Profit Sharing · DOL Form 5500 · 2023

Brethren Hillcrest Homes Profit Sharing Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
257
Participants Below avg headcount
56th
Percentile by assets National rank
$34,858
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Brethren Hillcrest Homes 403(b) Plan · Sponsored by Brethren Hillcrest Homes · California · Healthcare & Social Assistance

$9M in assets, 257 participants

Brethren Hillcrest Homes's Brethren Hillcrest Homes 403(b) Plan reported $9M in total assets and 257 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #10,940 in Healthcare & Social Assistance (17,684 peers)

Coverage in California

Brethren Hillcrest Homes 403(b) Plan covers 257 participants in California, about 41% of the average California filer (state average ~630 per filing). Assets: $9M.

#10,940
in Healthcare & Social Assistance (17,684 peers)
+14.7%
assets growth YoY

Brethren Hillcrest Homes 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Brethren Hillcrest Homes 403(b) Plan vs every filed plan by assets

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

$8,958,386 Top 44% higher than 56% 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

Brethren Hillcrest Homes 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. Brethren Hillcrest Homes 403(b) Plan sits mid-pack in the medium band (257 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Brethren Hillcrest Homes 403(b) Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Brethren Hillcrest Homes 403(b) Plan reported participants rose from 223 in the plan year 2022 filing to 257 in the plan year 2023 filing.
  • Brethren Hillcrest Homes 403(b) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 951809564 · Brethren Hillcrest Homes PY 2023 · Profit Sharing

Brethren Hillcrest Homes 403(b) Plan · $9M · 257 · 56th

  • SCH $9M
  • SCH 257
  • SCH 56th
  • SCH Profit Sharing
  • SCH near Fox Valley Pathologists Sc Profit Sharing Plan
  • SCH ind #10940

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 →

Brethren Hillcrest Homes 403(b) Plan in the asset neighbourhood

Brethren Hillcrest Homes 403(b) PlanBrethren Hillcrest Homes 403…$9MFox Valley Pathologists Sc Profit Sharing PlanFox Valley Pathologists Sc P…$9M403(b) Plan for United Way of Greater St. Louis, Inc.403(b) Plan for United Way o…$9MFranz Construction, Inc. Retirement PlanFranz Construction, Inc. Ret…$9MFabrikant International Profit Sharing PlanFabrikant International Prof…$9M
End-of-year total assets ($M) among Brethren Hillcrest Homes 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN951809564
Plan Effective Date1989-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Brethren Hillcrest Homes)

Sponsor-wide plan assets over time

All Brethren Hillcrest Homes plans reported in each filing year

Latest sponsor-wide plan assets
$11M 32.22620677501921% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $8.58M $11.4M ▲ +32.3%
Year Plans Participants Total Assets
2022 1 223 $9M
2023 2 498 $19M
2024 1 197 $11M

Nearby Profit Sharing Plans in California

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

Brethren Hillcrest Homes 403(b) Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Brethren Hillcrest Homes 403(b) Plan, Total assets ($B): 0.008958386 · Participants: 257Brethren Hillcrest Homes 403(b) PlanIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
Brethren Hillcrest Homes 403(b) Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Brethren Hillcrest Homes 403(b) Plan side-by-side with 3 peers →

Brethren Hillcrest Homes 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Fox Valley Pathologists Sc Profit Sharing Plan in WI ($9M); by covered participants it is Kentucky Blood Center 401(k) DC Plan in KY (257 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (257 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 Brethren Hillcrest Homes 403(b) Plan assets move in 2023? ▼
Brethren Hillcrest Homes 403(b) Plan grew at a solid clip - up 14.7% during 2023, from $8M to $9M. Reported net income was $1M.
How have Brethren Hillcrest Homes plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brethren Hillcrest Homes's sponsor-wide assets grew 32.2%, from $9M to $11M.
Which Profit Sharing plans are similar in size to Brethren Hillcrest Homes 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Fox Valley Pathologists Sc Profit Sharing Plan in WI ($9M, 8 participants).
Which Profit Sharing plans cover a similar participant headcount to Brethren Hillcrest Homes 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Kentucky Blood Center 401(k) DC Plan in KY (257 participants, $19M 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 951809564.

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.