Profit Sharing · DOL Form 5500 · 2023
Stanford Health Care Tri-Valley Profit Sharing Plan
Data updated 2026-08-11
- $116M
- Total assets
- 1,498
- Participants
- 92nd
- Percentile by assets
- $77,675
- Avg per participant
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.
- 92nd percentile by assets (of 127,072 plans)
- #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.
- $116M
- total plan assets (2023 EOY)
- 1,498
- covered participants
- 92nd
- percentile by assets (of 127,072 plans)
- $77,675
- avg assets per participant
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.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Stanford Health Care Tri-Valley 403(b) Plan reports 1,498 participants - 2.4x that state average ($116M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $84M |
|---|---|
| Net Assets (End of Year) | $116M |
| Net Income | $33M |
| Employer EIN | 941429628 |
| Plan Effective Date | 2018-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Stanford Health Care Tri-Valley)
| 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
- Intel Retirement Contribution Plan $7.2B · 21,513
- Scpmg Keogh Plan $6.8B · 10,125
- Motion Picture Industry Individual Account Plan $5.9B · 71,071
- Memorialcare Retirement Plan $1.3B · 4,728
- Disney Retirement Savings Plan $1.1B · 37,110
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Stanford Health Care Tri-Valley 403(b) Plan by total assets, not by location.
- Riverside Healthcare 401(a) Savings Plan (IL) $117M · 2,277
- John D. & Catherine T. Macarthur Foundation Retirement Plan (IL) $117M · 180
- IBEW Local No. 236 Annuity Plan (NY) $116M · 2,058
- Electrical Workers IBEW Local 163 Annuity Fund (NJ) $115M · 413
Frequently Asked Questions
How did Stanford Health Care Tri-Valley 403(b) Plan assets move in 2023? ▼
How have Stanford Health Care Tri-Valley plan assets changed over time? ▼
Where does Stanford Health Care Tri-Valley 403(b) Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Stanford Health Care Tri-Valley 403(b) Plan? ▼
Next read for Stanford Health Care Tri-Valley 403(b) P…
Filing takeaways
Ways to act on Stanford Health Care Tri-Valley 403(b) Plan's numbers.
- By total assets, Stanford Health Care Tri-Valley 403(b) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in California. Compare plans
- Stanford Health Care Tri-Valley's sponsor-wide assets have grown 60.6% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans