Profit Sharing · DOL Form 5500 · 2023
Adventist Health System/West, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $219M
- Total assets Near avg plan size
- 1,615
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $135,843
- Avg per participant Near avg balance/head
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.
- #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.
- #16,915
- in Healthcare & Social Assistance (17,684 peers)
- +2.2%
- assets growth YoY
- 2.2×
- vs typical plan assets (national mean)
Adventist Health System/West 403(b) ERISA Plan's outsized position by total assets
Adventist Health System/West 403(b) ERISA Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$219,385,862 Top 5% higher than 95% 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
Adventist Health System/West 403(b) ERISA 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 System/West 403(b) ERISA Plan lands in the large band (1,615 participants).
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.
DOL schedule card
Filing strip 953484589 · Adventist Health System/West, Inc. PY 2023 · Profit Sharing
Adventist Health System/West 403(b) ERISA Plan · $219M · 1,615 · 95th
- PART $219M
- PART 1,615
- PART 95th
- PART Profit Sharing
- PART near Iron Workers of Western Pennsylvania Profit Sharing Plan
- PART ind #16915
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 System/West 403(b) ERISA Plan in the asset neighbourhood
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.)
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
| 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.
- 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
Adventist Health System/West 403(b) ERISA Plan's out-of-state Profit Sharing peers by assets and headcount
Outside California, the nearest Profit Sharing by assets is Iron Workers of Western Pennsylvania Profit Sharing Plan in PA ($220M); by covered participants it is Baxter Regional Medical Center 401(a) Plan in AR (1,616 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($219M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (1,615 participants); asset peers above are excluded.
- Baxter Regional Medical Center 401(a) Plan (AR) 1,616 · 1 off
- Regional District Council Retirement Plan (OR) 1,613 · 2 off
- Teamsters Local 456 Annuity Fund (NY) 1,619 · 4 off
- Special Touch Cdpap, Inc Retirement Plan (NY) 1,590 · 25 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.