Other · DOL Form 5500 · 2022

Public Health Foundation Enter Retirement Plan

Data updated 2026-08-11

$152M
Total assets
2,489
Participants
95th
Percentile by assets
$61,068
Avg per participant
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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.

  • 95th percentile by assets (of 139,126 plans)
  • #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.

$152M
total plan assets (2022 EOY)
2,489
covered participants
95th
percentile by assets (of 139,126 plans)
$61,068
avg assets per participant

Where Public Health Foundation Enterprises, Inc. 403(b) Plan sits 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

This plan $0 $2,010,000,000 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

State
Industry

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Public Health Foundation Enterprises, Inc. 403(b) Plan reports 2,489 participants - 3.9x that state average ($152M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$125M
Net Assets (End of Year)$152M
Net Income$27M
Employer EIN952557063
Plan Effective Date1972-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Public Health Foundation Enter)

$140M$160M$180M$200M$220M 202220232024 $152M $200M ▲ +31.7%
Total plan assets by year, all Public Health Foundation Enter plans on file
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.

Public Health Foundation Enterprises, Inc. 403(b) Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. 0200004000060000 -50510 Total assets ($B) Participants Public Health Founda…, Total assets ($B): 0.151998124 · Participants: 2489Public Health Founda…Stanford Contributor…, Total assets ($B): 9.38573656 · Participants: 22514Stanford Contributor…Sutter Health 403(b)…, Total assets ($B): 5.320318331 · Participants: 48591Sutter Health 403(b)…Stanford Health Care…, Total assets ($B): 4.535728964 · Participants: 20237Stanford Health Care…Caltech Base Retirem…, Total assets ($B): 4.200375781 · Participants: 9827Caltech Base Retirem…University of Southe…, Total assets ($B): 3.677071678 · Participants: 22632University of Southe…
Public Health Foundation Enterprises, Inc. 403(b) Plan vs. nearby Other plans in California, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to Public Health Foundation Enterprises, Inc. 403(b) Plan by total assets, not by location.

Frequently Asked Questions

How did Public Health Foundation Enterprises, Inc. 403(b) Plan assets move in 2022?
Public Health Foundation Enterprises, Inc. 403(b) Plan grew sharply - up 21.6% during 2022, from $125M to $152M. Reported net income was $27M.
How have Public Health Foundation Enter plan assets changed over time?
Across 3 plan years on file (2022-2024), Public Health Foundation Enter's sponsor-wide assets grew 31.7%, from $152M to $200M.
Where does Public Health Foundation Enterprises, Inc. 403(b) Plan rank by assets among Form 5500 filers?
Public Health Foundation Enterprises, Inc. 403(b) Plan ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to Public Health Foundation Enterprises, Inc. 403(b) Plan?
Among Other plans in other states, the closest by assets is Reid Hospital & Health Care Services 403(b) Defined Contribution Plan in IN ($152M, 3,405 participants).

Next read for Public Health Foundation Enterprises, In…

Filing takeaways

Ways to act on Public Health Foundation Enterprises, Inc. 403(b) Plan's numbers.

  • By total assets, Public Health Foundation Enterprises, Inc. 403(b) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Other plans in California. Compare plans
  • Public Health Foundation Enter's sponsor-wide assets have grown 31.7% since 2022 across 3 plan years on file. More Other Services plans