Profit Sharing · DOL Form 5500 · 2024

Santa Rosa Community Health Centers Profit Sharing Plan

Data updated 2026-07-24

$34M
Total assets: 617
Participants: 79th
Percentile by assets: $55,401
Avg per participant

Official DOL plan name: Santa Rosa Community Health Centers 403(b) Plan · Sponsored by Santa Rosa Community Health Centers · California · Healthcare & Social Assistance

$34M in assets, 617 participants

Santa Rosa Community Health Centers's Santa Rosa Community Health Centers 403(b) Plan reported $34M in total assets and 617 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

79th percentile by assets (of 116,472 plans)

Where Santa Rosa Community Health Centers 403(b) Plan sits by assets

Santa Rosa Community Health Centers 403(b) Plan sits in the top quartile of all filed plans by assets, $34M for 617 participants (~$55,401/participant), up 18.5% in 2024.

$34M
total plan assets (2024 EOY): 617
covered participants: 79th
percentile by assets (of 116,472 plans): $55,401
avg assets per participant

Santa Rosa Community Health Centers 403(b) Plan reported participants rose from 283 in the plan year 2023 filing to 617 in the plan year 2024 filing.
Santa Rosa Community Health Centers 403(b) Plan end-of-year assets rose from $29M in the plan year 2023 filing to $34M in the plan year 2024 filing.
Santa Rosa Community Health Centers 403(b) Plan reported net income fell from $6M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

California

Industry

Healthcare & Social Assistance

Santa Rosa Community Health Centers 403(b) Plan vs the 2024 asset distribution

By assets, Santa Rosa Community Health Centers 403(b) Plan outranks 79% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.3x the national average plan size of $100M (730 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$29M
Net Assets (End of Year)	$34M
Net Income	$5M
Employer EIN	680365296
Plan Effective Date	2002-10-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Santa Rosa Community Health Centers)

Total plan assets by year, all Santa Rosa Community Health Centers plans on file

Year	Plans	Participants	Total Assets
2022	1	515	$23M
2023	1	283	$29M
2024	1	617	$34M

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Santa Rosa Community Health Centers 403(b) Plan vs. nearby Profit Sharing plans in California, assets vs. participants

Scpmg Keogh Plan $7.9B · 10,749
Intel Retirement Contribution Plan $7.3B · 19,044
Motion Picture Industry Individual Account Plan $6.2B · 67,842
Memorialcare Retirement Plan $1.4B · 4,491
Disney Retirement Savings Plan $1.4B · 36,338

Compare Santa Rosa Community Health Centers 403(… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Santa Rosa Community Health Centers 403(b) Plan by total assets, not by location.

The Geneva Foundation 403(b) Plan (WA) $34M · 388
Lowenstein Sandler 2016 Profit Sharing Plan (NJ) $34M · 287
Ben Hill Griffin, Inc. Employees' Profit Sharing Plan and Trust Agreement (FL) $34M · 138
Lansing Local #826 Glaziers' Retirement Trust Fund (MI) $34M · 106

Frequently Asked Questions

How did Santa Rosa Community Health Centers 403(b) Plan assets move in 2024? ▼

Santa Rosa Community Health Centers 403(b) Plan grew sharply - up 18.5% during 2024, from $29M to $34M. Reported net income was $5M.

How have Santa Rosa Community Health Centers plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Santa Rosa Community Health Centers's sponsor-wide assets grew 47.8%, from $23M to $34M.

Where does Santa Rosa Community Health Centers 403(b) Plan rank by assets among Form 5500 filers? ▼

Santa Rosa Community Health Centers 403(b) Plan ranks in the 79th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).

Which Profit Sharing plans are similar in size to Santa Rosa Community Health Centers 403(b) Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is The Geneva Foundation 403(b) Plan in WA ($34M, 388 participants).

Next read for Santa Rosa Community Health Centers 403(…

Scale reading

Ways to act on Santa Rosa Community Health Centers 403(b) Plan's numbers.

By total assets, Santa Rosa Community Health Centers 403(b) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Profit Sharing plans in California. Compare plans
Santa Rosa Community Health Centers's sponsor-wide assets have grown 47.8% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 680365296.

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.