Profit Sharing · DOL Form 5500 · 2023

Stanford Health Care Tri-Valley Profit Sharing Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
774
Participants Near avg headcount
83rd
Percentile by assets National rank
$52,291
Avg per participant Low balance/head
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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.

  • #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.

#15,147
in Healthcare & Social Assistance (17,684 peers)
+9.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Stanford Health Care Tri-Valley Defined Contribution Retirement Plan's outsized position by total assets

Stanford Health Care Tri-Valley Defined Contribution Retirement Plan vs every filed plan by assets

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

$40,473,139 Top 17% higher than 83% 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 Defined Contribution Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stanford Health Care Tri-Valley Defined Contribution Retirement Plan sits mid-pack in the medium band (774 participants).

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 →

Published 5500 schedule card

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

Stanford Health Care Tri-Valley Defined Contribution Retirement Plan · $40M · 774 · 83rd

  • EIN $40M
  • EIN 774
  • EIN 83rd
  • EIN Profit Sharing
  • EIN near 403(b) Thrift Plan Community Health Resources, Inc.
  • EIN ind #15147

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 Defined Contribution Retirement Plan in the asset neighbourhood

Operating Engineers Local #49 Defined Contribution PlanOperating Engineers Local #4…$41MBaxter Regional Medical Center 401(a) PlanBaxter Regional Medical Cent…$41M403(b) Thrift Plan Community Health Resources, Inc.403(b) Thrift Plan Community…$40MStanford Health Care Tri-Valley Defined Contribution Retirement PlanStanford Health Care Tri-Val…$40MGrupo Hima San Pablo, Inc. Affiliates Savings Retirement PlanGrupo Hima San Pablo, Inc. A…$40M
End-of-year total assets ($M) among Stanford Health Care Tri-Valley Defined Contribution Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

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)

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 Defined Contribution Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Stanford Health Care Tri-Valley Defined Contribution Retirement Plan, Total assets ($B): 0.040473139 · Participants: 774Stanford Health Care Tri-Valley Defined Contribution Retirement 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 Defined Contribution Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Stanford Health Care Tri-Valley Defined Contribution Retirement Plan side-by-side with 3 peers →

Stanford Health Care Tri-Valley Defined Contribution Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is 403(b) Thrift Plan Community Health Resources, Inc. in CT ($40M); by covered participants it is Sheet Metal Workers Union Local No.24 Columbus Area Retirement Savings Plan in OH (776 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (774 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 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).
Which Profit Sharing plans cover a similar participant headcount to Stanford Health Care Tri-Valley Defined Contribution Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Sheet Metal Workers Union Local No.24 Columbus Area Retirement Savings Plan in OH (776 participants, $39M 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.