Profit Sharing · DOL Form 5500 · 2024

Stanford Health Care Tri-Valley Profit Sharing Plan

Data updated 2026-08-06

$44M
Total assets: 760
Participants: 83rd
Percentile by assets: $57,301
Avg per participant

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.

83rd percentile by assets (of 116,472 plans)

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.

$44M
total plan assets (2024 EOY): 760
covered participants: 83rd
percentile by assets (of 116,472 plans): $57,301
avg assets per participant

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.

See the national 2023→2024 release diff →

State

California

Industry

Healthcare & Social Assistance

Stanford Health Care Tri-Valley Defined Contribution Retirement Plan vs the 2024 asset distribution

By assets, Stanford Health Care Tri-Valley Defined Contribution Retirement Plan outranks 83% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.4x the national average plan size of $100M (730 average participants).

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)

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 Defined Contribution Retirement 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 Defined … 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 Defined Contribution Retirement Plan by total assets, not by location.

Minnesota Ceramic Tile and Allied Trades Retirement Fund (MN) $43M · 419
Doane University Defined Contribution Retirement Plan (NE) $44M · 356
Oak Associates Profit Sharing Plan (OH) $44M · 10
Intermec Fssp Spinoff Plan (NC) $44M · 46

Frequently Asked Questions

How did Stanford Health Care Tri-Valley Defined Contribution Retirement Plan assets move in 2024? ▼

Stanford Health Care Tri-Valley Defined Contribution Retirement Plan grew at a solid clip - up 7.6% during 2024, from $40M to $44M. Reported net income was $3M.

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 Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼

Stanford Health Care Tri-Valley Defined Contribution Retirement Plan ranks in the 83rd 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 Stanford Health Care Tri-Valley Defined Contribution Retirement Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is Minnesota Ceramic Tile and Allied Trades Retirement Fund in MN ($43M, 419 participants).

Next read for Stanford Health Care Tri-Valley Defined …

Scale reading

Ways to act on Stanford Health Care Tri-Valley Defined Contribution Retirement Plan's numbers.

By total assets, Stanford Health Care Tri-Valley Defined Contribution Retirement 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
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.