Other · DOL Form 5500 · 2023

Public Health Institute Retirement Plan

Data updated 2026-08-25

$246M
Total assets Near avg plan size
942
Participants Near avg headcount
96th
Percentile by assets National rank
$261,053
Avg per participant Above avg balance/head
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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.

  • #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.

#19,640
in Professional & Technical Services (20,321 peers)
+20.0%
assets growth YoY
2.5×
vs typical plan assets (national mean)

Public Health Institute 403(b) Retirement Plan's outsized position by total assets

Public Health Institute 403(b) Retirement Plan vs every filed plan by assets

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

$245,911,614 Top 4% higher than 96% 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

Public Health Institute 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. Public Health Institute 403(b) Retirement Plan sits mid-pack in the medium band (942 participants).

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.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 941646278 · Public Health Institute PY 2023 · Other

Public Health Institute 403(b) Retirement Plan · $246M · 942 · 96th

  • NET $246M
  • NET 942
  • NET 96th
  • NET Other
  • NET near Bsa Match Savings Plan
  • NET ind #19640

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 Professional & Technical Services retirement plans → · Plans in California →

Public Health Institute 403(b) Retirement Plan in the asset neighbourhood

University of Portland Defined Contribution and Tax Deferred AnnuityUniversity of Portland Defin…$247MHaverford College Defined Contribution Retirement PlanHaverford College Defined Co…$247MCanisius University Retirement Plan for Faculty and StaffCanisius University Retireme…$246MPublic Health Institute 403(b) Retirement PlanPublic Health Institute 403(…$246MBsa Match Savings Plan$246M
End-of-year total assets ($M) among Public Health Institute 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$205M
Net Assets (End of Year)$246M
Net Income$41M
Employer EIN941646278
Plan Effective Date1987-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Public Health Institute)

Sponsor-wide plan assets over time

All Public Health Institute plans reported in each filing year

Latest sponsor-wide plan assets
$276M 34.79907413375828% vs 2022
2024 filing year
$150M$200M$250M$300M 202220232024 $205M $276M ▲ +34.8%
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 Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Public Health Institute 403(b) Retirement Plan, Total assets ($B): 0.245911614 · Participants: 942Public Health Institute 403(b) Retirement PlanStanford Contributory Retirement Plan, Total assets ($B): 11.039978863 · Participants: 21674Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 6.533806707 · Participants: 50273Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 5.761504142 · Participants: 22681Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.792181822 · Participants: 10682Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.277911652 · Participants: 21764University of Southern California Tax-Deferred Annuity Plan
Public Health Institute 403(b) Retirement Plan vs. nearby Other plans in California, assets vs. participants
Compare Public Health Institute 403(b) Retirement Plan side-by-side with 3 peers →

Public Health Institute 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Bsa Match Savings Plan in TX ($246M); by covered participants it is Crista Ministries 403(b) Savings Plan in WA (943 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (942 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 Public Health Institute 403(b) Retirement Plan assets move in 2023? ▼
Public Health Institute 403(b) Retirement Plan grew sharply - up 20.0% during 2023, from $205M to $246M. Reported net income was $41M.
How have Public Health Institute plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Public Health Institute's sponsor-wide assets grew 34.8%, from $205M to $276M.
Where does Public Health Institute 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Public Health Institute 403(b) Retirement Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to Public Health Institute 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Bsa Match Savings Plan in TX ($246M, 3,923 participants).
Which Other plans cover a similar participant headcount to Public Health Institute 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Crista Ministries 403(b) Savings Plan in WA (943 participants, $37M 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 941646278.

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.