Other · DOL Form 5500 · 2023
Packard Children's Health Alliance Retirement Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 371
- Participants Below avg headcount
- 75th
- Percentile by assets National rank
- $62,891
- Avg per participant Low balance/head
Official DOL plan name: Packard Children's Health Alliance 403(b) Retirement Plan · Sponsored by Packard Children's Health Alliance · California · Healthcare & Social Assistance
$23M in assets, 371 participants
Packard Children's Health Alliance's Packard Children's Health Alliance 403(b) Retirement Plan reported $23M in total assets and 371 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.
- #14,021 in Healthcare & Social Assistance (17,684 peers)
Where Packard Children's Health Alliance 403(b) Retirement Plan sits by assets
Packard Children's Health Alliance 403(b) Retirement Plan sits in the top quartile of all filed plans by assets, $23M for 371 participants (~$62,891/participant), up 27.0% in 2023.
- #14,021
- in Healthcare & Social Assistance (17,684 peers)
- +27.0%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
Packard Children's Health Alliance 403(b) Retirement Plan's outsized position by total assets
Packard Children's Health Alliance 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$23,332,478 Top 25% higher than 75% 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
Packard Children's Health Alliance 403(b) 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. Packard Children's Health Alliance 403(b) Retirement Plan sits mid-pack in the medium band (371 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Packard Children's Health Alliance 403(b) Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Packard Children's Health Alliance 403(b) Retirement Plan end-of-year assets rose from $18M in the plan year 2022 filing to $23M in the plan year 2023 filing.
- Packard Children's Health Alliance 403(b) Retirement Plan reported participants rose from 358 in the plan year 2022 filing to 371 in the plan year 2023 filing.
DOL schedule card
Filing strip 320359189 · Packard Children's Health Alliance PY 2023 · Other
Packard Children's Health Alliance 403(b) Retirement Plan · $23M · 371 · 75th
- NET $23M
- NET 371
- NET 75th
- NET Other
- NET near Cincinnati Museum Center Retirement Plan
- NET ind #14021
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 →
Packard Children's Health Alliance 403(b) Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | $5M |
| Employer EIN | 320359189 |
| Plan Effective Date | 2012-06-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Packard Children's Health Alliance)
Sponsor-wide plan assets over time
All Packard Children's Health Alliance plans reported in each filing year
- Latest sponsor-wide plan assets
- $28M 52.84648673092077% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 358 | $18M |
| 2023 | 1 | 371 | $23M |
| 2024 | 1 | 370 | $28M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $11.0B · 21,674
- Sutter Health 403(b) Savings Plan $6.5B · 50,273
- Stanford Health Care Retirement Savings Plan $5.8B · 22,681
- Caltech Base Retirement Plan $4.8B · 10,682
- University of Southern California Tax-Deferred Annuity Plan $4.3B · 21,764
Packard Children's Health Alliance 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Cincinnati Museum Center Retirement Plan in OH ($23M); by covered participants it is 403(b) Tax Deferred Annuity Plan for Employees of Variety Child Learning Center in NY (371 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
Similar participant headcount
Nearest other-state filings by covered participants (371 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.