Other · DOL Form 5500 · 2023

Bay Area Community Health Retirement Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
647
Participants Below avg headcount
72nd
Percentile by assets National rank
$30,508
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bay Area Community Health 403(b) Plan · Sponsored by Bay Area Community Health · California · Healthcare & Social Assistance

$20M in assets, 647 participants

Bay Area Community Health's Bay Area Community Health 403(b) Plan reported $20M in total assets and 647 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #13,584 in Healthcare & Social Assistance (17,684 peers)

Bay Area Community Health multi-year trail

Bay Area Community Health's plans moved +55.8% in assets from 2022 to 2024; this filing shows Bay Area Community Health 403(b) Plan at $20M / 647 participants.

#13,584
in Healthcare & Social Assistance (17,684 peers)
+27.3%
assets growth YoY

Bay Area Community Health 403(b) Plan's outsized position by total assets

Bay Area Community Health 403(b) Plan vs every filed plan by assets

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

$19,738,616 Top 28% higher than 72% 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

Bay Area Community 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. Bay Area Community Health 403(b) Plan sits mid-pack in the medium band (647 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bay Area Community Health 403(b) Plan reported net income rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Bay Area Community Health 403(b) Plan end-of-year assets rose from $16M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Bay Area Community Health 403(b) Plan reported participants rose from 623 in the plan year 2022 filing to 647 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 237255735 · Bay Area Community Health PY 2023 · Other

Bay Area Community Health 403(b) Plan · $20M · 647 · 72nd

  • BOY $20M
  • BOY 647
  • BOY 72nd
  • BOY Other
  • BOY near The Frick Collection Tax Deferred Annuity Plan
  • BOY ind #13584

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 →

Bay Area Community Health 403(b) Plan in the asset neighbourhood

Cherokee Regional Medical Center Tax Deferred Annuity PlanCherokee Regional Medical Ce…$20MBay Area Community Health 403(b) PlanBay Area Community Health 40…$20MThe Frick Collection Tax Deferred Annuity PlanThe Frick Collection Tax Def…$20MHouston Ballet Foundation Retirement PlanHouston Ballet Foundation Re…$20MNew Hampton School Defined Contribution and Tax Deferred Annuity Retirement PlanNew Hampton School Defined C…$20M
End-of-year total assets ($M) among Bay Area Community Health 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Bay Area Community Health multi-year asset trail

Sponsor-wide plan assets over time

All Bay Area Community Health plans reported in each filing year

Latest sponsor-wide plan assets
$24M 55.802154859181385% vs 2022
2024 filing year
$10M$15M$20M$25M$30M 202220232024 $15.5M $24.2M ▲ +55.8%
Year Plans Participants Total Assets
2022 1 623 $16M
2023 1 647 $20M
2024 1 1,184 $24M

Bay Area Community Health filing trail (2023)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$20M
Net Income$4M
Employer EIN237255735
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in California

Peer Other plans, same state, same plan type, ranked by total assets.

Bay Area Community Health 403(b) Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Bay Area Community Health 403(b) Plan, Total assets ($B): 0.019738616 · Participants: 647Bay Area Community Health 403(b) PlanStanford Contributory Retirement Plan, Total assets ($B): 11.039978863 · Participants: 21674Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 6.533806707 · Participants: 50273Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 5.761504142 · Participants: 22681Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.792181822 · Participants: 10682Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.277911652 · Participants: 21764University of Southern California Tax-Deferred Annuity Plan
Bay Area Community Health 403(b) Plan vs. nearby Other plans in California, assets vs. participants

Bay Area Community Health 403(b) Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is The Frick Collection Tax Deferred Annuity Plan in NY ($20M); by covered participants it is Tri-County 403(b) in NJ (647 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (647 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 Bay Area Community Health 403(b) Plan assets move in 2023?
Bay Area Community Health 403(b) Plan grew sharply - up 27.3% during 2023, from $16M to $20M. Reported net income was $4M.
How have Bay Area Community Health plan assets changed over time?
Across 3 plan years on file (2022-2024), Bay Area Community Health's sponsor-wide assets grew 55.8%, from $16M to $24M.
Which Other plans are similar in size to Bay Area Community Health 403(b) Plan?
Among Other plans in other states, the closest by assets is The Frick Collection Tax Deferred Annuity Plan in NY ($20M, 236 participants).
Which Other plans cover a similar participant headcount to Bay Area Community Health 403(b) Plan?
Among Other plans in other states, the closest by covered participants is Tri-County 403(b) in NJ (647 participants, $10M in assets).