Profit Sharing · DOL Form 5500 · 2022

Santa Rosa Community Health Centers Profit Sharing Plan

Data updated 2026-08-11

$23M
Total assets
515
Participants
79th
Percentile by assets
$44,905
Avg per participant
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Official DOL plan name: Santa Rosa Community Health Centers 403(b) Plan · Sponsored by Santa Rosa Community Health Centers · California · Healthcare & Social Assistance

$23M in assets, 515 participants

Santa Rosa Community Health Centers's Santa Rosa Community Health Centers 403(b) Plan reported $23M in total assets and 515 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • 79th percentile by assets (of 139,126 plans)
  • #16,542 in Healthcare & Social Assistance (20,060 peers)

Where Santa Rosa Community Health Centers 403(b) Plan sits by assets

Santa Rosa Community Health Centers 403(b) Plan sits in the top quartile of all filed plans by assets, $23M for 515 participants (~$44,905/participant), down 13.9% in 2022.

$23M
total plan assets (2022 EOY)
515
covered participants
79th
percentile by assets (of 139,126 plans)
$44,905
avg assets per participant

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.

Santa Rosa Community Health Centers 403(b) Plan vs the 2022 asset distribution

By assets, Santa Rosa Community Health Centers 403(b) Plan outranks 79% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.2x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$23M
Net Income-$4M
Employer EIN680365296
Plan Effective Date2002-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Santa Rosa Community Health Centers)

$20M$25M$30M$35M$40M 202220232024 $23.1M $34.2M ▲ +47.8%
Total plan assets by year, all Santa Rosa Community Health Centers plans on file
Year Plans Participants Total Assets
2022 1 515 $23M
2023 1 283 $29M
2024 1 617 $34M

Nearby Profit Sharing Plans in California

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

Santa Rosa Community Health Centers 403(b) Plan vs. nearby Profit Sharing plans in California, assets vs. participants

Santa Rosa Community Health Centers 403(b) Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Santa Rosa Community…Intel Retirement Con…Scpmg Keogh PlanMotion Picture Indus…Memorialcare Retirem…Cedars-Sinai Health …
Santa Rosa Community Health Centers 403(b) Plan vs. nearby Profit Sharing plans in California, assets vs. participants

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Santa Rosa Community Health Centers 403(b) Plan by total assets, not by location.

Frequently Asked Questions

How did Santa Rosa Community Health Centers 403(b) Plan assets move in 2022?
Santa Rosa Community Health Centers 403(b) Plan pulled back noticeably - down 13.9% during 2022, from $27M to $23M. Reported net income was -$4M.
How have Santa Rosa Community Health Centers plan assets changed over time?
Across 3 plan years on file (2022-2024), Santa Rosa Community Health Centers's sponsor-wide assets grew 47.8%, from $23M to $34M.
Where does Santa Rosa Community Health Centers 403(b) Plan rank by assets among Form 5500 filers?
Santa Rosa Community Health Centers 403(b) Plan ranks in the 79th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to Santa Rosa Community Health Centers 403(b) Plan?
Among Profit Sharing plans in other states, the closest by assets is Ballester Hermanos, Inc. Retirement Plan in PR ($23M, 533 participants).

Next read for Santa Rosa Community Health Centers 403(…

Scale reading

Ways to act on Santa Rosa Community Health Centers 403(b) Plan's numbers.