Other · DOL Form 5500 · 2022

Healthright 360 Retirement Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
1,209
Participants Near avg headcount
74th
Percentile by assets National rank
$13,552
Avg per participant Low balance/head
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Official DOL plan name: Healthright 360 403(b) Retirement Plan · Sponsored by Healthright 360 · California · Healthcare & Social Assistance

$16M in assets, 1,209 participants

Healthright 360's Healthright 360 403(b) Retirement Plan reported $16M in total assets and 1,209 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.

  • #15,722 in Healthcare & Social Assistance (20,060 peers)

Healthright 360 multi-year trail

Healthright 360's plans moved +37.8% in assets from 2022 to 2024; this filing shows Healthright 360 403(b) Retirement Plan at $16M / 1,209 participants.

#15,722
in Healthcare & Social Assistance (20,060 peers)
-14.4%
assets change YoY

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.

Healthright 360 403(b) Retirement Plan's outsized position by total assets

Healthright 360 403(b) Retirement Plan vs every filed plan by assets

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

$16,383,904 Top 26% higher than 74% 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

Healthright 360 403(b) Retirement Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Healthright 360 403(b) Retirement Plan lands in the large band (1,209 participants).

Published 5500 schedule card

Filing strip 946129071 · Healthright 360 PY 2022 · Other

Healthright 360 403(b) Retirement Plan · $16M · 1,209 · 74th

  • SCH $16M
  • SCH 1,209
  • SCH 74th
  • SCH Other
  • SCH near Parker Health Group, Inc. 403(b) Tda Plan
  • SCH ind #15722

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 →

Healthright 360 403(b) Retirement Plan in the asset neighbourhood

Parker Health Group, Inc. 403(b) Tda PlanParker Health Group, Inc. 40…$16MRiverside Military Academy, Inc. Defined Contribution Retirement PlanRiverside Military Academy, …$16MLake Ridge Academy Tax Deferred Annuity and Defined Contribution PlanLake Ridge Academy Tax Defer…$16MHealthright 360 403(b) Retirement PlanHealthright 360 403(b) Retir…$16MAtlantic Council of the United States 403(b)DC PlanAtlantic Council of the Unit…$16M
End-of-year total assets ($M) among Healthright 360 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Healthright 360 multi-year asset trail

Sponsor-wide plan assets over time

All Healthright 360 plans reported in each filing year

Latest sponsor-wide plan assets
$32M 37.82048420406321% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $23.3M $32.1M ▲ +37.8%
Year Plans Participants Total Assets
2022 2 2,172 $23M
2023 2 1,760 $27M
2024 2 1,607 $32M

Healthright 360 filing trail (2022)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$16M
Net Income-$3M
Employer EIN946129071
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in California

Peer Other plans, same state, same plan type, ranked by total assets.

Healthright 360 403(b) Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -50510 Total assets ($B) Participants Healthright 360 403(b) Retirement Plan, Total assets ($B): 0.016383904 · Participants: 1209Healthright 360 403(b) Retirement PlanStanford Contributory Retirement Plan, Total assets ($B): 9.38573656 · Participants: 22514Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 5.320318331 · Participants: 48591Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 4.535728964 · Participants: 20237Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.200375781 · Participants: 9827Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 3.677071678 · Participants: 22632University of Southern California Tax-Deferred Annuity Plan
Healthright 360 403(b) Retirement Plan vs. nearby Other plans in California, assets vs. participants
Compare Healthright 360 403(b) Retirement Plan side-by-side with 3 peers →

Healthright 360 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Parker Health Group, Inc. 403(b) Tda Plan in NJ ($16M); by covered participants it is Washington and Lee University Defined Contribution Plan in VA (1,209 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,209 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 Healthright 360 403(b) Retirement Plan assets move in 2022? ▼
Healthright 360 403(b) Retirement Plan pulled back noticeably - down 14.4% during 2022, from $19M to $16M. Reported net income was -$3M.
How have Healthright 360 plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Healthright 360's sponsor-wide assets grew 37.8%, from $23M to $32M.
Which Other plans are similar in size to Healthright 360 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Parker Health Group, Inc. 403(b) Tda Plan in NJ ($16M, 702 participants).
Which Other plans cover a similar participant headcount to Healthright 360 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Washington and Lee University Defined Contribution Plan in VA (1,209 participants, $365M 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 946129071.

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.