401(k) · DOL Form 5500 · 2023

Sante Health Systems, Inc. 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
930
Participants Near avg headcount
80th
Percentile by assets National rank
$34,341
Avg per participant Low balance/head
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Official DOL plan name: Sante Health System Retirement Plan · Sponsored by Sante Health Systems, Inc. · California · Healthcare & Social Assistance

$32M in assets, 930 participants

Sante Health Systems, Inc.'s Sante Health System Retirement Plan reported $32M in total assets and 930 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #14,677 in Healthcare & Social Assistance (17,684 peers)

Where Sante Health System Retirement Plan sits by assets

Sante Health System Retirement Plan sits in the top quartile of all filed plans by assets, $32M for 930 participants (~$34,341/participant), up 12.2% in 2023.

#14,677
in Healthcare & Social Assistance (17,684 peers)
+12.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Sante Health System Retirement Plan's outsized position by total assets

Sante Health System Retirement Plan vs every filed plan by assets

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

$31,937,046 Top 20% higher than 80% 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

Sante Health System Retirement 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. Sante Health System Retirement Plan sits mid-pack in the medium band (930 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sante Health System Retirement Plan reported net income rose from -$7M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Sante Health System Retirement Plan end-of-year assets rose from $28M in the plan year 2022 filing to $32M in the plan year 2023 filing.
  • Sante Health System Retirement Plan reported participants fell from 970 in the plan year 2022 filing to 930 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 770382381 · Sante Health Systems, Inc. PY 2023 · 401(k)

Sante Health System Retirement Plan · $32M · 930 · 80th

  • ASSETS $32M
  • PCT 930
  • EIN 80th
  • RANK 401(k)
  • PHOTO near Radiology Associates of Birmingham, P.C. 401(k) Profit Sharing Plan
  • IND ind #14677

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 →

Sante Health System Retirement Plan in the asset neighbourhood

Sante Health System Retirement PlanSante Health System Retireme…$32MRadiology Associates of Birmingham, P.C. 401(k) Profit Sharing PlanRadiology Associates of Birm…$32MAlpha Media LLC 401(k) Retirement PlanAlpha Media LLC 401(k) Retir…$32MGrappone Companies 401(k) Plan and TrustGrappone Companies 401(k) Pl…$32MWorthen Industries, Inc. Profit Sharing and Savings PlanWorthen Industries, Inc. Pro…$32M
End-of-year total assets ($M) among Sante Health System Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$32M
Net Income$3M
Employer EIN770382381
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sante Health Systems, Inc.)

Sponsor-wide plan assets over time

All Sante Health Systems, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$36M 24.768818852872023% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $28.5M $35.5M ▲ +24.8%
Year Plans Participants Total Assets
2022 1 970 $28M
2023 1 930 $32M
2024 1 887 $36M

Nearby 401(k) Plans in California

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

Sante Health System Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Sante Health System Retirement Plan, Total assets ($B): 0.031937046 · Participants: 930Sante Health System Retirement PlanWells 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
Sante Health System Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Sante Health System Retirement Plan side-by-side with 3 peers →

Sante Health System Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Radiology Associates of Birmingham, P.C. 401(k) Profit Sharing Plan in AL ($32M); by covered participants it is Frank Liquor Company, Inc. 401(k) Plan in WI (930 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (930 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 Sante Health System Retirement Plan assets move in 2023? ▼
Sante Health System Retirement Plan grew at a solid clip - up 12.2% during 2023, from $28M to $32M. Reported net income was $3M.
How have Sante Health Systems, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sante Health Systems, Inc.'s sponsor-wide assets grew 24.8%, from $28M to $36M.
Where does Sante Health System Retirement Plan rank by assets among Form 5500 filers? ▼
Sante Health System Retirement Plan ranks in the 80th 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 Sante Health System Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Radiology Associates of Birmingham, P.C. 401(k) Profit Sharing Plan in AL ($32M, 27 participants).
Which 401(k) plans cover a similar participant headcount to Sante Health System Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Frank Liquor Company, Inc. 401(k) Plan in WI (930 participants, $77M 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 770382381.

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.