Other · DOL Form 5500 · 2022

The Center to Promote Healthcare Access, Inc. Retirement Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
79
Participants Small participant base
63rd
Percentile by assets National rank
$116,941
Avg per participant Below avg balance/head
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Official DOL plan name: Alluma 403(b) Plan · Sponsored by The Center to Promote Healthcare Access, Inc. · California · Other Services

$9M in assets, 79 participants

The Center to Promote Healthcare Access, Inc.'s Alluma 403(b) Plan reported $9M in total assets and 79 participants in its 2022 DOL Form 5500 filing, ranking in the 63rd 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.

  • #6,602 in Other Services (8,398 peers)

The Center to Promote Healthcare Access, Inc. multi-year trail

The Center to Promote Healthcare Access, Inc.'s plans moved -12.3% in assets from 2022 to 2024; this filing shows Alluma 403(b) Plan at $9M / 79 participants.

#6,602
in Other Services (8,398 peers)
-29.6%
assets change YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Alluma 403(b) Plan's mid-pack asset rank among Other Services and all filers

Alluma 403(b) Plan vs every filed plan by assets

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

$9,238,334 Top 37% higher than 63% 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

Alluma 403(b) 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. Alluma 403(b) Plan is a small filing (79 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 593831966 · The Center to Promote Healthcare Access, Inc. PY 2022 · Other

Alluma 403(b) Plan · $9M · 79 · 63rd

  • PART $9M
  • TYPE 79
  • NET 63rd
  • BOOK Other
  • VS-ST near Rocky Mountain Health Care Services 403(b) Plan
  • BOY ind #6602

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 →

Alluma 403(b) Plan in the asset neighbourhood

Alluma 403(b) Plan$9MRocky Mountain Health Care Services 403(b) PlanRocky Mountain Health Care S…$9MNew Hope of Indiana, Inc. 403(b) PlanNew Hope of Indiana, Inc. 40…$9MThe Gladney Center 403(b) PlanThe Gladney Center 403(b) Pl…$9MPeter Becker Community 403(b) PlanPeter Becker Community 403(b…$9M
End-of-year total assets ($M) among Alluma 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

The Center to Promote Healthcare Access, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All The Center to Promote Healthcare Access, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 12.323163462156705% vs 2022
2024 filing year
$7.5M$8M$8.5M$9M$9.5M 202220232024 $9.24M $8.1M ▼ -12.3%
Year Plans Participants Total Assets
2022 1 79 $9M
2023 1 28 $9M
2024 1 24 $8M

The Center to Promote Healthcare Access, Inc. filing trail (2022)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$9M
Net Income-$4M
Employer EIN593831966
Plan Effective Date2006-04-01
Filing StatusFILING RECEIVED

Nearby Other Plans in California

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

Alluma 403(b) Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -50510 Total assets ($B) Participants Alluma 403(b) Plan, Total assets ($B): 0.009238334 · Participants: 79Alluma 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
Alluma 403(b) Plan vs. nearby Other plans in California, assets vs. participants

Alluma 403(b) Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Rocky Mountain Health Care Services 403(b) Plan in CO ($9M); by covered participants it is Montessori School of Raleigh Retirement Plan in NC (79 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (79 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.

Frequently Asked Questions

How did Alluma 403(b) Plan assets move in 2022?
Alluma 403(b) Plan declined sharply - down 29.6% during 2022, from $13M to $9M. Reported net income was -$4M.
How have The Center to Promote Healthcare Access, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), The Center to Promote Healthcare Access, Inc.'s sponsor-wide assets declined 12.3%, from $9M to $8M.
Which Other plans are similar in size to Alluma 403(b) Plan?
Among Other plans in other states, the closest by assets is Rocky Mountain Health Care Services 403(b) Plan in CO ($9M, 358 participants).
Which Other plans cover a similar participant headcount to Alluma 403(b) Plan?
Among Other plans in other states, the closest by covered participants is Montessori School of Raleigh Retirement Plan in NC (79 participants, N/A in assets).