401(k)
2022 plan-year 401(k) DOL Form 5500

403(b) Thrift Plan of Adelante Healthcare, Inc.

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Adelante Healthcare, Inc. · Arizona · Healthcare & Social Assistance

What the 2023 filing shows

403(b) Thrift Plan of Adelante Healthcare, Inc. holds $17M for 738 participants — about $22,537 per participant, down 5.3% over the 2022 plan year.

$17M
total plan assets (2022 EOY)
738
covered participants
$22,537
avg assets per participant
-5.3%
assets change YoY

The plan reported a net loss of $939K for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$17M
Participants
738
State
Industry
Healthcare & Social Assistance

What the Filing Says About 403(b) Thrift Plan of Adelante Healthcare, Inc.

403(b) Thrift Plan of Adelante Healthcare, Inc. is a 401(k) retirement plan sponsored by Adelante Healthcare, Inc., headquartered in Arizona. As of the 2022 Form 5500 filing, the plan reports $17M in total end-of-year assets and covers 738 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 860377821, and the plan has been effective since 2005-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $18M at the beginning of 2022 to $17M at year-end — a decline of 5.3%. Net assets (after liabilities) closed the year at $17M, with reported net income of $-939,190 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$18M
Total Assets (End of Year)$17M
Net Assets (End of Year)$17M
Net Income$-939,190
Plan Type401(k)
Employer EIN860377821
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Adelante Healthcare, Inc.)

Year Plans Participants Total Assets
2022 1 738 $17M
2023 1 1,020 $19M
2024 1 763 $19M

Nearby 401(k) Plans in Arizona

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Frequently Asked Questions

How much money is in the 403(b) Thrift Plan of Adelante Healthcare, Inc.?
As of the 2022 Form 5500 filing, 403(b) Thrift Plan of Adelante Healthcare, Inc. holds $17M in total assets with 738 participants. It is sponsored by Adelante Healthcare, Inc..
What type of plan is 403(b) Thrift Plan of Adelante Healthcare, Inc.?
403(b) Thrift Plan of Adelante Healthcare, Inc. is a 401(k) plan. It has been effective since 2005-01-01. The plan is filed with the U.S. Department of Labor under EIN 860377821.
Who sponsors the 403(b) Thrift Plan of Adelante Healthcare, Inc.?
403(b) Thrift Plan of Adelante Healthcare, Inc. is sponsored by Adelante Healthcare, Inc., located in Arizona. The sponsor's EIN is 860377821 and the plan operates in the Healthcare & Social Assistance industry.
How did 403(b) Thrift Plan of Adelante Healthcare, Inc. perform in 2022?
403(b) Thrift Plan of Adelante Healthcare, Inc. declined by 5.3% during 2022, moving from $18M to $17M in total assets. Net income was $-939,190.
Where can I find official filings for 403(b) Thrift Plan of Adelante Healthcare, Inc.?
Official Form 5500 filings for 403(b) Thrift Plan of Adelante Healthcare, Inc. are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 860377821 or plan name at efast.dol.gov.
How does 403(b) Thrift Plan of Adelante Healthcare, Inc. compare to other plans?
You can compare 403(b) Thrift Plan of Adelante Healthcare, Inc. against other 401(k) plans on the plan type page, or view plans in Arizona on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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 860377821.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.