Other · DOL Form 5500 · 2022

By the Bay Health Retirement Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
426
Participants Below avg headcount
81st
Percentile by assets National rank
$60,906
Avg per participant Low balance/head
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Official DOL plan name: By the Bay Health 403(b) Plan · Sponsored by By the Bay Health · California · Healthcare & Social Assistance

$26M in assets, 426 participants

By the Bay Health's By the Bay Health 403(b) Plan reported $26M in total assets and 426 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #16,821 in Healthcare & Social Assistance (20,060 peers)

Where By the Bay Health 403(b) Plan sits by assets

By the Bay Health 403(b) Plan sits in the top quartile of all filed plans by assets, $26M for 426 participants (~$60,906/participant), down 6.9% in 2022.

#16,821
in Healthcare & Social Assistance (20,060 peers)
-6.9%
assets change YoY
0.3×
vs typical plan assets (national mean)

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.

By the Bay Health 403(b) Plan's outsized position by total assets

By the Bay Health 403(b) Plan vs every filed plan by assets

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

$25,945,835 Top 19% higher than 81% 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

By the Bay Health 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. By the Bay Health 403(b) Plan sits mid-pack in the medium band (426 participants).

EBSA filing schedule strip

Filing strip 942890791 · By the Bay Health PY 2022 · Other

By the Bay Health 403(b) Plan · $26M · 426 · 81st

  • PART $26M
  • TYPE 426
  • NET 81st
  • BOOK Other
  • VS-ST near Association of State and Territorial Health Officials 403(b) Plan
  • BOY ind #16821

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 →

By the Bay Health 403(b) Plan in the asset neighbourhood

West Virginia University Foundation DC Retirement PlanWest Virginia University Fou…$26MHuntingdon College Retirement Annuity Plan Tiaa-CrefHuntingdon College Retiremen…$26MBy the Bay Health 403(b) Plan$26MAssociation of State and Territorial Health Officials 403(b) PlanAssociation of State and Ter…$26MPrairie School Defined Contribution Retirement PlanPrairie School Defined Contr…$26M
End-of-year total assets ($M) among By the Bay Health 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$26M
Net Income-$2M
Employer EIN942890791
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (By the Bay Health)

Sponsor-wide plan assets over time

All By the Bay Health plans reported in each filing year

Latest sponsor-wide plan assets
$34M 31.943308049249524% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $26M $34.2M ▲ +31.9%
Year Plans Participants Total Assets
2022 1 426 $26M
2023 1 397 $31M
2024 1 387 $34M

Nearby Other Plans in California

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

By the Bay Health 403(b) Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -50510 Total assets ($B) Participants By the Bay Health 403(b) Plan, Total assets ($B): 0.025945835 · Participants: 426By the Bay Health 403(b) 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
By the Bay Health 403(b) Plan vs. nearby Other plans in California, assets vs. participants

By the Bay Health 403(b) Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Association of State and Territorial Health Officials 403(b) Plan in VA ($26M); by covered participants it is Employee Benefit Plan for Employees of Employshare, Inc. and Participating Employers in PA (426 participants). Same-state nearby plans are listed separately above.

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 By the Bay Health 403(b) Plan assets move in 2022?
By the Bay Health 403(b) Plan pulled back noticeably - down 6.9% during 2022, from $28M to $26M. Reported net income was -$2M.
How have By the Bay Health plan assets changed over time?
Across 3 plan years on file (2022-2024), By the Bay Health's sponsor-wide assets grew 31.9%, from $26M to $34M.
Where does By the Bay Health 403(b) Plan rank by assets among Form 5500 filers?
By the Bay Health 403(b) Plan ranks in the 81st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to By the Bay Health 403(b) Plan?
Among Other plans in other states, the closest by assets is Association of State and Territorial Health Officials 403(b) Plan in VA ($26M, 215 participants).
Which Other plans cover a similar participant headcount to By the Bay Health 403(b) Plan?
Among Other plans in other states, the closest by covered participants is Employee Benefit Plan for Employees of Employshare, Inc. and Participating Employers in PA (426 participants, $47M in assets).