Profit Sharing · DOL Form 5500 · 2022
Peach Tree Healthcare Profit Sharing Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 109
- Participants Small participant base
- 32nd
- Percentile by assets National rank
- $16,739
- Avg per participant Low balance/head
Official DOL plan name: Peach Tree Healthcare Retirement Plan · Sponsored by Peach Tree Healthcare · California · Healthcare & Social Assistance
$2M in assets, 109 participants
Peach Tree Healthcare's Peach Tree Healthcare Retirement Plan reported $2M in total assets and 109 participants in its 2022 DOL Form 5500 filing, ranking in the 32nd 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.
- #6,574 in Healthcare & Social Assistance (20,060 peers)
Coverage in California
Peach Tree Healthcare Retirement Plan covers 109 participants in California, about 17% of the average California filer (state average ~630 per filing). Assets: $2M.
- #6,574
- in Healthcare & Social Assistance (20,060 peers)
- -20.7%
- assets change YoY
The plan reported a net loss of $476K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Peach Tree Healthcare Retirement Plan among the smaller filed plans by assets
Peach Tree Healthcare Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,824,585 32nd percentile higher than 32% 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 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. Peach Tree Healthcare Retirement Plan sits mid-pack in the medium band (109 participants).
Form 5500 schedule snapshot
Filing strip 680371679 · Peach Tree Healthcare PY 2022 · Profit Sharing
Peach Tree Healthcare Retirement Plan · $2M · 109 · 32nd
- PHOTO $2M
- PHOTO 109
- PHOTO 32nd
- PHOTO Profit Sharing
- PHOTO near Ratliff and Jentho Cpa Profit Sharing Plan
- PHOTO ind #6574
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 Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$476K |
| 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 Profit Sharing Plans in California
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Intel Retirement Contribution Plan $6.9B · 22,216
- Scpmg Keogh Plan $5.6B · 9,727
- Motion Picture Industry Individual Account Plan $5.6B · 67,173
- Memorialcare Retirement Plan $1.2B · 5,104
- Cedars-Sinai Health System Defined Contribution Retirement Plan $797M · 11,344
Peach Tree Healthcare Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside California, the nearest Profit Sharing by assets is Ratliff and Jentho Cpa Profit Sharing Plan in TX ($2M); by covered participants it is Hope for Youth, Inc. Retirement Plan in NY (109 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 (109 participants); asset peers above are excluded.
- Hope for Youth, Inc. Retirement Plan (NY) 109 · 0 off
- Heaven's Hands Community Services, Inc. 403(b) Plan (NY) 109 · 0 off
- Safe Harbor Marinas Puerto Rico Retirement Plan (TX) 109 · 0 off
- Visiting Nurse Association Retirement Plan (NJ) 109 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.