Other · DOL Form 5500 · 2022
Peach Tree Healthcare Retirement Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 155
- Participants Small participant base
- 54th
- Percentile by assets National rank
- $38,649
- Avg per participant Low balance/head
Official DOL plan name: Peach Tree Healthcare 403(b) Plan · Sponsored by Peach Tree Healthcare · California · Healthcare & Social Assistance
$6M in assets, 155 participants
Peach Tree Healthcare's Peach Tree Healthcare 403(b) Plan reported $6M in total assets and 155 participants in its 2022 DOL Form 5500 filing, ranking in the 54th 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.
- #12,063 in Healthcare & Social Assistance (20,060 peers)
Coverage in California
Peach Tree Healthcare 403(b) Plan covers 155 participants in California, about 25% of the average California filer (state average ~630 per filing). Assets: $6M.
- #12,063
- in Healthcare & Social Assistance (20,060 peers)
- -16.1%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Peach Tree Healthcare 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Peach Tree Healthcare 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$5,990,529 Top 46% higher than 54% 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
Peach Tree Healthcare 403(b) 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. Peach Tree Healthcare 403(b) Plan sits mid-pack in the medium band (155 participants).
EBSA filing schedule strip
Filing strip 680371679 · Peach Tree Healthcare PY 2022 · Other
Peach Tree Healthcare 403(b) Plan · $6M · 155 · 54th
- RANK $6M
- PHOTO 155
- IND 54th
- EOY Other
- 5500 near Lawyers Committee for Civil Rights Under Law 403(b) Plan
- ASSETS ind #12063
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 →
Peach Tree Healthcare 403(b) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$1M |
| Employer EIN | 680371679 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Peach Tree Healthcare)
Sponsor-wide plan assets over time
All Peach Tree Healthcare plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 55.675720149443755% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 264 | $8M |
| 2023 | 2 | 313 | $10M |
| 2024 | 2 | 363 | $12M |
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
Peach Tree Healthcare 403(b) Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Lawyers Committee for Civil Rights Under Law 403(b) Plan in DC ($6M); by covered participants it is Trinity Christian School of Fairfax Defined Contribution and Tax Deferred Annuity Retirement Plan in VA (155 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (155 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.