Other · DOL Form 5500 · 2022
Public Health Foundation Enter Retirement Plan
Data updated 2026-08-25
- $152M
- Total assets Near avg plan size
- 2,489
- Participants Above avg headcount
- 95th
- Percentile by assets National rank
- $61,068
- Avg per participant Low balance/head
Official DOL plan name: Public Health Foundation Enterprises, Inc. 403(b) Plan · Sponsored by Public Health Foundation Enter · California · Other Services
$152M in assets, 2,489 participants
Public Health Foundation Enter's Public Health Foundation Enterprises, Inc. 403(b) Plan reported $152M in total assets and 2,489 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.
- #8,258 in Other Services (8,398 peers)
Coverage in California
Public Health Foundation Enterprises, Inc. 403(b) Plan covers 2,489 participants in California, 3.9x the typical California plan (state average ~630 per filing). Assets: $152M.
- #8,258
- in Other Services (8,398 peers)
- +21.6%
- assets growth YoY
- 1.5×
- vs typical plan assets (national mean)
Public Health Foundation Enterprises, Inc. 403(b) Plan's outsized position by total assets
Public Health Foundation Enterprises, Inc. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$151,998,124 Top 5% higher than 95% 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
Public Health Foundation Enterprises, Inc. 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. Public Health Foundation Enterprises, Inc. 403(b) Plan lands in the large band (2,489 participants).
Form 5500 schedule snapshot
Filing strip 952557063 · Public Health Foundation Enter PY 2022 · Other
Public Health Foundation Enterprises, Inc. 403(b) Plan · $152M · 2,489 · 95th
- BOY $152M
- BOY 2,489
- BOY 95th
- BOY Other
- BOY near Reid Hospital & Health Care Services 403(b) Defined Contribution Plan
- BOY ind #8258
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 Other Services retirement plans → · Plans in California →
Public Health Foundation Enterprises, Inc. 403(b) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $125M |
|---|---|
| Net Assets (End of Year) | $152M |
| Net Income | $27M |
| Employer EIN | 952557063 |
| Plan Effective Date | 1972-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Public Health Foundation Enter)
Sponsor-wide plan assets over time
All Public Health Foundation Enter plans reported in each filing year
- Latest sponsor-wide plan assets
- $200M 31.666884914974347% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,489 | $152M |
| 2023 | 1 | 1,960 | $179M |
| 2024 | 1 | 1,960 | $200M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $9.4B · 22,514
- Sutter Health 403(b) Savings Plan $5.3B · 48,591
- Stanford Health Care Retirement Savings Plan $4.5B · 20,237
- Caltech Base Retirement Plan $4.2B · 9,827
- University of Southern California Tax-Deferred Annuity Plan $3.7B · 22,632
Public Health Foundation Enterprises, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Reid Hospital & Health Care Services 403(b) Defined Contribution Plan in IN ($152M); by covered participants it is Oneblood 403(b) Retirement Plan in FL (2,496 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($152M here).
Similar participant headcount
Nearest other-state filings by covered participants (2,489 participants); asset peers above are excluded.
- Oneblood 403(b) Retirement Plan (FL) 2,496 · 7 off
- Holzer Health System 403b Plan (OH) 2,498 · 9 off
- Nyu Langone Health System 403(b) Plan (NY) 2,501 · 12 off
- Villanova University Retirement Savings Plan (PA) 2,476 · 13 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.