Other · DOL Form 5500 · 2024
Adelante Healthcare, Inc. Retirement Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 763
- Participants Near avg headcount
- 69th
- Percentile by assets National rank
- $24,456
- Avg per participant Low balance/head
Official DOL plan name: Adelante Healthcare 403(b) Retirement Plan · Sponsored by Adelante Healthcare, Inc. · Arizona · Healthcare & Social Assistance
$19M in assets, 763 participants
Adelante Healthcare, Inc.'s Adelante Healthcare 403(b) Retirement Plan reported $19M in total assets and 763 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.
- #12,463 in Healthcare & Social Assistance (16,916 peers)
Adelante Healthcare, Inc. multi-year trail
Adelante Healthcare, Inc.'s plans moved +12.2% in assets from 2022 to 2024; this filing shows Adelante Healthcare 403(b) Retirement Plan at $19M / 763 participants.
- #12,463
- in Healthcare & Social Assistance (16,916 peers)
- -0.4%
- assets change YoY
The plan reported a net loss of $73K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Adelante Healthcare 403(b) Retirement Plan's outsized position by total assets
Adelante Healthcare 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$18,659,998 Top 31% higher than 69% 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
Adelante Healthcare 403(b) 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. Adelante Healthcare 403(b) Retirement Plan sits mid-pack in the medium band (763 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Adelante Healthcare 403(b) Retirement Plan reported net income fell from $2M in the plan year 2023 filing to -$73K in the plan year 2024 filing.
- Adelante Healthcare 403(b) Retirement Plan reported participants fell from 1,020 in the plan year 2023 filing to 763 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 860377821 · Adelante Healthcare, Inc. PY 2024 · Other
Adelante Healthcare 403(b) Retirement Plan · $19M · 763 · 69th
- PCT $19M
- PCT 763
- PCT 69th
- PCT Other
- PCT near Bienvivir Senior Health Services Employer Tda Program
- PCT ind #12463
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 Arizona →
Adelante Healthcare 403(b) Retirement Plan in the asset neighbourhood
Adelante Healthcare, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Adelante Healthcare, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 12.192176440674562% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 738 | $17M |
| 2023 | 1 | 1,020 | $19M |
| 2024 | 1 | 763 | $19M |
Adelante Healthcare, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | -$73K |
| Employer EIN | 860377821 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Arizona
Peer Other plans, same state, same plan type, ranked by total assets.
- Honor Health 403(b) Retirement Security Plan $1.2B · 14,781
- Operating Engineers Local 428 Annuity Trust Fund $313M · 7,789
- El Rio Santa Cruz Neighborhood Health Center, Inc. Retirement Plan $180M · 1,976
- Banner Health Employees 403(b) Plan $173M · 11,316
- Kingman Healthcare, Inc. 403(b) Retirement Plan $114M · 1,897
Adelante Healthcare 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Arizona, the nearest Other by assets is Bienvivir Senior Health Services Employer Tda Program in TX ($19M); by covered participants it is Local Union 317 Electrical Pension Plan in WV (763 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
Similar participant headcount
Nearest other-state filings by covered participants (763 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.