Profit Sharing · DOL Form 5500 · 2022

Santa Rosa Community Health Centers Profit Sharing Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
515
Participants Below avg headcount
79th
Percentile by assets National rank
$44,905
Avg per participant Low balance/head
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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.

  • #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.

#16,542
in Healthcare & Social Assistance (20,060 peers)
-13.9%
assets change YoY
0.2×
vs typical plan assets (national mean)

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's outsized position by total assets

Santa Rosa Community Health Centers 403(b) Plan vs every filed plan by assets

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

$23,125,907 Top 21% higher than 79% 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

Santa Rosa Community Health Centers 403(b) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Santa Rosa Community Health Centers 403(b) Plan sits mid-pack in the medium band (515 participants).

Form 5500 schedule snapshot

Filing strip 680365296 · Santa Rosa Community Health Centers PY 2022 · Profit Sharing

Santa Rosa Community Health Centers 403(b) Plan · $23M · 515 · 79th

  • SCH $23M
  • SCH 515
  • SCH 79th
  • SCH Profit Sharing
  • SCH near Ballester Hermanos, Inc. Retirement Plan
  • SCH ind #16542

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 →

Santa Rosa Community Health Centers 403(b) Plan in the asset neighbourhood

Oregon Catholic Press 403(b) PlanOregon Catholic Press 403(b)…$23MFiduciary Services Group 401(k) PlanFiduciary Services Group 401…$23MBallester Hermanos, Inc. Retirement PlanBallester Hermanos, Inc. Ret…$23MSanta Rosa Community Health Centers 403(b) PlanSanta Rosa Community Health …$23MBricklayers & Allied Craftworkers Local 13 Defined Contribution Pension PlanBricklayers & Allied Craftwo…$23M
End-of-year total assets ($M) among Santa Rosa Community Health Centers 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All Santa Rosa Community Health Centers plans reported in each filing year

Latest sponsor-wide plan assets
$34M 47.80954969679676% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $23.1M $34.2M ▲ +47.8%
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 Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Santa Rosa Community Health Centers 403(b) Plan, Total assets ($B): 0.023125907 · Participants: 515Santa Rosa Community Health Centers 403(b) PlanIntel Retirement Contribution Plan, Total assets ($B): 6.922537047 · Participants: 22216Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 5.599096297 · Participants: 9727Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.566886773 · Participants: 67173Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.163824 · Participants: 5104Memorialcare Retirement PlanCedars-Sinai Health System Defined Contribution Retirement Plan, Total assets ($B): 0.797223577 · Participants: 11344Cedars-Sinai Health System Defined Contribution Retirement Plan
Santa Rosa Community Health Centers 403(b) Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Santa Rosa Community Health Centers 403(b) Plan side-by-side with 3 peers →

Santa Rosa Community Health Centers 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Ballester Hermanos, Inc. Retirement Plan in PR ($23M); by covered participants it is Columbia Memorial Hospital Tsa/Thrift Plan and Trust in OR (515 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (515 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 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).
Which Profit Sharing plans cover a similar participant headcount to Santa Rosa Community Health Centers 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Columbia Memorial Hospital Tsa/Thrift Plan and Trust in OR (515 participants, $19M in assets).

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) - original filing retrieval by EIN 680365296.

Read our methodology - how this data is sourced, computed, and verified.

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