PUBLIC HEALTH FOUNDATION ENTERPRISES, INC. 403(B) PLAN
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
PUBLIC HEALTH FOUNDATION ENTER
This 401(k) plan holds $179M in total assets and serves 1,960 participants as of 2023. It is sponsored by PUBLIC HEALTH FOUNDATION ENTER in California. The plan reported positive net income of $27M for the year.
What the Filing Says About PUBLIC HEALTH FOUNDATION ENTERPRISES, INC. 403(B) PLAN
PUBLIC HEALTH FOUNDATION ENTERPRISES, INC. 403(B) PLAN is a 401(k) retirement plan sponsored by PUBLIC HEALTH FOUNDATION ENTER, headquartered in California. As of the 2023 Form 5500 filing, the plan reports $179M in total end-of-year assets and covers 1,960 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 952557063, and the plan has been effective since 1972-09-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $152M at the beginning of 2023 to $179M at year-end — a gain of 17.5%. Net assets (after liabilities) closed the year at $179M, with reported net income of $27M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $152M |
| Total Assets (End of Year) | $179M |
| Net Assets (End of Year) | $179M |
| Net Income | $27M |
| Plan Type | 401(k) |
| Employer EIN | 952557063 |
| Plan Effective Date | 1972-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (PUBLIC HEALTH FOUNDATION ENTER)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,489 | $152M |
| 2023 | 1 | 1,960 | $179M |
Nearby 401(k) Plans in California
Peer 401(k) plans — same state, same plan type — ranked by total assets.
- WELLS FARGO & COMPANY 401(K) PLAN $51.8B · 193,919
- GOOGLE LLC 401(K) SAVINGS PLAN $39.0B · 122,867
- ORACLE CORPORATION 401(K) SAVINGS AND INVESTMENT PLAN $26.3B · 63,105
- INTEL 401(K) SAVINGS PLAN $22.2B · 59,863
- APPLE 401(K) PLAN $19.8B · 106,111
Related Data
Guides
Related Data on Other Portals
Frequently Asked Questions
How much money is in the PUBLIC HEALTH FOUNDATION ENTERPRISES, INC. 403(B) PLAN? ▼
What type of plan is PUBLIC HEALTH FOUNDATION ENTERPRISES, INC. 403(B) PLAN? ▼
Who sponsors the PUBLIC HEALTH FOUNDATION ENTERPRISES, INC. 403(B) PLAN? ▼
How did PUBLIC HEALTH FOUNDATION ENTERPRISES, INC. 403(B) PLAN perform in 2023? ▼
Where can I find official filings for PUBLIC HEALTH FOUNDATION ENTERPRISES, INC. 403(B) PLAN? ▼
How does PUBLIC HEALTH FOUNDATION ENTERPRISES, INC. 403(B) PLAN compare to other plans? ▼
Explore PlainRetire
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 952557063.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.