Profit Sharing · DOL Form 5500 · 2023

Santa Barbara Neighborhood Clinics Profit Sharing Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
164
Participants Small participant base
48th
Percentile by assets National rank
$36,269
Avg per participant Low balance/head
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Official DOL plan name: The Santa Barbara Neighborhood Clinics 403(b) Plan · Sponsored by Santa Barbara Neighborhood Clinics · California · Healthcare & Social Assistance

$6M in assets, 164 participants

Santa Barbara Neighborhood Clinics's The Santa Barbara Neighborhood Clinics 403(b) Plan reported $6M in total assets and 164 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #9,276 in Healthcare & Social Assistance (17,684 peers)

Coverage in California

The Santa Barbara Neighborhood Clinics 403(b) Plan covers 164 participants in California, about 26% of the average California filer (state average ~630 per filing). Assets: $6M.

#9,276
in Healthcare & Social Assistance (17,684 peers)
+22.2%
assets growth YoY

The Santa Barbara Neighborhood Clinics 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

The Santa Barbara Neighborhood Clinics 403(b) Plan vs every filed plan by assets

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

$5,948,094 48th percentile higher than 48% 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

The Santa Barbara Neighborhood Clinics 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. The Santa Barbara Neighborhood Clinics 403(b) Plan sits mid-pack in the medium band (164 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Santa Barbara Neighborhood Clinics 403(b) Plan reported net income rose from -$690K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • The Santa Barbara Neighborhood Clinics 403(b) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • The Santa Barbara Neighborhood Clinics 403(b) Plan reported participants rose from 159 in the plan year 2022 filing to 164 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 770496382 · Santa Barbara Neighborhood Clinics PY 2023 · Profit Sharing

The Santa Barbara Neighborhood Clinics 403(b) Plan · $6M · 164 · 48th

  • TYPE $6M
  • NET 164
  • BOOK 48th
  • VS-ST Profit Sharing
  • BOY near Miklos Foot and Ankle Specialists, P. C. Employees Profit Sharing Plan
  • SCH ind #9276

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 →

The Santa Barbara Neighborhood Clinics 403(b) Plan in the asset neighbourhood

The Santa Barbara Neighborhood Clinics 403(b) PlanThe Santa Barbara Neighborho…$6MMiklos Foot and Ankle Specialists, P. C. Employees Profit Sharing PlanMiklos Foot and Ankle Specia…$6MStarnet Emergency Services Employees' Retirement and Savings PlanStarnet Emergency Services E…$6MCooley Group, Inc. Employees' Profit-Sharing PlanCooley Group, Inc. Employees…$6MGeier & Geier Inc. Retirement PlanGeier & Geier Inc. Retiremen…$6M
End-of-year total assets ($M) among The Santa Barbara Neighborhood Clinics 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN770496382
Plan Effective Date2008-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Santa Barbara Neighborhood Clinics)

Sponsor-wide plan assets over time

All Santa Barbara Neighborhood Clinics plans reported in each filing year

Latest sponsor-wide plan assets
$7M 38.19857456815988% vs 2022
2024 filing year
$4M$5M$6M$7M 202220232024 $4.87M $6.73M ▲ +38.2%
Year Plans Participants Total Assets
2022 1 159 $5M
2023 1 164 $6M
2024 1 176 $7M

Nearby Profit Sharing Plans in California

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

The Santa Barbara Neighborhood Clinics 403(b) Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants The Santa Barbara Neighborhood Clinics 403(b) Plan, Total assets ($B): 0.005948094 · Participants: 164The Santa Barbara Neighborhood Clinics 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
The Santa Barbara Neighborhood Clinics 403(b) Plan vs. nearby Profit Sharing plans in California, assets vs. participants

The Santa Barbara Neighborhood Clinics 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Miklos Foot and Ankle Specialists, P. C. Employees Profit Sharing Plan in IL ($6M); by covered participants it is Northeast Ohio Neighborhood Health Services, Inc. Profit Sharing Plan in OH (164 participants). Same-state nearby plans are listed separately above.

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 The Santa Barbara Neighborhood Clinics 403(b) Plan assets move in 2023?
The Santa Barbara Neighborhood Clinics 403(b) Plan grew sharply - up 22.2% during 2023, from $5M to $6M. Reported net income was $1M.
How have Santa Barbara Neighborhood Clinics plan assets changed over time?
Across 3 plan years on file (2022-2024), Santa Barbara Neighborhood Clinics's sponsor-wide assets grew 38.2%, from $5M to $7M.
Which Profit Sharing plans are similar in size to The Santa Barbara Neighborhood Clinics 403(b) Plan?
Among Profit Sharing plans in other states, the closest by assets is Miklos Foot and Ankle Specialists, P. C. Employees Profit Sharing Plan in IL ($6M, 7 participants).
Which Profit Sharing plans cover a similar participant headcount to The Santa Barbara Neighborhood Clinics 403(b) Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Northeast Ohio Neighborhood Health Services, Inc. Profit Sharing Plan in OH (164 participants, $12M in assets).