401(k) · DOL Form 5500 · 2023

Petaluma Health Center 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
525
Participants Below avg headcount
81st
Percentile by assets National rank
$64,513
Avg per participant Low balance/head
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Official DOL plan name: Petaluma Health Center 401(k) Plan & Trust · Sponsored by Petaluma Health Center · California · Healthcare & Social Assistance

$34M in assets, 525 participants

Petaluma Health Center's Petaluma Health Center 401(k) Plan & Trust reported $34M in total assets and 525 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #14,811 in Healthcare & Social Assistance (17,684 peers)

Where Petaluma Health Center 401(k) Plan & Trust sits by assets

Petaluma Health Center 401(k) Plan & Trust sits in the top quartile of all filed plans by assets, $34M for 525 participants (~$64,513/participant), up 31.0% in 2023.

#14,811
in Healthcare & Social Assistance (17,684 peers)
+31.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Petaluma Health Center 401(k) Plan & Trust's outsized position by total assets

Petaluma Health Center 401(k) Plan & Trust vs every filed plan by assets

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

$33,869,391 Top 19% higher than 81% 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

Petaluma Health Center 401(k) Plan & Trust among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Petaluma Health Center 401(k) Plan & Trust sits mid-pack in the medium band (525 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Petaluma Health Center 401(k) Plan & Trust reported net income rose from -$3M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Petaluma Health Center 401(k) Plan & Trust end-of-year assets rose from $26M in the plan year 2022 filing to $34M in the plan year 2023 filing.
  • Petaluma Health Center 401(k) Plan & Trust reported participants rose from 473 in the plan year 2022 filing to 525 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 680437840 · Petaluma Health Center PY 2023 · 401(k)

Petaluma Health Center 401(k) Plan & Trust · $34M · 525 · 81st

  • ASSETS $34M
  • PCT 525
  • EIN 81st
  • RANK 401(k)
  • PHOTO near Fulton County Health Center Employees' Pension Plan
  • IND ind #14811

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 →

Petaluma Health Center 401(k) Plan & Trust in the asset neighbourhood

Petaluma Health Center 401(k) Plan & TrustPetaluma Health Center 401(k…$34MFulton County Health Center Employees' Pension PlanFulton County Health Center …$34MQuality Equipment, LLC 401(k) PlanQuality Equipment, LLC 401(k…$34MUniversal Stainless & Alloy Products, Inc. Employees 401(k) PlanUniversal Stainless & Alloy …$34MPats Aircraft, LLC 401(k) PlanPats Aircraft, LLC 401(k) Pl…$34M
End-of-year total assets ($M) among Petaluma Health Center 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$34M
Net Income$8M
Employer EIN680437840
Plan Effective Date2000-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Petaluma Health Center)

Sponsor-wide plan assets over time

All Petaluma Health Center plans reported in each filing year

Latest sponsor-wide plan assets
$41M 56.04798208715884% vs 2022
2024 filing year
$20M$25M$30M$35M$40M$45M 202220232024 $26.3M $41M ▲ +56.0%
Year Plans Participants Total Assets
2022 2 473 $26M
2023 2 525 $34M
2024 1 542 $41M

Nearby 401(k) Plans in California

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

Petaluma Health Center 401(k) Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Petaluma Health Center 401(k) Plan & Trust, Total assets ($B): 0.033869391 · Participants: 525Petaluma Health Center 401(k) Plan & TrustWells 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
Petaluma Health Center 401(k) Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Petaluma Health Center 401(k) Plan & Trust side-by-side with 3 peers →

Petaluma Health Center 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Fulton County Health Center Employees' Pension Plan in OH ($34M); by covered participants it is The Ipeg, Inc. Savings Plan in PA (525 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (525 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 Petaluma Health Center 401(k) Plan & Trust assets move in 2023? ▼
Petaluma Health Center 401(k) Plan & Trust surged - up 31.0% during 2023, from $26M to $34M. Reported net income was $8M.
How have Petaluma Health Center plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Petaluma Health Center's sponsor-wide assets grew 56.0%, from $26M to $41M.
Where does Petaluma Health Center 401(k) Plan & Trust rank by assets among Form 5500 filers? ▼
Petaluma Health Center 401(k) Plan & Trust ranks in the 81st 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 401(k) plans are similar in size to Petaluma Health Center 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Fulton County Health Center Employees' Pension Plan in OH ($34M, 529 participants).
Which 401(k) plans cover a similar participant headcount to Petaluma Health Center 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is The Ipeg, Inc. Savings Plan in PA (525 participants, $46M 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 680437840.

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.