Profit Sharing · DOL Form 5500 · 2023

Stanford Health Care Tri-Valley Profit Sharing Plan

Data updated 2026-08-25

$116M
Total assets Near avg plan size
1,498
Participants Near avg headcount
92nd
Percentile by assets National rank
$77,675
Avg per participant Below avg balance/head
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Official DOL plan name: Stanford Health Care Tri-Valley 403(b) Plan · Sponsored by Stanford Health Care Tri-Valley · California · Healthcare & Social Assistance

$116M in assets, 1,498 participants

Stanford Health Care Tri-Valley's Stanford Health Care Tri-Valley 403(b) Plan reported $116M in total assets and 1,498 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #16,480 in Healthcare & Social Assistance (17,684 peers)

Coverage in California

Stanford Health Care Tri-Valley 403(b) Plan covers 1,498 participants in California, 2.4x the typical California plan (state average ~630 per filing). Assets: $116M.

#16,480
in Healthcare & Social Assistance (17,684 peers)
+39.3%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Stanford Health Care Tri-Valley 403(b) Plan's outsized position by total assets

Stanford Health Care Tri-Valley 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$116,357,606 Top 8% higher than 92% of 127,068 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 2023

Stanford Health Care Tri-Valley 403(b) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stanford Health Care Tri-Valley 403(b) Plan lands in the large band (1,498 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stanford Health Care Tri-Valley 403(b) Plan reported net income rose from -$4M in the plan year 2022 filing to $33M in the plan year 2023 filing.
  • Stanford Health Care Tri-Valley 403(b) Plan end-of-year assets rose from $84M in the plan year 2022 filing to $116M in the plan year 2023 filing.
  • Stanford Health Care Tri-Valley 403(b) Plan reported participants rose from 1,324 in the plan year 2022 filing to 1,498 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 941429628 · Stanford Health Care Tri-Valley PY 2023 · Profit Sharing

Stanford Health Care Tri-Valley 403(b) Plan · $116M · 1,498 · 92nd

  • EIN $116M
  • RANK 1,498
  • PHOTO 92nd
  • IND Profit Sharing
  • EOY near Riverside Healthcare 401(a) Savings Plan
  • 5500 ind #16480

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 →

Stanford Health Care Tri-Valley 403(b) Plan in the asset neighbourhood

John D. & Catherine T. Macarthur Foundation Retirement PlanJohn D. & Catherine T. Macar…$117MRiverside Healthcare 401(a) Savings PlanRiverside Healthcare 401(a) …$117MStanford Health Care Tri-Valley 403(b) PlanStanford Health Care Tri-Val…$116MIBEW Local No. 236 Annuity PlanIBEW Local No. 236 Annuity P…$116MElectrical Workers IBEW Local 163 Annuity FundElectrical Workers IBEW Loca…$115M
End-of-year total assets ($M) among Stanford Health Care Tri-Valley 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$84M
Net Assets (End of Year)$116M
Net Income$33M
Employer EIN941429628
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stanford Health Care Tri-Valley)

Sponsor-wide plan assets over time

All Stanford Health Care Tri-Valley plans reported in each filing year

Latest sponsor-wide plan assets
$194M 60.59749533853547% vs 2022
2024 filing year
$100M$150M$200M$250M 202220232024 $121M $194M ▲ +60.6%
Year Plans Participants Total Assets
2022 2 2,183 $121M
2023 2 2,272 $157M
2024 2 2,445 $194M

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Stanford Health Care Tri-Valley 403(b) Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Stanford Health Care Tri-Valley 403(b) Plan, Total assets ($B): 0.116357606 · Participants: 1498Stanford Health Care Tri-Valley 403(b) PlanIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
Stanford Health Care Tri-Valley 403(b) Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Stanford Health Care Tri-Valley 403(b) Plan side-by-side with 3 peers →

Stanford Health Care Tri-Valley 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Riverside Healthcare 401(a) Savings Plan in IL ($117M); by covered participants it is Beloit Health System Matching & Employer Contribution Plan in WI (1,502 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($116M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,498 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Stanford Health Care Tri-Valley 403(b) Plan assets move in 2023? ▼
Stanford Health Care Tri-Valley 403(b) Plan surged - up 39.3% during 2023, from $84M to $116M. Reported net income was $33M.
How have Stanford Health Care Tri-Valley plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stanford Health Care Tri-Valley's sponsor-wide assets grew 60.6%, from $121M to $194M.
Where does Stanford Health Care Tri-Valley 403(b) Plan rank by assets among Form 5500 filers? ▼
Stanford Health Care Tri-Valley 403(b) Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Profit Sharing plans are similar in size to Stanford Health Care Tri-Valley 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Riverside Healthcare 401(a) Savings Plan in IL ($117M, 2,277 participants).
Which Profit Sharing plans cover a similar participant headcount to Stanford Health Care Tri-Valley 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Beloit Health System Matching & Employer Contribution Plan in WI (1,502 participants, $51M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 941429628.

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.