Profit Sharing · DOL Form 5500 · 2022
The Health Trust Profit Sharing Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 94
- Participants Small participant base
- 61st
- Percentile by assets National rank
- $87,442
- Avg per participant Below avg balance/head
Official DOL plan name: The Health Trust Savings Plan · Sponsored by The Health Trust · California · Other Services
$8M in assets, 94 participants
The Health Trust's The Health Trust Savings Plan reported $8M in total assets and 94 participants in its 2022 DOL Form 5500 filing, ranking in the 61st 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.
- #6,471 in Other Services (8,398 peers)
2022 asset change
The Health Trust Savings Plan declined sharply 21.2% in 2022 ($10M → $8M) for 94 participants.
- #6,471
- in Other Services (8,398 peers)
- -21.2%
- 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.
The Health Trust Savings Plan's mid-pack asset rank among Other Services and all filers
The Health Trust Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$8,219,516 Top 39% higher than 61% 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
The Health Trust Savings Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Health Trust Savings Plan is a small filing (94 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 946050231 · The Health Trust PY 2022 · Profit Sharing
The Health Trust Savings Plan · $8M · 94 · 61st
- TYPE $8M
- NET 94
- BOOK 61st
- VS-ST Profit Sharing
- BOY near Visiting Nurse Association of Albany 403(b) Plan
- SCH ind #6471
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 Other Services retirement plans → · Plans in California →
The Health Trust Savings Plan in the asset neighbourhood
The Health Trust years around the 2022 move
Sponsor-wide plan assets over time
All The Health Trust plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 1.6931775544934764% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 94 | $8M |
| 2023 | 1 | 90 | $8M |
| 2024 | 1 | 93 | $8M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | -$2M |
| Employer EIN | 946050231 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in California
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Intel Retirement Contribution Plan $6.9B · 22,216
- Scpmg Keogh Plan $5.6B · 9,727
- Motion Picture Industry Individual Account Plan $5.6B · 67,173
- Memorialcare Retirement Plan $1.2B · 5,104
- Cedars-Sinai Health System Defined Contribution Retirement Plan $797M · 11,344
The Health Trust Savings Plan's out-of-state Profit Sharing peers by assets and headcount
Outside California, the nearest Profit Sharing by assets is Visiting Nurse Association of Albany 403(b) Plan in NY ($8M); by covered participants it is University at Buffalo Surgeons, Inc. Retirement Plan in NY (94 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (94 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.