Other · DOL Form 5500 · 2022
Public Health Institute Retirement Plan
Data updated 2026-08-11
- $205M
- Total assets
- 1,040
- Participants
- 96th
- Percentile by assets
- $197,025
- Avg per participant
Official DOL plan name: Public Health Institute 403(b) Retirement Plan · Sponsored by Public Health Institute · California · Professional & Technical Services
$205M in assets, 1,040 participants
Public Health Institute's Public Health Institute 403(b) Retirement Plan reported $205M in total assets and 1,040 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 139,126 plans)
- #20,869 in Professional & Technical Services (21,562 peers)
Where Public Health Institute 403(b) Retirement Plan sits by assets
Public Health Institute 403(b) Retirement Plan sits in the top 5% of all filed plans by assets, $205M for 1,040 participants (~$197,025/participant), down 9.2% in 2022.
- $205M
- total plan assets (2022 EOY)
- 1,040
- covered participants
- 96th
- percentile by assets (of 139,126 plans)
- $197,025
- avg assets per participant
The plan reported a net loss of $21M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Public Health Institute 403(b) Retirement Plan vs the 2022 asset distribution
By assets, Public Health Institute 403(b) Retirement Plan outranks 96% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 2.1x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $226M |
|---|---|
| Net Assets (End of Year) | $205M |
| Net Income | -$21M |
| Employer EIN | 941646278 |
| Plan Effective Date | 1987-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Public Health Institute)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,040 | $205M |
| 2023 | 1 | 942 | $246M |
| 2024 | 1 | 895 | $276M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
Public Health Institute 403(b) Retirement Plan vs. nearby Other plans in California, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Public Health Institute 403(b) Retirement Plan by total assets, not by location.
- The Dalton Schools, Inc. Retirement and Savings Plan (NY) $205M · 300
- Reed College Retirement Plan (OR) $205M · 537
- Illinois Independent Colleges and Universities Multiple Employer Plan (IL) $204M · 843
- The Hospital for Special Surgery Retirement Plan for Management and Medical Staff (NY) $205M · 606
Frequently Asked Questions
How did Public Health Institute 403(b) Retirement Plan assets move in 2022? ▼
How have Public Health Institute plan assets changed over time? ▼
Where does Public Health Institute 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Public Health Institute 403(b) Retirement Plan? ▼
Next read for Public Health Institute 403(b) Retiremen…
Scale reading
Ways to act on Public Health Institute 403(b) Retirement Plan's numbers.
- By total assets, Public Health Institute 403(b) Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in California. Compare plans
- Public Health Institute's sponsor-wide assets have grown 34.8% since 2022 across 3 plan years on file. More Professional & Technical Services plans