401(k) · DOL Form 5500 · 2023

Adventist Health System/West, Inc. 401(k) Plan

Data updated 2026-08-11

$116M
Total assets
2,430
Participants
92nd
Percentile by assets
$47,891
Avg per participant
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Official DOL plan name: Adventist Health 401(k) Plan · Sponsored by Adventist Health System/West, Inc. · California · Healthcare & Social Assistance

$116M in assets, 2,430 participants

Adventist Health System/West, Inc.'s Adventist Health 401(k) Plan reported $116M in total assets and 2,430 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • 92nd percentile by assets (of 127,072 plans)
  • #16,481 in Healthcare & Social Assistance (17,684 peers)

Coverage in California

Adventist Health 401(k) Plan covers 2,430 participants in California, 3.9x the typical California plan (state average ~630 per filing). Assets: $116M.

$116M
total plan assets (2023 EOY)
2,430
covered participants
92nd
percentile by assets (of 127,072 plans)
$47,891
avg assets per participant

Where Adventist Health 401(k) Plan sits by total assets

Adventist Health 401(k) Plan vs every filed plan by assets

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

$116,375,790 Top 8% higher than 92% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Adventist Health 401(k) Plan reported net income rose from $13M in the plan year 2022 filing to $43M in the plan year 2023 filing.
  • Adventist Health 401(k) Plan end-of-year assets rose from $74M in the plan year 2022 filing to $116M in the plan year 2023 filing.
  • Adventist Health 401(k) Plan reported participants fell from 2,508 in the plan year 2022 filing to 2,430 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Adventist Health 401(k) Plan reports 2,430 participants - 3.9x that state average ($116M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$74M
Net Assets (End of Year)$116M
Net Income$43M
Employer EIN953484589
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Adventist Health System/West, Inc.)

$200M$300M$400M$500M$600M 202220232024 $288M $513M ▲ +78.0%
Total plan assets by year, all Adventist Health System/West, Inc. plans on file
Year Plans Participants Total Assets
2022 2 4,300 $288M
2023 2 4,045 $336M
2024 2 4,141 $513M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Adventist Health 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Adventist Health 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Adventist Health 401…Wells Fargo & Compan…Google LLC 401(k) Sa…Oracle Corporation 4…Intel 401(k) Savings…Apple 401(k) Plan
Adventist Health 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Adventist Health 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Adventist Health 401(k) Plan assets move in 2023?
Adventist Health 401(k) Plan surged - up 58.3% during 2023, from $74M to $116M. Reported net income was $43M.
How have Adventist Health System/West, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Adventist Health System/West, Inc.'s sponsor-wide assets grew 78.0%, from $288M to $513M.
Where does Adventist Health 401(k) Plan rank by assets among Form 5500 filers?
Adventist Health 401(k) Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Adventist Health 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Potter Anderson & Corroon LLP Retirement Plan in DE ($116M, 128 participants).

Filing takeaways

Ways to act on Adventist Health 401(k) Plan's numbers.