Profit Sharing · DOL Form 5500 · 2023

Stanford Health Care Tri-Valley Profit Sharing Plan

Data updated 2026-08-11

$40M
Total assets
774
Participants
83rd
Percentile by assets
$52,291
Avg per participant
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Official DOL plan name: Stanford Health Care Tri-Valley Defined Contribution Retirement Plan · Sponsored by Stanford Health Care Tri-Valley · California · Healthcare & Social Assistance

$40M in assets, 774 participants

Stanford Health Care Tri-Valley's Stanford Health Care Tri-Valley Defined Contribution Retirement Plan reported $40M in total assets and 774 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • 83rd percentile by assets (of 127,072 plans)
  • #15,147 in Healthcare & Social Assistance (17,684 peers)

Where Stanford Health Care Tri-Valley Defined Contribution Retirement Plan sits by assets

Stanford Health Care Tri-Valley Defined Contribution Retirement Plan sits in the top quartile of all filed plans by assets, $40M for 774 participants (~$52,291/participant), up 9.6% in 2023.

$40M
total plan assets (2023 EOY)
774
covered participants
83rd
percentile by assets (of 127,072 plans)
$52,291
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stanford Health Care Tri-Valley Defined Contribution Retirement Plan reported net income rose from -$11M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Stanford Health Care Tri-Valley Defined Contribution Retirement Plan reported participants fell from 859 in the plan year 2022 filing to 774 in the plan year 2023 filing.
  • Stanford Health Care Tri-Valley Defined Contribution Retirement Plan end-of-year assets rose from $37M in the plan year 2022 filing to $40M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
California
Industry
Healthcare & Social Assistance

Stanford Health Care Tri-Valley Defined Contribution Retirement Plan vs the 2023 asset distribution

By assets, Stanford Health Care Tri-Valley Defined Contribution Retirement Plan outranks 83% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$40M
Net Income$4M
Employer EIN941429628
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stanford Health Care Tri-Valley)

$100M$150M$200M$250M 202220232024 $121M $194M ▲ +60.6%
Total plan assets by year, all Stanford Health Care Tri-Valley plans on file
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 Defined Contribution Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants

Stanford Health Care Tri-Valley Defined Contribution Retirement 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…Intel Retirement Con…Scpmg Keogh PlanMotion Picture Indus…Memorialcare Retirem…Disney Retirement Sa…
Stanford Health Care Tri-Valley Defined Contribution Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Stanford Health Care Tri-Valley Defined … side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Stanford Health Care Tri-Valley Defined Contribution Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Stanford Health Care Tri-Valley Defined Contribution Retirement Plan assets move in 2023? ▼
Stanford Health Care Tri-Valley Defined Contribution Retirement Plan grew at a solid clip - up 9.6% during 2023, from $37M to $40M. Reported net income was $4M.
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 Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Stanford Health Care Tri-Valley Defined Contribution Retirement Plan ranks in the 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to Stanford Health Care Tri-Valley Defined Contribution Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is 403(b) Thrift Plan Community Health Resources, Inc. in CT ($40M, 850 participants).

Next read for Stanford Health Care Tri-Valley Defined …

Scale reading

Ways to act on Stanford Health Care Tri-Valley Defined Contribution Retirement Plan's numbers.

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.