Profit Sharing · DOL Form 5500 · 2023

Valley Presbyterian Hospital Profit Sharing Plan

Data updated 2026-08-25

$71M
Total assets Below avg plan size
1,374
Participants Near avg headcount
89th
Percentile by assets National rank
$51,571
Avg per participant Low balance/head
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Official DOL plan name: 401(a) Valley Presbyterian Hospital Defined Contribution Plan · Sponsored by Valley Presbyterian Hospital · California · Healthcare & Social Assistance

$71M in assets, 1,374 participants

Valley Presbyterian Hospital's 401(a) Valley Presbyterian Hospital Defined Contribution Plan reported $71M in total assets and 1,374 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.

  • #15,989 in Healthcare & Social Assistance (17,684 peers)

Coverage in California

401(a) Valley Presbyterian Hospital Defined Contribution Plan covers 1,374 participants in California, 2.2x the typical California plan (state average ~630 per filing). Assets: $71M.

#15,989
in Healthcare & Social Assistance (17,684 peers)
+14.9%
assets growth YoY
0.7×
vs typical plan assets (national mean)

401(a) Valley Presbyterian Hospital Defined Contribution Plan's outsized position by total assets

401(a) Valley Presbyterian Hospital Defined Contribution Plan vs every filed plan by assets

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

$70,858,879 Top 11% higher than 89% 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

401(a) Valley Presbyterian Hospital Defined Contribution Plan'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. 401(a) Valley Presbyterian Hospital Defined Contribution Plan lands in the large band (1,374 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 401(a) Valley Presbyterian Hospital Defined Contribution Plan reported net income rose from -$13M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • 401(a) Valley Presbyterian Hospital Defined Contribution Plan end-of-year assets rose from $62M in the plan year 2022 filing to $71M in the plan year 2023 filing.
  • 401(a) Valley Presbyterian Hospital Defined Contribution Plan reported participants fell from 1,466 in the plan year 2022 filing to 1,374 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 951945832 · Valley Presbyterian Hospital PY 2023 · Profit Sharing

401(a) Valley Presbyterian Hospital Defined Contribution Plan · $71M · 1,374 · 89th

  • ASSETS $71M
  • PCT 1,374
  • EIN 89th
  • RANK Profit Sharing
  • PHOTO near Iron Workers Local Union No. 404 Annuity Fund
  • IND ind #15989

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 →

401(a) Valley Presbyterian Hospital Defined Contribution Plan in the asset neighbourhood

Nutter, Mcclennen & Fish, LLP Lawyers Retirement PlanNutter, Mcclennen & Fish, LL…$71MIron Workers Local Union No. 404 Annuity FundIron Workers Local Union No.…$71M401(a) Valley Presbyterian Hospital Defined Contribution Plan401(a) Valley Presbyterian H…$71MDrywall Tapers Annuity Fund$71MThe Wooster Brush Company Profit Sharing PlanThe Wooster Brush Company Pr…$70M
End-of-year total assets ($M) among 401(a) Valley Presbyterian Hospital Defined Contribution Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$62M
Net Assets (End of Year)$71M
Net Income$9M
Employer EIN951945832
Plan Effective Date1970-11-01
Filing StatusFILING 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
$120M$140M$160M$180M 202220232024 $127M $167M ▲ +31.5%
Year Plans Participants Total Assets
2022 2 3,261 $127M
2023 2 2,988 $149M
2024 2 3,029 $167M

Nearby Profit Sharing Plans in California

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

401(a) Valley Presbyterian Hospital Defined Contribution Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants 401(a) Valley Presbyterian Hospital Defined Contribution Plan, Total assets ($B): 0.070858879 · Participants: 1374401(a) Valley Presbyterian Hospital Defined Contribution 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
401(a) Valley Presbyterian Hospital Defined Contribution Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare 401(a) Valley Presbyterian Hospital Defined Contribution Plan side-by-side with 3 peers →

401(a) Valley Presbyterian Hospital Defined Contribution Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Iron Workers Local Union No. 404 Annuity Fund in PA ($71M); by covered participants it is Local 786 I.B. of T. Severance Trust Fund in IL (1,374 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,374 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 401(a) Valley Presbyterian Hospital Defined Contribution Plan assets move in 2023? ▼
401(a) Valley Presbyterian Hospital Defined Contribution Plan grew at a solid clip - up 14.9% during 2023, from $62M to $71M. Reported net income was $9M.
How have Valley Presbyterian Hospital plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Valley Presbyterian Hospital's sponsor-wide assets grew 31.5%, from $127M to $167M.
Where does 401(a) Valley Presbyterian Hospital Defined Contribution Plan rank by assets among Form 5500 filers? ▼
401(a) Valley Presbyterian Hospital Defined Contribution Plan ranks in the 89th 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 401(a) Valley Presbyterian Hospital Defined Contribution Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Iron Workers Local Union No. 404 Annuity Fund in PA ($71M, 947 participants).
Which Profit Sharing plans cover a similar participant headcount to 401(a) Valley Presbyterian Hospital Defined Contribution Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Local 786 I.B. of T. Severance Trust Fund in IL (1,374 participants, $34M 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 951945832.

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.