Other · DOL Form 5500 · 2023
By the Bay Health Retirement Plan
Data updated 2026-08-25
- $31M
- Total assets Below avg plan size
- 397
- Participants Below avg headcount
- 80th
- Percentile by assets National rank
- $78,045
- Avg per participant Below avg balance/head
Official DOL plan name: By the Bay Health 403(b) Plan · Sponsored by By the Bay Health · California · Healthcare & Social Assistance
$31M in assets, 397 participants
By the Bay Health's By the Bay Health 403(b) Plan reported $31M in total assets and 397 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.
- #14,626 in Healthcare & Social Assistance (17,684 peers)
Where By the Bay Health 403(b) Plan sits by assets
By the Bay Health 403(b) Plan sits in the top quartile of all filed plans by assets, $31M for 397 participants (~$78,045/participant), up 19.4% in 2023.
- #14,626
- in Healthcare & Social Assistance (17,684 peers)
- +19.4%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
By the Bay Health 403(b) Plan's outsized position by total assets
By the Bay Health 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$30,983,728 Top 20% higher than 80% 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
By the Bay Health 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. By the Bay Health 403(b) Plan sits mid-pack in the medium band (397 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- By the Bay Health 403(b) Plan reported net income rose from -$2M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- By the Bay Health 403(b) Plan end-of-year assets rose from $26M in the plan year 2022 filing to $31M in the plan year 2023 filing.
- By the Bay Health 403(b) Plan reported participants fell from 426 in the plan year 2022 filing to 397 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 942890791 · By the Bay Health PY 2023 · Other
By the Bay Health 403(b) Plan · $31M · 397 · 80th
- PCT $31M
- PCT 397
- PCT 80th
- PCT Other
- PCT near Kingswood Oxford School, Inc. Tax Deferred Annuity Plan
- PCT ind #14626
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 →
By the Bay Health 403(b) Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $31M |
| Net Income | $5M |
| Employer EIN | 942890791 |
| Plan Effective Date | 2008-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (By the Bay Health)
Sponsor-wide plan assets over time
All By the Bay Health plans reported in each filing year
- Latest sponsor-wide plan assets
- $34M 31.943308049249524% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 426 | $26M |
| 2023 | 1 | 397 | $31M |
| 2024 | 1 | 387 | $34M |
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
By the Bay Health 403(b) Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Kingswood Oxford School, Inc. Tax Deferred Annuity Plan in CT ($31M); by covered participants it is Horace Mann School Retirement and Savings Plan in NY (397 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($31M here).
Similar participant headcount
Nearest other-state filings by covered participants (397 participants); asset peers above are excluded.
- Horace Mann School Retirement and Savings Plan (NY) 397 · 0 off
- Greenwich Country Day School Defined Contribution Plan (CT) 397 · 0 off
- Hostelling International USA Retirement Plan (MD) 397 · 0 off
- Bello Machre, Inc 403(b) Plan (MD) 397 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.