Profit Sharing · DOL Form 5500 · 2023
Healthright 360 Profit Sharing Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 722
- Participants Near avg headcount
- 51st
- Percentile by assets National rank
- $9,647
- Avg per participant Low balance/head
Official DOL plan name: Healthright 360 Profit Sharing Plan · Sponsored by Healthright 360 · California · Healthcare & Social Assistance
$7M in assets, 722 participants
Healthright 360's Healthright 360 Profit Sharing Plan reported $7M in total assets and 722 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.
- #9,941 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 Profit Sharing Plan at $7M / 722 participants.
- #9,941
- in Healthcare & Social Assistance (17,684 peers)
- +0.8%
- assets growth YoY
Healthright 360 Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Healthright 360 Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$6,964,786 Top 49% higher than 51% 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 Profit Sharing 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. Healthright 360 Profit Sharing Plan sits mid-pack in the medium band (722 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Healthright 360 Profit Sharing Plan reported net income rose from -$948K in the plan year 2022 filing to $52K in the plan year 2023 filing.
- Healthright 360 Profit Sharing Plan reported participants fell from 963 in the plan year 2022 filing to 722 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 946129071 · Healthright 360 PY 2023 · Profit Sharing
Healthright 360 Profit Sharing Plan · $7M · 722 · 51st
- 5500 $7M
- 5500 722
- 5500 51st
- 5500 Profit Sharing
- 5500 near Roseland Community Hospital Tax Deferred Annuity Plan
- 5500 ind #9941
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 Profit Sharing 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) | $7M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $52K |
| Employer EIN | 946129071 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in California
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Intel Retirement Contribution Plan $7.2B · 21,513
- Scpmg Keogh Plan $6.8B · 10,125
- Motion Picture Industry Individual Account Plan $5.9B · 71,071
- Memorialcare Retirement Plan $1.3B · 4,728
- Disney Retirement Savings Plan $1.1B · 37,110
Healthright 360 Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside California, the nearest Profit Sharing by assets is Roseland Community Hospital Tax Deferred Annuity Plan in IL ($7M); by covered participants it is Marlborough Hospital Defined Contribution Plan in MA (720 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (722 participants); asset peers above are excluded.
- Marlborough Hospital Defined Contribution Plan (MA) 720 · 2 off
- Marana Health Center, Inc. 403b Plan (AZ) 725 · 3 off
- New Visions for Public Schools 403(b) Plan (NY) 719 · 3 off
- Claxton-Hepburn Medical Center 403b Retirement Plan (NY) 725 · 3 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.