Other · DOL Form 5500 · 2023
Northeast Valley Health Corporation Retirement Plan
Data updated 2026-08-25
- $84M
- Total assets Below avg plan size
- 998
- Participants Near avg headcount
- 90th
- Percentile by assets National rank
- $83,697
- Avg per participant Below avg balance/head
Official DOL plan name: Northeast Valley Health Corporation 403(b) Plan · Sponsored by Northeast Valley Health Corporation · California · Healthcare & Social Assistance
$84M in assets, 998 participants
Northeast Valley Health Corporation's Northeast Valley Health Corporation 403(b) Plan reported $84M in total assets and 998 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.
- #16,159 in Healthcare & Social Assistance (17,684 peers)
Where Northeast Valley Health Corporation 403(b) Plan sits by assets
Northeast Valley Health Corporation 403(b) Plan sits in the top 10% of all filed plans by assets, $84M for 998 participants (~$83,697/participant), up 21.7% in 2023.
- #16,159
- in Healthcare & Social Assistance (17,684 peers)
- +21.7%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Northeast Valley Health Corporation 403(b) Plan's outsized position by total assets
Northeast Valley Health Corporation 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$83,529,232 Top 10% higher than 90% 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
Northeast Valley Health Corporation 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. Northeast Valley Health Corporation 403(b) Plan sits mid-pack in the medium band (998 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Northeast Valley Health Corporation 403(b) Plan reported net income rose from -$7M in the plan year 2022 filing to $15M in the plan year 2023 filing.
- Northeast Valley Health Corporation 403(b) Plan end-of-year assets rose from $69M in the plan year 2022 filing to $84M in the plan year 2023 filing.
- Northeast Valley Health Corporation 403(b) Plan reported participants fell from 1,136 in the plan year 2022 filing to 998 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 237120632 · Northeast Valley Health Corporation PY 2023 · Other
Northeast Valley Health Corporation 403(b) Plan · $84M · 998 · 90th
- NET $84M
- NET 998
- NET 90th
- NET Other
- NET near Albany Law School Retirement Plan
- NET ind #16159
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 →
Northeast Valley Health Corporation 403(b) Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $69M |
|---|---|
| Net Assets (End of Year) | $84M |
| Net Income | $15M |
| Employer EIN | 237120632 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Northeast Valley Health Corporation)
Sponsor-wide plan assets over time
All Northeast Valley Health Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $98M 42.6012996055344% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,136 | $69M |
| 2023 | 1 | 998 | $84M |
| 2024 | 1 | 1,074 | $98M |
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
Northeast Valley Health Corporation 403(b) Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Albany Law School Retirement Plan in NY ($84M); by covered participants it is Baruch 403(b) Plan in MI (998 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($84M here).
- Albany Law School Retirement Plan (NY) $84M · 117
- Chmc Anesthesia Foundation, Inc. 403(b) Plan (MA) $83M · 153
- Habitat for Humanity 403(b) Plan (GA) $84M · 659
- Dwight Englewood School 403(b) Retirement Savings Plan (NJ) $84M · 265
Similar participant headcount
Nearest other-state filings by covered participants (998 participants); asset peers above are excluded.
- Baruch 403(b) Plan (MI) 998 · 0 off
- Colgate University Defined Contribution Retirement (NY) 997 · 1 off
- The University of Tampa Defined Contribution Retirement Plan (FL) 997 · 1 off
- Fairleigh Dickinson University Defined Contribution Plan (NJ) 1,000 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.