Other · DOL Form 5500 · 2023

Northeast Valley Health Corporation Retirement Plan

Data updated 2026-08-11

$84M
Total assets
998
Participants
90th
Percentile by assets
$83,697
Avg per participant
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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.

  • 90th percentile by assets (of 127,072 plans)
  • #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.

$84M
total plan assets (2023 EOY)
998
covered participants
90th
percentile by assets (of 127,072 plans)
$83,697
avg assets per participant

Where Northeast Valley Health Corporation 403(b) Plan sits 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

This plan $0 $2,010,000,000 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

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.

See the national 2022→2023 release diff →

State
California
Industry
Healthcare & Social Assistance

Northeast Valley Health Corporation 403(b) Plan vs the 2023 asset distribution

By assets, Northeast Valley Health Corporation 403(b) Plan outranks 90% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.8x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$69M
Net Assets (End of Year)$84M
Net Income$15M
Employer EIN237120632
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Northeast Valley Health Corporation)

$60M$70M$80M$90M$100M$110M 202220232024 $68.6M $97.9M ▲ +42.6%
Total plan assets by year, all Northeast Valley Health Corporation plans on file
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.

Northeast Valley Health Corporation 403(b) Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Northeast Valley Hea…, Total assets ($B): 0.083529232 · Participants: 998Northeast Valley Hea…Stanford Contributor…, Total assets ($B): 11.039978863 · Participants: 21674Stanford Contributor…Sutter Health 403(b)…, Total assets ($B): 6.533806707 · Participants: 50273Sutter Health 403(b)…Stanford Health Care…, Total assets ($B): 5.761504142 · Participants: 22681Stanford Health Care…Caltech Base Retirem…, Total assets ($B): 4.792181822 · Participants: 10682Caltech Base Retirem…University of Southe…, Total assets ($B): 4.277911652 · Participants: 21764University of Southe…
Northeast Valley Health Corporation 403(b) Plan vs. nearby Other plans in California, assets vs. participants
Compare Northeast Valley Health Corporation 403(… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Northeast Valley Health Corporation 403(b) Plan by total assets, not by location.

Frequently Asked Questions

How did Northeast Valley Health Corporation 403(b) Plan assets move in 2023? ▼
Northeast Valley Health Corporation 403(b) Plan grew sharply - up 21.7% during 2023, from $69M to $84M. Reported net income was $15M.
How have Northeast Valley Health Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Northeast Valley Health Corporation's sponsor-wide assets grew 42.6%, from $69M to $98M.
Where does Northeast Valley Health Corporation 403(b) Plan rank by assets among Form 5500 filers? ▼
Northeast Valley Health Corporation 403(b) Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Northeast Valley Health Corporation 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Albany Law School Retirement Plan in NY ($84M, 117 participants).

Next read for Northeast Valley Health Corporation 403(…

Scale reading

Ways to act on Northeast Valley Health Corporation 403(b) Plan's numbers.

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 237120632.

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.