Other · DOL Form 5500 · 2022
Barton Healthcare System Retirement Plan
Data updated 2026-08-25
- $79M
- Total assets Below avg plan size
- 928
- Participants Near avg headcount
- 91st
- Percentile by assets National rank
- $85,229
- Avg per participant Below avg balance/head
Official DOL plan name: Barton Health 403(b) Plan · Sponsored by Barton Healthcare System · California · Healthcare & Social Assistance
$79M in assets, 928 participants
Barton Healthcare System's Barton Health 403(b) Plan reported $79M in total assets and 928 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.
- #18,568 in Healthcare & Social Assistance (20,060 peers)
Where Barton Health 403(b) Plan sits by assets
Barton Health 403(b) Plan sits in the top 10% of all filed plans by assets, $79M for 928 participants (~$85,229/participant), down 8.7% in 2022.
- #18,568
- in Healthcare & Social Assistance (20,060 peers)
- -8.7%
- assets change YoY
- 0.8×
- vs typical plan assets (national mean)
The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Barton Health 403(b) Plan's outsized position by total assets
Barton Health 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$79,092,819 Top 9% higher than 91% 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
Barton 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. Barton Health 403(b) Plan sits mid-pack in the medium band (928 participants).
EBSA filing schedule strip
Filing strip 946050274 · Barton Healthcare System PY 2022 · Other
Barton Health 403(b) Plan · $79M · 928 · 91st
- EBSA $79M
- EBSA 928
- EBSA 91st
- EBSA Other
- EBSA near Meredith College Retirement Plan
- EBSA ind #18568
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 →
Barton Health 403(b) Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $87M |
|---|---|
| Net Assets (End of Year) | $79M |
| Net Income | -$8M |
| Employer EIN | 946050274 |
| Plan Effective Date | 1988-02-18 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Barton Healthcare System)
Sponsor-wide plan assets over time
All Barton Healthcare System plans reported in each filing year
- Latest sponsor-wide plan assets
- $93M 17.16387425766175% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 928 | $79M |
| 2023 | 1 | 960 | $90M |
| 2024 | 1 | 920 | $93M |
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
Barton Health 403(b) Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Meredith College Retirement Plan in NC ($79M); by covered participants it is Hope Hospice and Community Services, Inc. 403(b) Plan in FL (929 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($79M here).
- Meredith College Retirement Plan (NC) $79M · 416
- Drury University 403(b) Retirement Plan (MO) $79M · 614
- Lake Charles Memorial Health System 403(b) Plan (LA) $79M · 2,459
- Hillside Children's Center 403(b) Plan (NY) $79M · 1,689
Similar participant headcount
Nearest other-state filings by covered participants (928 participants); asset peers above are excluded.
- Hope Hospice and Community Services, Inc. 403(b) Plan (FL) 929 · 1 off
- Norwich University Defined Contribution Retirement Plan (VT) 929 · 1 off
- Saint Francis Health System, Inc. 403(b) Savings P (OK) 930 · 2 off
- University of Hartford Defined Contribution and Tax-Deferred Annuity Retirement Plan (CT) 930 · 2 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.