Other · DOL Form 5500 · 2023

Axis Community Health, Inc. Retirement Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
191
Participants Below avg headcount
58th
Percentile by assets National rank
$50,434
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Axis Community Health, Inc. 403(b) Plan · Sponsored by Axis Community Health, Inc. · California · Healthcare & Social Assistance

$10M in assets, 191 participants

Axis Community Health, Inc.'s Axis Community Health, Inc. 403(b) Plan reported $10M in total assets and 191 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #11,216 in Healthcare & Social Assistance (17,684 peers)

Coverage in California

Axis Community Health, Inc. 403(b) Plan covers 191 participants in California, about 30% of the average California filer (state average ~630 per filing). Assets: $10M.

#11,216
in Healthcare & Social Assistance (17,684 peers)
+38.6%
assets growth YoY

Axis Community Health, Inc. 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Axis Community Health, Inc. 403(b) Plan vs every filed plan by assets

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

$9,632,951 Top 42% higher than 58% 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

Axis Community Health, Inc. 403(b) 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. Axis Community Health, Inc. 403(b) Plan sits mid-pack in the medium band (191 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Axis Community Health, Inc. 403(b) Plan reported net income rose from -$1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Axis Community Health, Inc. 403(b) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Axis Community Health, Inc. 403(b) Plan reported participants rose from 185 in the plan year 2022 filing to 191 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 942232394 · Axis Community Health, Inc. PY 2023 · Other

Axis Community Health, Inc. 403(b) Plan · $10M · 191 · 58th

  • SCH $10M
  • EBSA 191
  • PART 58th
  • TYPE Other
  • NET near 403b Thrift Plan for Employees of Methodist Home for Children
  • BOOK ind #11216

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 →

Axis Community Health, Inc. 403(b) Plan in the asset neighbourhood

The Hill at Whitemarsh 403(b) Retirement PlanThe Hill at Whitemarsh 403(b…$10MGirl Scouts of San Jacinto Council 401(k) Profit Sharing PlanGirl Scouts of San Jacinto C…$10M403b Thrift Plan for Employees of Methodist Home for Children403b Thrift Plan for Employe…$10MAxis Community Health, Inc. 403(b) PlanAxis Community Health, Inc. …$10MGreater Bergen Comm Action Inc. Tsa PlanGreater Bergen Comm Action I…$10M
End-of-year total assets ($M) among Axis Community Health, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$10M
Net Income$3M
Employer EIN942232394
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Axis Community Health, Inc.)

Sponsor-wide plan assets over time

All Axis Community Health, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 71.03433647288426% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $6.95M $11.9M ▲ +71.1%
Year Plans Participants Total Assets
2022 1 185 $7M
2023 1 191 $10M
2024 1 197 $12M

Nearby Other Plans in California

Peer Other plans, same state, same plan type, ranked by total assets.

Axis Community Health, Inc. 403(b) Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Axis Community Health, Inc. 403(b) Plan, Total assets ($B): 0.009632951 · Participants: 191Axis Community Health, Inc. 403(b) 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
Axis Community Health, Inc. 403(b) Plan vs. nearby Other plans in California, assets vs. participants

Axis Community Health, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is 403b Thrift Plan for Employees of Methodist Home for Children in NC ($10M); by covered participants it is 403 (B) Thrift Plan of Girl Scouts of Northeast Texas in TX (191 participants). Same-state nearby plans are listed separately above.

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 Axis Community Health, Inc. 403(b) Plan assets move in 2023?
Axis Community Health, Inc. 403(b) Plan surged - up 38.6% during 2023, from $7M to $10M. Reported net income was $3M.
How have Axis Community Health, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Axis Community Health, Inc.'s sponsor-wide assets grew 71.0%, from $7M to $12M.
Which Other plans are similar in size to Axis Community Health, Inc. 403(b) Plan?
Among Other plans in other states, the closest by assets is 403b Thrift Plan for Employees of Methodist Home for Children in NC ($10M, 258 participants).
Which Other plans cover a similar participant headcount to Axis Community Health, Inc. 403(b) Plan?
Among Other plans in other states, the closest by covered participants is 403 (B) Thrift Plan of Girl Scouts of Northeast Texas in TX (191 participants, $9M in assets).