Profit Sharing · DOL Form 5500 · 2023
The Health Trust Profit Sharing Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 90
- Participants Small participant base
- 55th
- Percentile by assets National rank
- $93,515
- Avg per participant Below avg balance/head
Official DOL plan name: The Health Trust Savings Plan · Sponsored by The Health Trust · California · Other Services
$8M in assets, 90 participants
The Health Trust's The Health Trust Savings Plan reported $8M in total assets and 90 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.
- #5,795 in Other Services (7,857 peers)
What the 2023 filing shows
The Health Trust Savings Plan holds $8M for 90 participants - about $93,515 per participant, above the median plan by assets.
- #5,795
- in Other Services (7,857 peers)
- +2.4%
- assets growth YoY
The Health Trust Savings Plan's mid-pack asset rank among Other Services and all filers
The Health Trust Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$8,416,307 Top 45% higher than 55% 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
The Health Trust Savings Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Health Trust Savings Plan is a small filing (90 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Health Trust Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $197K in the plan year 2023 filing.
- The Health Trust Savings Plan reported participants fell from 94 in the plan year 2022 filing to 90 in the plan year 2023 filing.
- The Health Trust Savings Plan end-of-year assets rose from $8M in the plan year 2022 filing to $8M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 946050231 · The Health Trust PY 2023 · Profit Sharing
The Health Trust Savings Plan · $8M · 90 · 55th
- RANK $8M
- RANK 90
- RANK 55th
- RANK Profit Sharing
- RANK near Three Rivers Planning and Development District, Inc. Retirement Savings Plan
- RANK ind #5795
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 Other Services retirement plans → · Plans in California →
The Health Trust Savings Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $197K |
| Employer EIN | 946050231 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Health Trust)
Sponsor-wide plan assets over time
All The Health Trust plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 1.6931775544934764% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 94 | $8M |
| 2023 | 1 | 90 | $8M |
| 2024 | 1 | 93 | $8M |
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
The Health Trust Savings Plan's out-of-state Profit Sharing peers by assets and headcount
Outside California, the nearest Profit Sharing by assets is Three Rivers Planning and Development District, Inc. Retirement Savings Plan in MS ($8M); by covered participants it is Roanoke Concrete Products Co. Profit Sharing Plan in IL (90 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
- Three Rivers Planning and Development District, Inc. Retirement Savings Plan (MS) $8M · 92
- Seachange Printing & Marketing Services, LLC 401(k) Plan (MN) $8M · 118
- Guyer, Lindley, Bailey & Martin Cpa PC Profit Sharing Plan (OR) $8M · 6
- Guyer, Lindley, Bailey & Martin Cpa PC Profit Sharing Plan (OR) $8M · 6
Similar participant headcount
Nearest other-state filings by covered participants (90 participants); asset peers above are excluded.
- Roanoke Concrete Products Co. Profit Sharing Plan (IL) 90 · 0 off
- Seedco Retirement Plan (NY) 90 · 0 off
- Ryther Defined Contribution Retirement Plan (WA) 90 · 0 off
- The Philadelphia School 403(b) DC Plan (PA) 90 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.