Profit Sharing · DOL Form 5500 · 2024

Santa Rosa Community Health Centers Profit Sharing Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
617
Participants Below avg headcount
79th
Percentile by assets National rank
$55,401
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

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.

  • #13,926 in Healthcare & Social Assistance (16,916 peers)

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.

#13,926
in Healthcare & Social Assistance (16,916 peers)
+18.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Santa Rosa Community Health Centers 403(b) Plan's outsized position by total assets

Santa Rosa Community Health Centers 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$34,182,299 Top 21% higher than 79% of 123,620 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 2024

Santa Rosa Community Health Centers 403(b) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Santa Rosa Community Health Centers 403(b) Plan sits mid-pack in the medium band (617 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 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 →

DOL schedule card

Filing strip 680365296 · Santa Rosa Community Health Centers PY 2024 · Profit Sharing

Santa Rosa Community Health Centers 403(b) Plan · $34M · 617 · 79th

  • NET $34M
  • BOOK 617
  • VS-ST 79th
  • BOY Profit Sharing
  • SCH near The Geneva Foundation 403(b) Plan
  • EBSA ind #13926

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 Rosa Community Health Centers 403(b) Plan in the asset neighbourhood

Ben Hill Griffin, Inc. Employees' Profit Sharing Plan and Trust AgreementBen Hill Griffin, Inc. Emplo…$34MThe Geneva Foundation 403(b) PlanThe Geneva Foundation 403(b)…$34MSanta Rosa Community Health Centers 403(b) PlanSanta Rosa Community Health …$34MLowenstein Sandler 2016 Profit Sharing PlanLowenstein Sandler 2016 Prof…$34MLansing Local #826 Glaziers' Retirement Trust FundLansing Local #826 Glaziers'…$34M
End-of-year total assets ($M) among Santa Rosa Community Health Centers 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$34M
Net Income$5M
Employer EIN680365296
Plan Effective Date2002-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Santa Rosa Community Health Centers)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$34M 47.80954969679676% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $23.1M $34.2M ▲ +47.8%
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 Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Santa Rosa Community Health Centers 403(b) Plan, Total assets ($B): 0.034182299 · Participants: 617Santa Rosa Community Health Centers 403(b) PlanScpmg Keogh Plan, Total assets ($B): 7.873239427 · Participants: 10749Scpmg Keogh PlanIntel Retirement Contribution Plan, Total assets ($B): 7.29473208 · Participants: 19044Intel Retirement Contribution PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 6.232609737 · Participants: 67842Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.429377 · Participants: 4491Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.420512537 · Participants: 36338Disney Retirement Savings Plan
Santa Rosa Community Health Centers 403(b) Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Santa Rosa Community Health Centers 403(b) Plan side-by-side with 3 peers →

Santa Rosa Community Health Centers 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is The Geneva Foundation 403(b) Plan in WA ($34M); by covered participants it is Bella International Employee Retirement Plan in PR (619 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (617 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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 123,622 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).
Which Profit Sharing plans cover a similar participant headcount to Santa Rosa Community Health Centers 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Bella International Employee Retirement Plan in PR (619 participants, $19M in assets).

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.