401(k) · DOL Form 5500 · 2023

California Health Collaborative 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
104
Participants Small participant base
55th
Percentile by assets National rank
$82,758
Avg per participant Below avg balance/head
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Official DOL plan name: California Health Collaborative Pension Plan · Sponsored by California Health Collaborative · California · Healthcare & Social Assistance

$9M in assets, 104 participants

California Health Collaborative's California Health Collaborative Pension Plan reported $9M in total assets and 104 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

  • #10,775 in Healthcare & Social Assistance (17,684 peers)

Coverage in California

California Health Collaborative Pension Plan covers 104 participants in California, about 17% of the average California filer (state average ~630 per filing). Assets: $9M.

#10,775
in Healthcare & Social Assistance (17,684 peers)
+31.2%
assets growth YoY

California Health Collaborative Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

California Health Collaborative Pension Plan vs every filed plan by assets

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

$8,606,780 Top 45% higher than 55% 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

California Health Collaborative Pension 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. California Health Collaborative Pension Plan sits mid-pack in the medium band (104 participants).

Published 5500 schedule card

Filing strip 942862660 · California Health Collaborative PY 2023 · 401(k)

California Health Collaborative Pension Plan · $9M · 104 · 55th

  • TYPE $9M
  • NET 104
  • BOOK 55th
  • VS-ST 401(k)
  • BOY near Highmark Companies, Inc. Retirement Savings Plan
  • SCH ind #10775

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 →

California Health Collaborative Pension Plan in the asset neighbourhood

California Health Collaborative Pension PlanCalifornia Health Collaborat…$9MHighmark Companies, Inc. Retirement Savings PlanHighmark Companies, Inc. Ret…$9MTri-County Family Medicine, Inc. Retirement PlanTri-County Family Medicine, …$9MMays Housecall Home Health Inc 401(k) Profit Sharing PlanMays Housecall Home Health I…$9MGoodwill Industries of Fort Worth 401(k) PlanGoodwill Industries of Fort …$9M
End-of-year total assets ($M) among California Health Collaborative Pension Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN942862660
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (California Health Collaborative)

Sponsor-wide plan assets over time

All California Health Collaborative plans reported in each filing year

Latest sponsor-wide plan assets
$9M 0.6157935952818592% vs 2023
2024 filing year
$8.6M$8.62M$8.64M$8.66M$8.68M 20232024 $8.61M $8.66M ▲ +0.6%
Year Plans Participants Total Assets
2023 1 104 $9M
2024 1 119 $9M

Nearby 401(k) Plans in California

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

California Health Collaborative Pension Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants California Health Collaborative Pension Plan, Total assets ($B): 0.00860678 · Participants: 104California Health Collaborative Pension 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
California Health Collaborative Pension Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare California Health Collaborative Pension Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Highmark Companies, Inc. Retirement Savings Plan in MN ($9M); by covered participants it is Penn Automotive, Inc. 401(k) Plan in MI (104 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (104 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 California Health Collaborative Pension Plan assets move in 2023? ▼
California Health Collaborative Pension Plan surged - up 31.2% during 2023, from $7M to $9M. Reported net income was $2M.
How have California Health Collaborative plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), California Health Collaborative's sponsor-wide assets grew 0.6%, from $9M to $9M.
Which 401(k) plans are similar in size to California Health Collaborative Pension Plan? ▼
Among 401(k) plans in other states, the closest by assets is Highmark Companies, Inc. Retirement Savings Plan in MN ($9M, 108 participants).
Which 401(k) plans cover a similar participant headcount to California Health Collaborative Pension Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Penn Automotive, Inc. 401(k) Plan in MI (104 participants, N/A 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 942862660.

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.