401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$116M
Total assets Near avg plan size
2,430
Participants Above avg headcount
92nd
Percentile by assets National rank
$47,891
Avg per participant Low balance/head
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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.

  • #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.

#16,481
in Healthcare & Social Assistance (17,684 peers)
+58.3%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Adventist Health 401(k) Plan's outsized position 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 $2,050,000,000 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

Adventist Health 401(k) 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. Adventist Health 401(k) Plan lands in the large band (2,430 participants).

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 →

Plan-year Form 5500 strip

Filing strip 953484589 · Adventist Health System/West, Inc. PY 2023 · 401(k)

Adventist Health 401(k) Plan · $116M · 2,430 · 92nd

  • SCH $116M
  • EBSA 2,430
  • PART 92nd
  • TYPE 401(k)
  • NET near Potter Anderson & Corroon LLP Retirement Plan
  • BOOK ind #16481

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 →

Adventist Health 401(k) Plan in the asset neighbourhood

Shannon & Wilson, Inc. Ps Retirement & 401(k) Plan and TrustShannon & Wilson, Inc. Ps Re…$116MAdventist Health 401(k) Plan$116MPotter Anderson & Corroon LLP Retirement PlanPotter Anderson & Corroon LL…$116MPreti, Flaherty, Beliveau & Pachios, LLP Profit Sharing PlanPreti, Flaherty, Beliveau & …$116MFujifilm Dimatix, Inc. 401(k) PlanFujifilm Dimatix, Inc. 401(k…$116M
End-of-year total assets ($M) among Adventist Health 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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.)

Sponsor-wide plan assets over time

All Adventist Health System/West, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$513M 78.02465745811732% vs 2022
2024 filing year
$200M$300M$400M$500M$600M 202220232024 $288M $513M ▲ +78.0%
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 Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Adventist Health 401(k) Plan, Total assets ($B): 0.11637579 · Participants: 2430Adventist Health 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Adventist Health 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Adventist Health 401(k) Plan side-by-side with 3 peers →

Adventist Health 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Potter Anderson & Corroon LLP Retirement Plan in DE ($116M); by covered participants it is Renhill Staffing Service 401(k) Plan in TX (2,431 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,430 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 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).
Which 401(k) plans cover a similar participant headcount to Adventist Health 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Renhill Staffing Service 401(k) Plan in TX (2,431 participants, $3M 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 953484589.

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.