Other · DOL Form 5500 · 2023
Valley Presbyterian Hospital Retirement Plan
Data updated 2026-08-25
- $78M
- Total assets Below avg plan size
- 1,614
- Participants Near avg headcount
- 89th
- Percentile by assets National rank
- $48,144
- Avg per participant Low balance/head
Official DOL plan name: Tax Deferred Annuity Program for Employees of Valley Presbyterian Hospital · Sponsored by Valley Presbyterian Hospital · California · Healthcare & Social Assistance
$78M in assets, 1,614 participants
Valley Presbyterian Hospital's Tax Deferred Annuity Program for Employees of Valley Presbyterian Hospital reported $78M in total assets and 1,614 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.
- #16,082 in Healthcare & Social Assistance (17,684 peers)
Coverage in California
Tax Deferred Annuity Program for Employees of Valley Presbyterian Hospital covers 1,614 participants in California, 2.6x the typical California plan (state average ~630 per filing). Assets: $78M.
- #16,082
- in Healthcare & Social Assistance (17,684 peers)
- +19.1%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Tax Deferred Annuity Program for Employees of Valley Presbyterian Hospital's outsized position by total assets
Tax Deferred Annuity Program for Employees of Valley Presbyterian Hospital vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$77,704,363 Top 11% higher than 89% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Tax Deferred Annuity Program for Employees of Valley Presbyterian Hospital's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tax Deferred Annuity Program for Employees of Valley Presbyterian Hospital lands in the large band (1,614 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Tax Deferred Annuity Program for Employees of Valley Presbyterian Hospital reported net income rose from -$12M in the plan year 2022 filing to $12M in the plan year 2023 filing.
- Tax Deferred Annuity Program for Employees of Valley Presbyterian Hospital end-of-year assets rose from $65M in the plan year 2022 filing to $78M in the plan year 2023 filing.
- Tax Deferred Annuity Program for Employees of Valley Presbyterian Hospital reported participants fell from 1,795 in the plan year 2022 filing to 1,614 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 951945832 · Valley Presbyterian Hospital PY 2023 · Other
Tax Deferred Annuity Program for Employees of Valley Presbyterian Hospital · $78M · 1,614 · 89th
- ASSETS $78M
- PCT 1,614
- EIN 89th
- RANK Other
- PHOTO near Holzer Health System 403b Plan
- IND ind #16082
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 →
Tax Deferred Annuity Program for Employees of Valley Presbyterian Hospital in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $65M |
|---|---|
| Net Assets (End of Year) | $78M |
| Net Income | $12M |
| Employer EIN | 951945832 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Valley Presbyterian Hospital)
Sponsor-wide plan assets over time
All Valley Presbyterian Hospital plans reported in each filing year
- Latest sponsor-wide plan assets
- $167M 31.511914289868937% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 3,261 | $127M |
| 2023 | 2 | 2,988 | $149M |
| 2024 | 2 | 3,029 | $167M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $11.0B · 21,674
- Sutter Health 403(b) Savings Plan $6.5B · 50,273
- Stanford Health Care Retirement Savings Plan $5.8B · 22,681
- Caltech Base Retirement Plan $4.8B · 10,682
- University of Southern California Tax-Deferred Annuity Plan $4.3B · 21,764
Tax Deferred Annuity Program for Employees of Valley Presbyterian Hospital's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Holzer Health System 403b Plan in OH ($78M); by covered participants it is Legacy Community Health Services, Inc. 403(b) Plan in TX (1,616 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($78M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,614 participants); asset peers above are excluded.
- Legacy Community Health Services, Inc. 403(b) Plan (TX) 1,616 · 2 off
- The University of Chicago Medical Center Contributory Retirement Plan (IL) 1,610 · 4 off
- Samford University 403(b) Salary Deferral and Defined Contribution Plan (AL) 1,619 · 5 off
- Appalachian Regional Healthcare System 403(b) Retirement Savings Plan (NC) 1,608 · 6 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.