Profit Sharing · DOL Form 5500 · 2024
Stanford Health Care Tri-Valley Profit Sharing Plan
Data updated 2026-08-25
- $44M
- Total assets Below avg plan size
- 760
- Participants Near avg headcount
- 83rd
- Percentile by assets National rank
- $57,301
- Avg per participant Low balance/head
Official DOL plan name: Stanford Health Care Tri-Valley Defined Contribution Retirement Plan · Sponsored by Stanford Health Care Tri-Valley · California · Healthcare & Social Assistance
$44M in assets, 760 participants
Stanford Health Care Tri-Valley's Stanford Health Care Tri-Valley Defined Contribution Retirement Plan reported $44M in total assets and 760 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.
- #14,386 in Healthcare & Social Assistance (16,916 peers)
Where Stanford Health Care Tri-Valley Defined Contribution Retirement Plan sits by assets
Stanford Health Care Tri-Valley Defined Contribution Retirement Plan sits in the top quartile of all filed plans by assets, $44M for 760 participants (~$57,301/participant), up 7.6% in 2024.
- #14,386
- in Healthcare & Social Assistance (16,916 peers)
- +7.6%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Stanford Health Care Tri-Valley Defined Contribution Retirement Plan's outsized position by total assets
Stanford Health Care Tri-Valley Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$43,548,748 Top 17% higher than 83% of 123,620 filed plans
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 Defined Contribution Retirement 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. Stanford Health Care Tri-Valley Defined Contribution Retirement Plan sits mid-pack in the medium band (760 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Stanford Health Care Tri-Valley Defined Contribution Retirement Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Stanford Health Care Tri-Valley Defined Contribution Retirement Plan end-of-year assets rose from $40M in the plan year 2023 filing to $44M in the plan year 2024 filing.
- Stanford Health Care Tri-Valley Defined Contribution Retirement Plan reported participants fell from 774 in the plan year 2023 filing to 760 in the plan year 2024 filing.
DOL schedule card
Filing strip 941429628 · Stanford Health Care Tri-Valley PY 2024 · Profit Sharing
Stanford Health Care Tri-Valley Defined Contribution Retirement Plan · $44M · 760 · 83rd
- RANK $44M
- PHOTO 760
- IND 83rd
- EOY Profit Sharing
- 5500 near Minnesota Ceramic Tile and Allied Trades Retirement Fund
- ASSETS ind #14386
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 Defined Contribution Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $40M |
|---|---|
| Net Assets (End of Year) | $44M |
| Net Income | $3M |
| Employer EIN | 941429628 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING 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
| 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.
- 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
Stanford Health Care Tri-Valley Defined Contribution Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside California, the nearest Profit Sharing by assets is Minnesota Ceramic Tile and Allied Trades Retirement Fund in MN ($43M); by covered participants it is Colorado Laborers and Professional Service Employees Pension Fund in CO (760 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($44M here).
Similar participant headcount
Nearest other-state filings by covered participants (760 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.