Other · DOL Form 5500 · 2022
Ole Health Retirement Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 338
- Participants Below avg headcount
- 77th
- Percentile by assets National rank
- $56,838
- Avg per participant Low balance/head
Official DOL plan name: Ole Health 403(b) Plan · Sponsored by Ole Health · California · Healthcare & Social Assistance
$19M in assets, 338 participants
Ole Health's Ole Health 403(b) Plan reported $19M in total assets and 338 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.
- #16,119 in Healthcare & Social Assistance (20,060 peers)
Where Ole Health 403(b) Plan sits by assets
Ole Health 403(b) Plan sits in the top quartile of all filed plans by assets, $19M for 338 participants (~$56,838/participant), up 26.6% in 2022.
- #16,119
- in Healthcare & Social Assistance (20,060 peers)
- +26.6%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
Ole Health 403(b) Plan's outsized position by total assets
Ole Health 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$19,211,095 Top 23% higher than 77% 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
Ole Health 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. Ole Health 403(b) Plan sits mid-pack in the medium band (338 participants).
EBSA filing schedule strip
Filing strip 237221695 · Ole Health PY 2022 · Other
Ole Health 403(b) Plan · $19M · 338 · 77th
- TYPE $19M
- NET 338
- BOOK 77th
- VS-ST Other
- BOY near Norton Sound Health Corporation Employee Tax-Deferred 403(b) Plan
- SCH ind #16119
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 →
Ole Health 403(b) Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | $4M |
| Employer EIN | 237221695 |
| Plan Effective Date | 2000-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ole Health)
Sponsor-wide plan assets over time
All Ole Health plans reported in each filing year
- Latest sponsor-wide plan assets
- $58M 201.79841909063487% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 338 | $19M |
| 2023 | 1 | 743 | $49M |
| 2024 | 1 | 867 | $58M |
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
Ole Health 403(b) Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Norton Sound Health Corporation Employee Tax-Deferred 403(b) Plan in AK ($19M); by covered participants it is Birner Dental Management Services, Inc. Savings Plan in TX (339 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
- Norton Sound Health Corporation Employee Tax-Deferred 403(b) Plan (AK) $19M · 702
- Visiting Nurse Health System Inc. 403b Plan (GA) $19M · 359
- The Lamplighter School Defined Contribution Retirement Plan (TX) $19M · 109
- Carolina Friends School Defined Contribution and Tax Deferred Annuity Retirement Plan (NC) $19M · 106
Similar participant headcount
Nearest other-state filings by covered participants (338 participants); asset peers above are excluded.
- Birner Dental Management Services, Inc. Savings Plan (TX) 339 · 1 off
- Sauder Village Retirement Savings Plan (OH) 337 · 1 off
- Southwestern University Regular Retirement Plan for All Employees (TX) 339 · 1 off
- Knox College Retirement Plan (IL) 339 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.