Profit Sharing · DOL Form 5500 · 2024

Stanford Health Care Tri-Valley Profit Sharing Plan

Data updated 2026-07-24

$150M
Total assets: 1,685
Participants: 93rd
Percentile by assets: $89,004
Avg per participant

Official DOL plan name: Stanford Health Care Tri-Valley 403(b) Plan · Sponsored by Stanford Health Care Tri-Valley · California · Healthcare & Social Assistance

$150M in assets, 1,685 participants

Stanford Health Care Tri-Valley's Stanford Health Care Tri-Valley 403(b) Plan reported $150M in total assets and 1,685 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.

93rd percentile by assets (of 116,472 plans)

Coverage in California

Stanford Health Care Tri-Valley 403(b) Plan covers 1,685 participants in California, 2.6x the typical California plan (state average ~637 per filing). Assets: $150M.

$150M
total plan assets (2024 EOY): 1,685
covered participants: 93rd
percentile by assets (of 116,472 plans): $89,004
avg assets per participant

Stanford Health Care Tri-Valley 403(b) Plan end-of-year assets rose from $116M in the plan year 2023 filing to $150M in the plan year 2024 filing.
Stanford Health Care Tri-Valley 403(b) Plan reported participants rose from 1,498 in the plan year 2023 filing to 1,685 in the plan year 2024 filing.
Stanford Health Care Tri-Valley 403(b) Plan reported net income rose from $33M in the plan year 2023 filing to $34M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

California

Industry

Healthcare & Social Assistance

Participants vs California filers

In California, the average filing covers about 637 participants across 14,392 plans. Stanford Health Care Tri-Valley 403(b) Plan reports 1,685 participants - 2.6x that state average ($150M EOY assets).

California filing particulars

Total Assets (Beginning of Year)	$116M
Net Assets (End of Year)	$150M
Net Income	$34M
Employer EIN	941429628
Plan Effective Date	2018-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Stanford Health Care Tri-Valley)

Total plan assets by year, all Stanford Health Care Tri-Valley plans on file

Year	Plans	Participants	Total Assets
2022	2	2,183	$121M
2023	2	2,272	$157M
2024	2	2,445	$194M

Nearby Profit Sharing Plans in California

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

Stanford Health Care Tri-Valley 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 Stanford Health Care Tri-Valley 403(b) P… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Stanford Health Care Tri-Valley 403(b) Plan by total assets, not by location.

Pmta/Ila - Defined Contribution Pension Plan (PA) $150M · 952
Wilson Tool International, Inc. Profit Sharing Plan (MN) $150M · 541
Sheet Metal, Air, Rail Transportation Local No.27 (NJ) $148M · 1,039
Choate, Hall & Stewart LLP Tax Deferred Savings Plan (MA) $148M · 300

Frequently Asked Questions

How did Stanford Health Care Tri-Valley 403(b) Plan assets move in 2024? ▼

Stanford Health Care Tri-Valley 403(b) Plan grew sharply - up 28.9% during 2024, from $116M to $150M. Reported net income was $34M.

How have Stanford Health Care Tri-Valley plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Stanford Health Care Tri-Valley's sponsor-wide assets grew 60.6%, from $121M to $194M.

Where does Stanford Health Care Tri-Valley 403(b) Plan rank by assets among Form 5500 filers? ▼

Stanford Health Care Tri-Valley 403(b) Plan ranks in the 93rd percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).

Which Profit Sharing plans are similar in size to Stanford Health Care Tri-Valley 403(b) Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is Pmta/Ila - Defined Contribution Pension Plan in PA ($150M, 952 participants).

Next read for Stanford Health Care Tri-Valley 403(b) P…

Filing takeaways

Ways to act on Stanford Health Care Tri-Valley 403(b) Plan's numbers.

By total assets, Stanford Health Care Tri-Valley 403(b) Plan ranks in the top 10% 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
Stanford Health Care Tri-Valley's sponsor-wide assets have grown 60.6% 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 941429628.

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.