401(k) · DOL Form 5500 · 2023

Santa Cruz Community Health Centers 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
192
Participants Below avg headcount
54th
Percentile by assets National rank
$42,781
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Santa Cruz Community Health Centers 401(k) Profit Sharing Plan · Sponsored by Santa Cruz Community Health Centers · California · Healthcare & Social Assistance

$8M in assets, 192 participants

Santa Cruz Community Health Centers's Santa Cruz Community Health Centers 401(k) Profit Sharing Plan reported $8M in total assets and 192 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.

  • #10,594 in Healthcare & Social Assistance (17,684 peers)

Coverage in California

Santa Cruz Community Health Centers 401(k) Profit Sharing Plan covers 192 participants in California, about 30% of the average California filer (state average ~630 per filing). Assets: $8M.

#10,594
in Healthcare & Social Assistance (17,684 peers)
+36.9%
assets growth YoY

Santa Cruz Community Health Centers 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Santa Cruz Community Health Centers 401(k) Profit Sharing Plan vs every filed plan by assets

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

$8,213,986 Top 46% higher than 54% 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

Santa Cruz Community Health Centers 401(k) Profit Sharing 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. Santa Cruz Community Health Centers 401(k) Profit Sharing Plan sits mid-pack in the medium band (192 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Santa Cruz Community Health Centers 401(k) Profit Sharing Plan reported net income rose from $48K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Santa Cruz Community Health Centers 401(k) Profit Sharing Plan end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Santa Cruz Community Health Centers 401(k) Profit Sharing Plan reported participants rose from 164 in the plan year 2022 filing to 192 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 237428303 · Santa Cruz Community Health Centers PY 2023 · 401(k)

Santa Cruz Community Health Centers 401(k) Profit Sharing Plan · $8M · 192 · 54th

  • BOY $8M
  • SCH 192
  • EBSA 54th
  • PART 401(k)
  • TYPE near Baltimore Country Club 401(k) Plan
  • NET ind #10594

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 →

Santa Cruz Community Health Centers 401(k) Profit Sharing Plan in the asset neighbourhood

Santa Cruz Community Health Centers 401(k) Profit Sharing PlanSanta Cruz Community Health …$8MBaltimore Country Club 401(k) PlanBaltimore Country Club 401(k…$8MFrank Leta Holding Co. 401(k) PlanFrank Leta Holding Co. 401(k…$8MErica Lane Enterprises, Inc. 401(k) PlanErica Lane Enterprises, Inc.…$8MYoder Lumber Company, Inc. 401(k) PlanYoder Lumber Company, Inc. 4…$8M
End-of-year total assets ($M) among Santa Cruz Community Health Centers 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN237428303
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Santa Cruz Community Health Centers)

Sponsor-wide plan assets over time

All Santa Cruz Community Health Centers plans reported in each filing year

Latest sponsor-wide plan assets
$10M 63.78988624121342% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $6M $9.83M ▲ +63.8%
Year Plans Participants Total Assets
2022 1 164 $6M
2023 1 192 $8M
2024 1 213 $10M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Santa Cruz Community Health Centers 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Santa Cruz Community Health Centers 401(k) Profit Sharing Plan, Total assets ($B): 0.008213986 · Participants: 192Santa Cruz Community Health Centers 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Santa Cruz Community Health Centers 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Santa Cruz Community Health Centers 401(k) Profit Sharing Plan side-by-side with 3 peers →

Santa Cruz Community Health Centers 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Baltimore Country Club 401(k) Plan in MD ($8M); by covered participants it is T Enterprises 401(k) Plan in MS (192 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (192 participants); asset peers above are excluded.

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 Santa Cruz Community Health Centers 401(k) Profit Sharing Plan assets move in 2023? ▼
Santa Cruz Community Health Centers 401(k) Profit Sharing Plan surged - up 36.9% during 2023, from $6M to $8M. Reported net income was $2M.
How have Santa Cruz Community Health Centers plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Santa Cruz Community Health Centers's sponsor-wide assets grew 63.8%, from $6M to $10M.
Which 401(k) plans are similar in size to Santa Cruz Community Health Centers 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Baltimore Country Club 401(k) Plan in MD ($8M, 145 participants).
Which 401(k) plans cover a similar participant headcount to Santa Cruz Community Health Centers 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is T Enterprises 401(k) Plan in MS (192 participants, N/A in assets).

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 237428303.

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.