Profit Sharing · DOL Form 5500 · 2024

Stanford Health Care Tri-Valley Profit Sharing Plan

Data updated 2026-08-25

$150M
Total assets Near avg plan size
1,685
Participants Near avg headcount
93rd
Percentile by assets National rank
$89,004
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

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.

  • #15,865 in Healthcare & Social Assistance (16,916 peers)

Coverage in California

Stanford Health Care Tri-Valley 403(b) Plan covers 1,685 participants in California, 2.7x the typical California plan (state average ~630 per filing). Assets: $150M.

#15,865
in Healthcare & Social Assistance (16,916 peers)
+28.9%
assets growth YoY
1.5×
vs typical plan assets (national mean)

Stanford Health Care Tri-Valley 403(b) Plan's outsized position by total assets

Stanford Health Care Tri-Valley 403(b) Plan vs every filed plan by assets

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

$149,972,448 Top 7% higher than 93% 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

Stanford Health Care Tri-Valley 403(b) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stanford Health Care Tri-Valley 403(b) Plan lands in the large band (1,685 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 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 →

Published 5500 schedule card

Filing strip 941429628 · Stanford Health Care Tri-Valley PY 2024 · Profit Sharing

Stanford Health Care Tri-Valley 403(b) Plan · $150M · 1,685 · 93rd

  • TYPE $150M
  • NET 1,685
  • BOOK 93rd
  • VS-ST Profit Sharing
  • BOY near Pointers, Cleaners & Caulkers Annuity Fund
  • SCH ind #15865

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 →

Stanford Health Care Tri-Valley 403(b) Plan in the asset neighbourhood

Pmta/Ila - Defined Contribution Pension PlanPmta/Ila - Defined Contribut…$150MPointers, Cleaners & Caulkers Annuity FundPointers, Cleaners & Caulker…$150MStanford Health Care Tri-Valley 403(b) PlanStanford Health Care Tri-Val…$150MWilson Tool International, Inc. Profit Sharing PlanWilson Tool International, I…$150MSheet Metal, Air, Rail Transportation Local No.27Sheet Metal, Air, Rail Trans…$148M
End-of-year total assets ($M) among Stanford Health Care Tri-Valley 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$116M
Net Assets (End of Year)$150M
Net Income$34M
Employer EIN941429628
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stanford Health Care Tri-Valley)

Sponsor-wide plan assets over time

All Stanford Health Care Tri-Valley plans reported in each filing year

Latest sponsor-wide plan assets
$194M 60.59749533853547% vs 2022
2024 filing year
$100M$150M$200M$250M 202220232024 $121M $194M ▲ +60.6%
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 Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Stanford Health Care Tri-Valley 403(b) Plan, Total assets ($B): 0.149972448 · Participants: 1685Stanford Health Care Tri-Valley 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
Stanford Health Care Tri-Valley 403(b) Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Stanford Health Care Tri-Valley 403(b) Plan side-by-side with 3 peers →

Stanford Health Care Tri-Valley 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Pointers, Cleaners & Caulkers Annuity Fund in NY ($150M); by covered participants it is Jj Keller & Associates, Inc. Employees' Profit Sharing Retirement Plan in WI (1,694 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,685 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 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 123,622 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 Pointers, Cleaners & Caulkers Annuity Fund in NY ($150M, 2,343 participants).
Which Profit Sharing plans cover a similar participant headcount to Stanford Health Care Tri-Valley 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Jj Keller & Associates, Inc. Employees' Profit Sharing Retirement Plan in WI (1,694 participants, $127M 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 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.