Profit Sharing · DOL Form 5500 · 2023

Peach Tree Healthcare Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
122
Participants Small participant base
31st
Percentile by assets National rank
$17,154
Avg per participant Low balance/head
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Official DOL plan name: Peach Tree Healthcare Retirement Plan · Sponsored by Peach Tree Healthcare · California · Healthcare & Social Assistance

$2M in assets, 122 participants

Peach Tree Healthcare's Peach Tree Healthcare Retirement Plan reported $2M in total assets and 122 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

  • #5,265 in Healthcare & Social Assistance (17,684 peers)

Coverage in California

Peach Tree Healthcare Retirement Plan covers 122 participants in California, about 19% of the average California filer (state average ~630 per filing). Assets: $2M.

#5,265
in Healthcare & Social Assistance (17,684 peers)
+14.7%
assets growth YoY

Peach Tree Healthcare Retirement Plan among the smaller filed plans by assets

Peach Tree Healthcare Retirement Plan vs every filed plan by assets

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

$2,092,824 31st percentile higher than 31% 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

Peach Tree Healthcare 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. Peach Tree Healthcare Retirement Plan sits mid-pack in the medium band (122 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Peach Tree Healthcare Retirement Plan reported net income rose from -$476K in the plan year 2022 filing to $268K in the plan year 2023 filing.
  • Peach Tree Healthcare Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Peach Tree Healthcare Retirement Plan reported participants rose from 109 in the plan year 2022 filing to 122 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 680371679 · Peach Tree Healthcare PY 2023 · Profit Sharing

Peach Tree Healthcare Retirement Plan · $2M · 122 · 31st

  • IND $2M
  • IND 122
  • IND 31st
  • IND Profit Sharing
  • IND near Milluzzo & Company, P.C. Profit Sharing Plan
  • IND ind #5265

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 →

Peach Tree Healthcare Retirement Plan in the asset neighbourhood

Peach Tree Healthcare Retirement PlanPeach Tree Healthcare Retire…$2MMilluzzo & Company, P.C. Profit Sharing PlanMilluzzo & Company, P.C. Pro…$2MTriangle Engineering of Arkansas, Inc. Profit Sharing PlanTriangle Engineering of Arka…$2MMile High Glass Solutions Inc. Retirement PlanMile High Glass Solutions In…$2MKuhlmann Enterprises, Inc. Retirement PlanKuhlmann Enterprises, Inc. R…$2M
End-of-year total assets ($M) among Peach Tree Healthcare Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$268K
Employer EIN680371679
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Peach Tree Healthcare)

Sponsor-wide plan assets over time

All Peach Tree Healthcare plans reported in each filing year

Latest sponsor-wide plan assets
$12M 55.675720149443755% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $7.82M $12.2M ▲ +55.6%
Year Plans Participants Total Assets
2022 2 264 $8M
2023 2 313 $10M
2024 2 363 $12M

Nearby Profit Sharing Plans in California

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

Peach Tree Healthcare Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Peach Tree Healthcare Retirement Plan, Total assets ($B): 0.002092824 · Participants: 122Peach Tree Healthcare 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
Peach Tree Healthcare Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Peach Tree Healthcare Retirement Plan side-by-side with 3 peers →

Peach Tree Healthcare Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Milluzzo & Company, P.C. Profit Sharing Plan in CT ($2M); by covered participants it is Hollow Metal Pension Fund Separate Benefit Account in NY (122 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (122 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 Peach Tree Healthcare Retirement Plan assets move in 2023? ▼
Peach Tree Healthcare Retirement Plan grew at a solid clip - up 14.7% during 2023, from $2M to $2M. Reported net income was $268K.
How have Peach Tree Healthcare plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Peach Tree Healthcare's sponsor-wide assets grew 55.7%, from $8M to $12M.
Which Profit Sharing plans are similar in size to Peach Tree Healthcare Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Milluzzo & Company, P.C. Profit Sharing Plan in CT ($2M, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Peach Tree Healthcare Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Hollow Metal Pension Fund Separate Benefit Account in NY (122 participants, $2M 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 680371679.

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.