Other · DOL Form 5500 · 2023
Barton Healthcare System Retirement Plan
Data updated 2026-08-25
- $90M
- Total assets Below avg plan size
- 960
- Participants Near avg headcount
- 90th
- Percentile by assets National rank
- $93,287
- Avg per participant Below avg balance/head
Official DOL plan name: Barton Health 403(b) Plan · Sponsored by Barton Healthcare System · California · Healthcare & Social Assistance
$90M in assets, 960 participants
Barton Healthcare System's Barton Health 403(b) Plan reported $90M in total assets and 960 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.
- #16,229 in Healthcare & Social Assistance (17,684 peers)
Where Barton Health 403(b) Plan sits by assets
Barton Health 403(b) Plan sits in the top 10% of all filed plans by assets, $90M for 960 participants (~$93,287/participant), up 13.2% in 2023.
- #16,229
- in Healthcare & Social Assistance (17,684 peers)
- +13.2%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
Barton Health 403(b) Plan's outsized position by total assets
Barton Health 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$89,555,125 Top 10% higher than 90% 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
Barton Health 403(b) Plan 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. Barton Health 403(b) Plan sits mid-pack in the medium band (960 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Barton Health 403(b) Plan reported net income rose from -$8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- Barton Health 403(b) Plan end-of-year assets rose from $79M in the plan year 2022 filing to $90M in the plan year 2023 filing.
- Barton Health 403(b) Plan reported participants rose from 928 in the plan year 2022 filing to 960 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 946050274 · Barton Healthcare System PY 2023 · Other
Barton Health 403(b) Plan · $90M · 960 · 90th
- BOOK $90M
- VS-ST 960
- BOY 90th
- SCH Other
- EBSA near Faith Regional Health Services Tax Deferred Annuity Plan
- PART ind #16229
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 →
Barton Health 403(b) Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $79M |
|---|---|
| Net Assets (End of Year) | $90M |
| Net Income | $10M |
| Employer EIN | 946050274 |
| Plan Effective Date | 1988-02-18 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Barton Healthcare System)
Sponsor-wide plan assets over time
All Barton Healthcare System plans reported in each filing year
- Latest sponsor-wide plan assets
- $93M 17.16387425766175% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 928 | $79M |
| 2023 | 1 | 960 | $90M |
| 2024 | 1 | 920 | $93M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $11.0B · 21,674
- Sutter Health 403(b) Savings Plan $6.5B · 50,273
- Stanford Health Care Retirement Savings Plan $5.8B · 22,681
- Caltech Base Retirement Plan $4.8B · 10,682
- University of Southern California Tax-Deferred Annuity Plan $4.3B · 21,764
Barton Health 403(b) Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Faith Regional Health Services Tax Deferred Annuity Plan in NE ($89M); by covered participants it is Husson University Section 403(b) Retirement Plan in ME (958 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($90M here).
- Faith Regional Health Services Tax Deferred Annuity Plan (NE) $89M · 1,421
- Misericordia University Tax-Deferred Annuity Retirement Plan (PA) $90M · 347
- Charles E. Smith Jewish Day School Defined Contribution Plan (MD) $89M · 278
- Albany College of Pharmacy and Health Sciences 403(b) Plan (NY) $90M · 263
Similar participant headcount
Nearest other-state filings by covered participants (960 participants); asset peers above are excluded.
- Husson University Section 403(b) Retirement Plan (ME) 958 · 2 off
- Gemba Group Annuity Plan (MD) 958 · 2 off
- Hudson Headwaters Health Network Retirement Savings Plan (NY) 962 · 2 off
- Carti Tax Sheltered Annuity Plan (AR) 958 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.