Other · DOL Form 5500 · 2022
Public Health Institute Retirement Plan
Data updated 2026-08-25
- $205M
- Total assets Near avg plan size
- 1,040
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $197,025
- Avg per participant Above avg balance/head
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.
- #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.
- #20,869
- in Professional & Technical Services (21,562 peers)
- -9.2%
- assets change YoY
- 2.1×
- vs typical plan assets (national mean)
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's outsized position by total assets
Public Health Institute 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$204,905,624 Top 4% higher than 96% 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
Public Health Institute 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. Public Health Institute 403(b) Retirement Plan lands in the large band (1,040 participants).
Plan-year Form 5500 strip
Filing strip 941646278 · Public Health Institute PY 2022 · Other
Public Health Institute 403(b) Retirement Plan · $205M · 1,040 · 96th
- VS-ST $205M
- BOY 1,040
- SCH 96th
- EBSA Other
- PART near The Dalton Schools, Inc. Retirement and Savings Plan
- TYPE ind #20869
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 Professional & Technical Services retirement plans → · Plans in California →
Public Health Institute 403(b) Retirement Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Public Health Institute plans reported in each filing year
- Latest sponsor-wide plan assets
- $276M 34.79907413375828% vs 2022
- 2024 filing year
| 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.
- 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
Public Health Institute 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is The Dalton Schools, Inc. Retirement and Savings Plan in NY ($205M); by covered participants it is Access Community Health Network Retirement Savings Plan in IL (1,040 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($205M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (1,040 participants); asset peers above are excluded.
- Access Community Health Network Retirement Savings Plan (IL) 1,040 · 0 off
- Middlebury College Voluntary Retirement Plan (VT) 1,039 · 1 off
- Missouri Delta Medical Center Tax Deferred Annuity Plan (MO) 1,038 · 2 off
- Columbia University Defined Contribution Plan - Supporting Staff Association at the College of Physicians and Surgeons (NY) 1,036 · 4 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.