Other · DOL Form 5500 · 2023
Public Health Institute Retirement Plan
Data updated 2026-08-11
- $246M
- Total assets
- 942
- Participants
- 96th
- Percentile by assets
- $261,053
- Avg per participant
Official DOL plan name: Public Health Institute 403(b) Retirement Plan · Sponsored by Public Health Institute · California · Professional & Technical Services
$246M in assets, 942 participants
Public Health Institute's Public Health Institute 403(b) Retirement Plan reported $246M in total assets and 942 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 127,072 plans)
- #19,640 in Professional & Technical Services (20,321 peers)
Where Public Health Institute 403(b) Retirement Plan sits by assets
Public Health Institute 403(b) Retirement Plan sits in the top 5% of all filed plans by assets, $246M for 942 participants (~$261,053/participant), up 20.0% in 2023.
- $246M
- total plan assets (2023 EOY)
- 942
- covered participants
- 96th
- percentile by assets (of 127,072 plans)
- $261,053
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Public Health Institute 403(b) Retirement Plan reported net income rose from -$21M in the plan year 2022 filing to $41M in the plan year 2023 filing.
- Public Health Institute 403(b) Retirement Plan end-of-year assets rose from $205M in the plan year 2022 filing to $246M in the plan year 2023 filing.
- Public Health Institute 403(b) Retirement Plan reported participants fell from 1,040 in the plan year 2022 filing to 942 in the plan year 2023 filing.
Public Health Institute 403(b) Retirement Plan vs the 2023 asset distribution
By assets, Public Health Institute 403(b) Retirement Plan outranks 96% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.5x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $205M |
|---|---|
| Net Assets (End of Year) | $246M |
| Net Income | $41M |
| Employer EIN | 941646278 |
| Plan Effective Date | 1987-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Public Health Institute)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,040 | $205M |
| 2023 | 1 | 942 | $246M |
| 2024 | 1 | 895 | $276M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
Public Health Institute 403(b) Retirement Plan vs. nearby Other plans in California, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Public Health Institute 403(b) Retirement Plan by total assets, not by location.
- Bsa Match Savings Plan (TX) $246M · 3,923
- Canisius University Retirement Plan for Faculty and Staff (NY) $246M · 636
- Haverford College Defined Contribution Retirement Plan (PA) $247M · 600
- University of Portland Defined Contribution and Tax Deferred Annuity (OR) $247M · 811
Frequently Asked Questions
How did Public Health Institute 403(b) Retirement Plan assets move in 2023? ▼
How have Public Health Institute plan assets changed over time? ▼
Where does Public Health Institute 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Public Health Institute 403(b) Retirement Plan? ▼
Next read for Public Health Institute 403(b) Retiremen…
Scale reading
Ways to act on Public Health Institute 403(b) Retirement Plan's numbers.
- By total assets, Public Health Institute 403(b) Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in California. Compare plans
- Public Health Institute's sponsor-wide assets have grown 34.8% since 2022 across 3 plan years on file. More Professional & Technical Services plans