Profit Sharing · DOL Form 5500 · 2023
Adventist Health System/West, Inc. Profit Sharing Plan
Data updated 2026-08-11
- $219M
- Total assets
- 1,615
- Participants
- 95th
- Percentile by assets
- $135,843
- Avg per participant
Official DOL plan name: Adventist Health System/West 403(b) ERISA Plan · Sponsored by Adventist Health System/West, Inc. · California · Healthcare & Social Assistance
$219M in assets, 1,615 participants
Adventist Health System/West, Inc.'s Adventist Health System/West 403(b) ERISA Plan reported $219M in total assets and 1,615 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- 95th percentile by assets (of 127,072 plans)
- #16,915 in Healthcare & Social Assistance (17,684 peers)
Coverage in California
Adventist Health System/West 403(b) ERISA Plan covers 1,615 participants in California, 2.6x the typical California plan (state average ~630 per filing). Assets: $219M.
- $219M
- total plan assets (2023 EOY)
- 1,615
- covered participants
- 95th
- percentile by assets (of 127,072 plans)
- $135,843
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Adventist Health System/West 403(b) ERISA Plan reported net income rose from -$55M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Adventist Health System/West 403(b) ERISA Plan reported participants fell from 1,792 in the plan year 2022 filing to 1,615 in the plan year 2023 filing.
- Adventist Health System/West 403(b) ERISA Plan end-of-year assets rose from $215M in the plan year 2022 filing to $219M in the plan year 2023 filing.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Adventist Health System/West 403(b) ERISA Plan reports 1,615 participants - 2.6x that state average ($219M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $215M |
|---|---|
| Net Assets (End of Year) | $219M |
| Net Income | $5M |
| Employer EIN | 953484589 |
| Plan Effective Date | 2019-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Adventist Health System/West, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 4,300 | $288M |
| 2023 | 2 | 4,045 | $336M |
| 2024 | 2 | 4,141 | $513M |
Nearby Profit Sharing Plans in California
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Adventist Health System/West 403(b) ERISA Plan vs. nearby Profit Sharing plans in California, assets vs. participants
- Intel Retirement Contribution Plan $7.2B · 21,513
- Scpmg Keogh Plan $6.8B · 10,125
- Motion Picture Industry Individual Account Plan $5.9B · 71,071
- Memorialcare Retirement Plan $1.3B · 4,728
- Disney Retirement Savings Plan $1.1B · 37,110
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Adventist Health System/West 403(b) ERISA Plan by total assets, not by location.
- Iron Workers of Western Pennsylvania Profit Sharing Plan (PA) $220M · 1,963
- IBEW Local 43 and Electrical Contractors Annuity F (NY) $221M · 1,646
- Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart (SC) $222M · 2,301
- Fayez Sarofim & Co. Profit Sharing Plan (TX) $217M · 134
Frequently Asked Questions
How did Adventist Health System/West 403(b) ERISA Plan assets move in 2023? ▼
How have Adventist Health System/West, Inc. plan assets changed over time? ▼
Where does Adventist Health System/West 403(b) ERISA Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Adventist Health System/West 403(b) ERISA Plan? ▼
Next read for Adventist Health System/West 403(b) ERIS…
Filing takeaways
Ways to act on Adventist Health System/West 403(b) ERISA Plan's numbers.
- By total assets, Adventist Health System/West 403(b) ERISA Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in California. Compare plans
- Adventist Health System/West, Inc.'s sponsor-wide assets have grown 78.0% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans