YoY

The plan reported a net loss of $671K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Peer Health Exchange, Inc 401(k) Plan's mid-pack asset rank among Educational Services and all filers

Peer Health Exchange, Inc 401(k) Plan vs every filed plan by assets

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

$2,547,574 38th percentile higher than 38% 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

Peer Health Exchange, Inc 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Peer Health Exchange, Inc 401(k) Plan is a small filing (49 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 562374305 · Peer Health Exchange, Inc PY 2022 · 401(k)

Peer Health Exchange, Inc 401(k) Plan · $3M · 49 · 38th

  • RANK $3M
  • RANK 49
  • RANK 38th
  • RANK 401(k)
  • RANK near R.E. Lee Electric Co., Inc 401(k) Profit Sharing Plan
  • RANK ind #1034

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 Educational Services retirement plans → · Plans in California →

Peer Health Exchange, Inc 401(k) Plan in the asset neighbourhood

Peer Health Exchange, Inc 401(k) PlanPeer Health Exchange, Inc 40…$3MR.E. Lee Electric Co., Inc 401(k) Profit Sharing PlanR.E. Lee Electric Co., Inc 4…$3MFamily & Children's Service, Inc. 401(k) Retirement PlanFamily & Children's Service,…$3MSunshine Terrace Foundation, Inc Retirement PlanSunshine Terrace Foundation,…$3MThe Glenridge on Palmer Ranch 401(k) PlanThe Glenridge on Palmer Ranc…$3M
End-of-year total assets ($M) among Peer Health Exchange, Inc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Peer Health Exchange, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Peer Health Exchange, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$3M 16.548253357900496% vs 2022
2023 filing year
$2.4M$2.6M$2.8M$3M$3.2M 20222023 $2.55M $2.97M ▲ +16.5%
Year Plans Participants Total Assets
2022 1 49 $3M
2023 1 83 $3M

Peer Health Exchange, Inc filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$671K
Employer EIN562374305
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Peer Health Exchange, Inc 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Peer Health Exchange, Inc 401(k) Plan, Total assets ($B): 0.002547574 · Participants: 49Peer Health Exchange, Inc 401(k) 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
Peer Health Exchange, Inc 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Peer Health Exchange, Inc 401(k) Plan side-by-side with 3 peers →

Peer Health Exchange, Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is R.E. Lee Electric Co., Inc 401(k) Profit Sharing Plan in VA ($3M); by covered participants it is Ecoplan Associates, Inc. 401(k) Plan in AZ (49 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (49 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 Peer Health Exchange, Inc 401(k) Plan assets move in 2022? ▼
Peer Health Exchange, Inc 401(k) Plan declined sharply - down 20.9% during 2022, from $3M to $3M. Reported net income was -$671K.
How have Peer Health Exchange, Inc plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Peer Health Exchange, Inc's sponsor-wide assets grew 16.5%, from $3M to $3M.
Which 401(k) plans are similar in size to Peer Health Exchange, Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is R.E. Lee Electric Co., Inc 401(k) Profit Sharing Plan in VA ($3M, 32 participants).
Which 401(k) plans cover a similar participant headcount to Peer Health Exchange, Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ecoplan Associates, Inc. 401(k) Plan in AZ (49 participants, $63K 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 562374305.

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.