Other · DOL Form 5500 · 2022
Apla Health & Wellness Retirement Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 313
- Participants Below avg headcount
- 73rd
- Percentile by assets National rank
- $50,582
- Avg per participant Low balance/head
Official DOL plan name: Apla Health & Wellness 403(b) Plan · Sponsored by Apla Health & Wellness · California · Healthcare & Social Assistance
$16M in assets, 313 participants
Apla Health & Wellness's Apla Health & Wellness 403(b) Plan reported $16M in total assets and 313 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.
- #15,617 in Healthcare & Social Assistance (20,060 peers)
Coverage in California
Apla Health & Wellness 403(b) Plan covers 313 participants in California, about 50% of the average California filer (state average ~630 per filing). Assets: $16M.
- #15,617
- in Healthcare & Social Assistance (20,060 peers)
- -4.9%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Apla Health & Wellness 403(b) Plan's outsized position by total assets
Apla Health & Wellness 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$15,832,040 Top 27% higher than 73% 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
Apla Health & Wellness 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. Apla Health & Wellness 403(b) Plan sits mid-pack in the medium band (313 participants).
Form 5500 schedule snapshot
Filing strip 841661910 · Apla Health & Wellness PY 2022 · Other
Apla Health & Wellness 403(b) Plan · $16M · 313 · 73rd
- PCT $16M
- EIN 313
- RANK 73rd
- PHOTO Other
- IND near Montgomery Hospice Employee and Employer Contribution Plan
- EOY ind #15617
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 →
Apla Health & Wellness 403(b) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | -$2M |
| Employer EIN | 841661910 |
| Plan Effective Date | 2007-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Apla Health & Wellness)
Sponsor-wide plan assets over time
All Apla Health & Wellness plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 48.18422010050505% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 313 | $16M |
| 2023 | 1 | 368 | $19M |
| 2024 | 1 | 359 | $23M |
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
Apla Health & Wellness 403(b) Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Montgomery Hospice Employee and Employer Contribution Plan in MD ($16M); by covered participants it is Hospice & Palliative Carecenter 403(b) Retirement Plan in NC (313 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
Similar participant headcount
Nearest other-state filings by covered participants (313 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.