Profit Sharing
2022 plan-year Profit Sharing DOL Form 5500

Altamed Health Services Corporation 403(b) Plan

ERISA Form 5500 plan record drawn from DOL EBSA โ€” verify with linked source filings below.

Sponsored by Altamed Health Services Corp. ยท California ยท Healthcare & Social Assistance

What the 2023 filing shows

Altamed Health Services Corporation 403(b) Plan holds $166M for 2,000 participants - about $82,971 per participant, down 10.0% over the 2022 plan year.

$166M
total plan assets (2022 EOY)
2,000
covered participants
$82,971
avg assets per participant
-10.0%
assets change YoY

The plan reported a net loss of $18M for the year โ€” a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$166M
Participants
2,000
State
Industry
Healthcare & Social Assistance

What the Filing Says About Altamed Health Services Corporation 403(b) Plan

Altamed Health Services Corporation 403(b) Plan is a Profit Sharing retirement plan sponsored by Altamed Health Services Corp., headquartered in California. As of the 2022 Form 5500 filing, the plan reports $166M in total end-of-year assets and covers 2,000 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 952810095, and the plan has been effective since 1994-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $184M at the beginning of 2022 to $166M at year-end โ€” a decline of 10.0%. Net assets (after liabilities) closed the year at $166M, with reported net income of $-18,467,211 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows โ€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$184M
Total Assets (End of Year)$166M
Net Assets (End of Year)$166M
Net Income$-18,467,211
Plan TypeProfit Sharing
Employer EIN952810095
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Altamed Health Services Corp.)

Year Plans Participants Total Assets
2022 1 2,000 $166M
2023 1 2,433 $211M
2024 1 4,949 $266M

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Frequently Asked Questions

How much money is in the Altamed Health Services Corporation 403(b) Plan?
As of the 2022 Form 5500 filing, Altamed Health Services Corporation 403(b) Plan holds $166M in total assets with 2,000 participants. It is sponsored by Altamed Health Services Corp..
What type of plan is Altamed Health Services Corporation 403(b) Plan?
Altamed Health Services Corporation 403(b) Plan is a Profit Sharing plan. It has been effective since 1994-01-01. The plan is filed with the U.S. Department of Labor under EIN 952810095.
Who sponsors the Altamed Health Services Corporation 403(b) Plan?
Altamed Health Services Corporation 403(b) Plan is sponsored by Altamed Health Services Corp., located in California. The sponsor's EIN is 952810095 and the plan operates in the Healthcare & Social Assistance industry.
How did Altamed Health Services Corporation 403(b) Plan perform in 2022?
Altamed Health Services Corporation 403(b) Plan declined by 10.0% during 2022, moving from $184M to $166M in total assets. Net income was $-18,467,211.
Where can I find official filings for Altamed Health Services Corporation 403(b) Plan?
Official Form 5500 filings for Altamed Health Services Corporation 403(b) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 952810095 or plan name at efast.dol.gov.
How does Altamed Health Services Corporation 403(b) Plan compare to other plans?
You can compare Altamed Health Services Corporation 403(b) Plan against other Profit Sharing plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) โ€” original filing retrieval by EIN 952810095.

Reference: IRS Publication 560 โ€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B โ€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.