Other · DOL Form 5500 · 2022
Ole Health Retirement Plan
Data updated 2026-08-11
- $19M
- Total assets
- 338
- Participants
- 77th
- Percentile by assets
- $56,838
- Avg per participant
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.
- 77th percentile by assets (of 139,126 plans)
- #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.
- $19M
- total plan assets (2022 EOY)
- 338
- covered participants
- 77th
- percentile by assets (of 139,126 plans)
- $56,838
- avg assets per participant
Where Ole Health 403(b) Plan sits 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 vs the 2022 asset distribution
By assets, Ole Health 403(b) Plan outranks 77% 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) | $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)
| 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.
Ole Health 403(b) Plan vs. nearby Other plans in California, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Ole Health 403(b) Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Ole Health 403(b) Plan assets move in 2022? ▼
How have Ole Health plan assets changed over time? ▼
Where does Ole Health 403(b) Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Ole Health 403(b) Plan? ▼
Next read for Ole Health 403(b) Plan
Scale reading
Ways to act on Ole Health 403(b) Plan's numbers.
- By total assets, Ole Health 403(b) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in California. Compare plans
- Ole Health's sponsor-wide assets have grown 201.8% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans