Other · DOL Form 5500 · 2023
Healthright 360 Retirement Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 1,038
- Participants Near avg headcount
- 73rd
- Percentile by assets National rank
- $19,728
- Avg per participant Low balance/head
Official DOL plan name: Healthright 360 403(b) Retirement Plan · Sponsored by Healthright 360 · California · Healthcare & Social Assistance
$20M in assets, 1,038 participants
Healthright 360's Healthright 360 403(b) Retirement Plan reported $20M in total assets and 1,038 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.
- #13,680 in Healthcare & Social Assistance (17,684 peers)
Healthright 360 multi-year trail
Healthright 360's plans moved +37.8% in assets from 2022 to 2024; this filing shows Healthright 360 403(b) Retirement Plan at $20M / 1,038 participants.
- #13,680
- in Healthcare & Social Assistance (17,684 peers)
- +25.0%
- assets growth YoY
Healthright 360 403(b) Retirement Plan's outsized position by total assets
Healthright 360 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$20,477,884 Top 27% higher than 73% 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
Healthright 360 403(b) Retirement Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Healthright 360 403(b) Retirement Plan lands in the large band (1,038 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Healthright 360 403(b) Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Healthright 360 403(b) Retirement Plan end-of-year assets rose from $16M in the plan year 2022 filing to $20M in the plan year 2023 filing.
- Healthright 360 403(b) Retirement Plan reported participants fell from 1,209 in the plan year 2022 filing to 1,038 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 946129071 · Healthright 360 PY 2023 · Other
Healthright 360 403(b) Retirement Plan · $20M · 1,038 · 73rd
- SCH $20M
- SCH 1,038
- SCH 73rd
- SCH Other
- SCH near 403(b) Thrift Plan of Presbyterian Children's Homes and Services
- SCH ind #13680
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 →
Healthright 360 403(b) Retirement Plan in the asset neighbourhood
Healthright 360 multi-year asset trail
Sponsor-wide plan assets over time
All Healthright 360 plans reported in each filing year
- Latest sponsor-wide plan assets
- $32M 37.82048420406321% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,172 | $23M |
| 2023 | 2 | 1,760 | $27M |
| 2024 | 2 | 1,607 | $32M |
Healthright 360 filing trail (2023)
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | $4M |
| Employer EIN | 946129071 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
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
Healthright 360 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is 403(b) Thrift Plan of Presbyterian Children's Homes and Services in TX ($21M); by covered participants it is Mountain Area Health Education Center, Inc. Retirement Plan in NC (1,037 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
- 403(b) Thrift Plan of Presbyterian Children's Homes and Services (TX) $21M · 252
- South Texas College of Law Houston 403(b) Plan (TX) $20M · 325
- Family Counseling Center of Armstrong County Tax Sheltered Annuity Plan (PA) $21M · 179
- Building Blocks Developmental Pre School, Inc. 403(b) Plan (NY) $21M · 159
Similar participant headcount
Nearest other-state filings by covered participants (1,038 participants); asset peers above are excluded.
- Mountain Area Health Education Center, Inc. Retirement Plan (NC) 1,037 · 1 off
- Pressley Ridge Retirement Plan (PA) 1,037 · 1 off
- 401(k) Profit-Sharing Plan for Workforce Business Services, Inc. (FL) 1,037 · 1 off
- IBEW Local No. 86 Annuity Fund (NY) 1,039 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.