Profit Sharing · DOL Form 5500 · 2023

Santa Rosa Community Health Centers Profit Sharing Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
283
Participants Below avg headcount
79th
Percentile by assets National rank
$101,935
Avg per participant Below avg balance/head
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Official DOL plan name: Santa Rosa Community Health Centers 403(b) Plan · Sponsored by Santa Rosa Community Health Centers · California · Healthcare & Social Assistance

$29M in assets, 283 participants

Santa Rosa Community Health Centers's Santa Rosa Community Health Centers 403(b) Plan reported $29M in total assets and 283 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #14,485 in Healthcare & Social Assistance (17,684 peers)

Coverage in California

Santa Rosa Community Health Centers 403(b) Plan covers 283 participants in California, about 45% of the average California filer (state average ~630 per filing). Assets: $29M.

#14,485
in Healthcare & Social Assistance (17,684 peers)
+24.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Santa Rosa Community Health Centers 403(b) Plan's outsized position by total assets

Santa Rosa Community Health Centers 403(b) Plan vs every filed plan by assets

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

$28,847,740 Top 21% higher than 79% 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

Santa Rosa Community Health Centers 403(b) 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. Santa Rosa Community Health Centers 403(b) Plan sits mid-pack in the medium band (283 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Santa Rosa Community Health Centers 403(b) Plan reported net income rose from -$4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Santa Rosa Community Health Centers 403(b) Plan reported participants fell from 515 in the plan year 2022 filing to 283 in the plan year 2023 filing.
  • Santa Rosa Community Health Centers 403(b) Plan end-of-year assets rose from $23M in the plan year 2022 filing to $29M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 680365296 · Santa Rosa Community Health Centers PY 2023 · Profit Sharing

Santa Rosa Community Health Centers 403(b) Plan · $29M · 283 · 79th

  • VS-ST $29M
  • VS-ST 283
  • VS-ST 79th
  • VS-ST Profit Sharing
  • VS-ST near Democracy Prep Public Schools, 403(b) Retirement Plan
  • VS-ST ind #14485

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 →

Santa Rosa Community Health Centers 403(b) Plan in the asset neighbourhood

Dermatology Associates of Virginia Profit Sharing PlanDermatology Associates of Vi…$29MCcsi 403(b) Retirement Plan$29MSanta Rosa Community Health Centers 403(b) PlanSanta Rosa Community Health …$29MDemocracy Prep Public Schools, 403(b) Retirement PlanDemocracy Prep Public School…$29MCompx Capital Accumulation Profit Sharing PlanCompx Capital Accumulation P…$29M
End-of-year total assets ($M) among Santa Rosa Community Health Centers 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$29M
Net Income$6M
Employer EIN680365296
Plan Effective Date2002-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Santa Rosa Community Health Centers)

Sponsor-wide plan assets over time

All Santa Rosa Community Health Centers plans reported in each filing year

Latest sponsor-wide plan assets
$34M 47.80954969679676% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $23.1M $34.2M ▲ +47.8%
Year Plans Participants Total Assets
2022 1 515 $23M
2023 1 283 $29M
2024 1 617 $34M

Nearby Profit Sharing Plans in California

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

Santa Rosa Community Health Centers 403(b) Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Santa Rosa Community Health Centers 403(b) Plan, Total assets ($B): 0.02884774 · Participants: 283Santa Rosa Community Health Centers 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
Santa Rosa Community Health Centers 403(b) Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Santa Rosa Community Health Centers 403(b) Plan side-by-side with 3 peers →

Santa Rosa Community Health Centers 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Democracy Prep Public Schools, 403(b) Retirement Plan in NY ($29M); by covered participants it is Presbyterian Homes in the Presbytery of Lake Erie Profit Sharing Plan in PA (283 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (283 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 Santa Rosa Community Health Centers 403(b) Plan assets move in 2023? ▼
Santa Rosa Community Health Centers 403(b) Plan grew sharply - up 24.7% during 2023, from $23M to $29M. Reported net income was $6M.
How have Santa Rosa Community Health Centers plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Santa Rosa Community Health Centers's sponsor-wide assets grew 47.8%, from $23M to $34M.
Where does Santa Rosa Community Health Centers 403(b) Plan rank by assets among Form 5500 filers? ▼
Santa Rosa Community Health Centers 403(b) Plan ranks in the 79th 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 Santa Rosa Community Health Centers 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Democracy Prep Public Schools, 403(b) Retirement Plan in NY ($29M, 1,403 participants).
Which Profit Sharing plans cover a similar participant headcount to Santa Rosa Community Health Centers 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Presbyterian Homes in the Presbytery of Lake Erie Profit Sharing Plan in PA (283 participants, $956K 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 680365296.

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.