401(k) · DOL Form 5500 · 2022
Plum Healthcare Group, LLC 401(k) Plan
Data updated 2026-08-25
- $86M
- Total assets Below avg plan size
- 8,930
- Participants Very large workforce
- 92nd
- Percentile by assets National rank
- $9,577
- Avg per participant Low balance/head
Official DOL plan name: Plum Healthcare Group 401(k) Plan · Sponsored by Plum Healthcare Group, LLC · California · Healthcare & Social Assistance
$86M in assets, 8,930 participants
Plum Healthcare Group, LLC's Plum Healthcare Group 401(k) Plan reported $86M in total assets and 8,930 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.
- #18,655 in Healthcare & Social Assistance (20,060 peers)
Coverage in California
Plum Healthcare Group 401(k) Plan covers 8,930 participants in California, 14x the typical California plan (state average ~630 per filing). Assets: $86M.
- #18,655
- in Healthcare & Social Assistance (20,060 peers)
- -14.3%
- assets change YoY
- 0.9×
- vs typical plan assets (national mean)
The plan reported a net loss of $14M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Plum Healthcare Group 401(k) Plan's outsized position by total assets
Plum Healthcare Group 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$85,525,604 Top 8% higher than 92% 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
Plum Healthcare Group 401(k) 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. Plum Healthcare Group 401(k) Plan lands in the large band (8,930 participants).
EBSA filing schedule strip
Filing strip 330855158 · Plum Healthcare Group, LLC PY 2022 · 401(k)
Plum Healthcare Group 401(k) Plan · $86M · 8,930 · 92nd
- TYPE $86M
- TYPE 8,930
- TYPE 92nd
- TYPE 401(k)
- TYPE near Equiniti 401(k) Plan
- TYPE ind #18655
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 →
Plum Healthcare Group 401(k) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $100M |
|---|---|
| Net Assets (End of Year) | $86M |
| Net Income | -$14M |
| Employer EIN | 330855158 |
| Plan Effective Date | 2000-11-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Plum Healthcare Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Equiniti 401(k) Plan in NY ($86M); by covered participants it is Retirement Plan for Michigan Credit Union Employees 401(k) Savings Plan in MI (8,928 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($86M here).
Similar participant headcount
Nearest other-state filings by covered participants (8,930 participants); asset peers above are excluded.
- Retirement Plan for Michigan Credit Union Employees 401(k) Savings Plan (MI) 8,928 · 2 off
- Rbc- U.S.a. Retirement and Savings Plan (MN) 8,924 · 6 off
- The Auto Club Group 401(k) Plan (MI) 8,909 · 21 off
- Rentokil Initial USA 401(k) Plan (PA) 8,951 · 21 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.