401(k) · DOL Form 5500 · 2023
Public Health Foundation Enter 401(k) Plan
Data updated 2026-08-25
- $179M
- Total assets Near avg plan size
- 1,960
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $91,137
- Avg per participant Below avg balance/head
Official DOL plan name: Public Health Foundation Enterprises, Inc. 403(b) Plan · Sponsored by Public Health Foundation Enter · California · Other Services
$179M in assets, 1,960 participants
Public Health Foundation Enter's Public Health Foundation Enterprises, Inc. 403(b) Plan reported $179M in total assets and 1,960 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.
- #7,720 in Other Services (7,857 peers)
Coverage in California
Public Health Foundation Enterprises, Inc. 403(b) Plan covers 1,960 participants in California, 3.1x the typical California plan (state average ~630 per filing). Assets: $179M.
- #7,720
- in Other Services (7,857 peers)
- +17.5%
- assets growth YoY
- 1.8×
- vs typical plan assets (national mean)
Public Health Foundation Enterprises, Inc. 403(b) Plan's outsized position by total assets
Public Health Foundation Enterprises, Inc. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$178,627,576 Top 6% higher than 94% 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
Public Health Foundation Enterprises, Inc. 403(b) Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Public Health Foundation Enterprises, Inc. 403(b) Plan lands in the large band (1,960 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Public Health Foundation Enterprises, Inc. 403(b) Plan reported participants fell from 2,489 in the plan year 2022 filing to 1,960 in the plan year 2023 filing.
- Public Health Foundation Enterprises, Inc. 403(b) Plan end-of-year assets rose from $152M in the plan year 2022 filing to $179M in the plan year 2023 filing.
- Public Health Foundation Enterprises, Inc. 403(b) Plan reported net income fell from $27M in the plan year 2022 filing to $27M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 952557063 · Public Health Foundation Enter PY 2023 · 401(k)
Public Health Foundation Enterprises, Inc. 403(b) Plan · $179M · 1,960 · 94th
- EOY $179M
- EOY 1,960
- EOY 94th
- EOY 401(k)
- EOY near 2u, Inc. 401(k) Retirement Plan
- EOY ind #7720
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 Other Services retirement plans → · Plans in California →
Public Health Foundation Enterprises, Inc. 403(b) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $152M |
|---|---|
| Net Assets (End of Year) | $179M |
| Net Income | $27M |
| Employer EIN | 952557063 |
| Plan Effective Date | 1972-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Public Health Foundation Enter)
Sponsor-wide plan assets over time
All Public Health Foundation Enter plans reported in each filing year
- Latest sponsor-wide plan assets
- $200M 31.666884914974347% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,489 | $152M |
| 2023 | 1 | 1,960 | $179M |
| 2024 | 1 | 1,960 | $200M |
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
Public Health Foundation Enterprises, Inc. 403(b) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is 2u, Inc. 401(k) Retirement Plan in MD ($179M); by covered participants it is Molson Coors Consolidated Retirement and Thrift Savings Plan in WI (1,960 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($179M here).
- 2u, Inc. 401(k) Retirement Plan (MD) $179M · 5,251
- Moneygram International, Inc. 401(k) Plan (TX) $179M · 936
- Dominion Energy Ohio Union Savings Plan (VA) $179M · 1,014
- Cantel Medical Retirement Savings Plan (MN) $179M · 1,830
Similar participant headcount
Nearest other-state filings by covered participants (1,960 participants); asset peers above are excluded.
- Molson Coors Consolidated Retirement and Thrift Savings Plan (WI) 1,960 · 0 off
- Hartford Healthcare 401(k) Retirement Savings Plan (CT) 1,960 · 0 off
- Kalispel Tribe of Indians 401(k) Plan (WA) 1,960 · 0 off
- Tunica-Biloxi Indians of Louisiana 401(k) Savings Plan (LA) 1,960 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.