401(k) · DOL Form 5500 · 2023

Centric Health 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
264
Participants Below avg headcount
67th
Percentile by assets National rank
$57,093
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Centric Health 401(k) Plan · Sponsored by Centric Health · California · Healthcare & Social Assistance

$15M in assets, 264 participants

Centric Health's Centric Health 401(k) Plan reported $15M in total assets and 264 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #12,775 in Healthcare & Social Assistance (17,684 peers)

Coverage in California

Centric Health 401(k) Plan covers 264 participants in California, about 42% of the average California filer (state average ~630 per filing). Assets: $15M.

#12,775
in Healthcare & Social Assistance (17,684 peers)
+14.1%
assets growth YoY

Centric Health 401(k) Plan's outsized position by total assets

Centric Health 401(k) Plan vs every filed plan by assets

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

$15,072,444 Top 33% higher than 67% 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

Centric Health 401(k) 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. Centric Health 401(k) Plan sits mid-pack in the medium band (264 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Centric Health 401(k) Plan reported net income rose from -$729K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Centric Health 401(k) Plan end-of-year assets rose from $13M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Centric Health 401(k) Plan reported participants fell from 275 in the plan year 2022 filing to 264 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 953511288 · Centric Health PY 2023 · 401(k)

Centric Health 401(k) Plan · $15M · 264 · 67th

  • BOY $15M
  • BOY 264
  • BOY 67th
  • BOY 401(k)
  • BOY near Hansen-Mueller Co. 401(k) Retirement Plan
  • BOY ind #12775

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 →

Centric Health 401(k) Plan in the asset neighbourhood

Centric Health 401(k) Plan$15MHansen-Mueller Co. 401(k) Retirement PlanHansen-Mueller Co. 401(k) Re…$15MCreoal Consulting 401(k) Profit Sharing PlanCreoal Consulting 401(k) Pro…$15MDocgo 401(k) Plan$15MSavannah Distributing Co. , Inc. 401(k) PlanSavannah Distributing Co. , …$15M
End-of-year total assets ($M) among Centric Health 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$15M
Net Income$2M
Employer EIN953511288
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Centric Health)

Sponsor-wide plan assets over time

All Centric Health plans reported in each filing year

Latest sponsor-wide plan assets
$27M 104.05278222943673% vs 2022
2024 filing year
$10M$15M$20M$25M$30M 202220232024 $13.2M $27M ▲ +104.1%
Year Plans Participants Total Assets
2022 1 275 $13M
2023 1 264 $15M
2024 2 523 $27M

Nearby 401(k) Plans in California

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

Centric Health 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Centric Health 401(k) Plan, Total assets ($B): 0.015072444 · Participants: 264Centric Health 401(k) 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
Centric Health 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

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

Outside California, the nearest 401(k) by assets is Hansen-Mueller Co. 401(k) Retirement Plan in NE ($15M); by covered participants it is Rocky Mountain Ser/Jobs for Progress Employee Retirement Plan in CO (264 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (264 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 Centric Health 401(k) Plan assets move in 2023?
Centric Health 401(k) Plan grew at a solid clip - up 14.1% during 2023, from $13M to $15M. Reported net income was $2M.
How have Centric Health plan assets changed over time?
Across 3 plan years on file (2022-2024), Centric Health's sponsor-wide assets grew 104.1%, from $13M to $27M.
Which 401(k) plans are similar in size to Centric Health 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Hansen-Mueller Co. 401(k) Retirement Plan in NE ($15M, 179 participants).
Which 401(k) plans cover a similar participant headcount to Centric Health 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Rocky Mountain Ser/Jobs for Progress Employee Retirement Plan in CO (264 participants, $4M in assets).