Other · DOL Form 5500 · 2022

Northeast Valley Health Corporation Retirement Plan

Data updated 2026-08-25

$69M
Total assets Below avg plan size
1,136
Participants Near avg headcount
90th
Percentile by assets National rank
$60,407
Avg per participant Low balance/head
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Official DOL plan name: Northeast Valley Health Corporation 403(b) Plan · Sponsored by Northeast Valley Health Corporation · California · Healthcare & Social Assistance

$69M in assets, 1,136 participants

Northeast Valley Health Corporation's Northeast Valley Health Corporation 403(b) Plan reported $69M in total assets and 1,136 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #18,434 in Healthcare & Social Assistance (20,060 peers)

Where Northeast Valley Health Corporation 403(b) Plan sits by assets

Northeast Valley Health Corporation 403(b) Plan sits in the top 10% of all filed plans by assets, $69M for 1,136 participants (~$60,407/participant), down 9.8% in 2022.

#18,434
in Healthcare & Social Assistance (20,060 peers)
-9.8%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Northeast Valley Health Corporation 403(b) Plan's outsized position by total assets

Northeast Valley Health Corporation 403(b) Plan vs every filed plan by assets

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

$68,622,207 Top 10% higher than 90% 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

Northeast Valley Health Corporation 403(b) 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. Northeast Valley Health Corporation 403(b) Plan lands in the large band (1,136 participants).

Form 5500 schedule snapshot

Filing strip 237120632 · Northeast Valley Health Corporation PY 2022 · Other

Northeast Valley Health Corporation 403(b) Plan · $69M · 1,136 · 90th

  • TYPE $69M
  • NET 1,136
  • BOOK 90th
  • VS-ST Other
  • BOY near Westminster College Defined Contribution Retirement Plan
  • SCH ind #18434

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 →

Northeast Valley Health Corporation 403(b) Plan in the asset neighbourhood

Jacksonville University Defined Contribution Retirement PlanJacksonville University Defi…$69MMorehouse College Defined Contribution PlanMorehouse College Defined Co…$69MNortheast Valley Health Corporation 403(b) PlanNortheast Valley Health Corp…$69MWestminster College Defined Contribution Retirement PlanWestminster College Defined …$68MThe St. Paul's Schools 403(b) Retirement PlanThe St. Paul's Schools 403(b…$68M
End-of-year total assets ($M) among Northeast Valley Health Corporation 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$76M
Net Assets (End of Year)$69M
Net Income-$7M
Employer EIN237120632
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Northeast Valley Health Corporation)

Sponsor-wide plan assets over time

All Northeast Valley Health Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$98M 42.6012996055344% vs 2022
2024 filing year
$60M$70M$80M$90M$100M$110M 202220232024 $68.6M $97.9M ▲ +42.6%
Year Plans Participants Total Assets
2022 1 1,136 $69M
2023 1 998 $84M
2024 1 1,074 $98M

Nearby Other Plans in California

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

Northeast Valley Health Corporation 403(b) Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -50510 Total assets ($B) Participants Northeast Valley Health Corporation 403(b) Plan, Total assets ($B): 0.068622207 · Participants: 1136Northeast Valley Health Corporation 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
Northeast Valley Health Corporation 403(b) Plan vs. nearby Other plans in California, assets vs. participants

Northeast Valley Health Corporation 403(b) Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Westminster College Defined Contribution Retirement Plan in PA ($68M); by covered participants it is Bentley University Retirement Plan in MA (1,134 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,136 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 Northeast Valley Health Corporation 403(b) Plan assets move in 2022?
Northeast Valley Health Corporation 403(b) Plan pulled back noticeably - down 9.8% during 2022, from $76M to $69M. Reported net income was -$7M.
How have Northeast Valley Health Corporation plan assets changed over time?
Across 3 plan years on file (2022-2024), Northeast Valley Health Corporation's sponsor-wide assets grew 42.6%, from $69M to $98M.
Where does Northeast Valley Health Corporation 403(b) Plan rank by assets among Form 5500 filers?
Northeast Valley Health Corporation 403(b) Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Northeast Valley Health Corporation 403(b) Plan?
Among Other plans in other states, the closest by assets is Westminster College Defined Contribution Retirement Plan in PA ($68M, 266 participants).
Which Other plans cover a similar participant headcount to Northeast Valley Health Corporation 403(b) Plan?
Among Other plans in other states, the closest by covered participants is Bentley University Retirement Plan in MA (1,134 participants, $407M in assets).