Other · DOL Form 5500 · 2024
Northeast Valley Health Corporation Retirement Plan
Data updated 2026-08-25
- $98M
- Total assets Below avg plan size
- 1,074
- Participants Near avg headcount
- 90th
- Percentile by assets National rank
- $91,114
- Avg per participant Below avg balance/head
Official DOL plan name: Northeast Valley Health Corporation 403(b) Plan · Sponsored by Northeast Valley Health Corporation · California · Healthcare & Social Assistance
$98M in assets, 1,074 participants
Northeast Valley Health Corporation's Northeast Valley Health Corporation 403(b) Plan reported $98M in total assets and 1,074 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.
- #15,472 in Healthcare & Social Assistance (16,916 peers)
Where Northeast Valley Health Corporation 403(b) Plan sits by assets
Northeast Valley Health Corporation 403(b) Plan sits in the top 10% of all filed plans by assets, $98M for 1,074 participants (~$91,114/participant), up 17.2% in 2024.
- #15,472
- in Healthcare & Social Assistance (16,916 peers)
- +17.2%
- assets growth YoY
- 1.0×
- vs typical plan assets (national mean)
Northeast Valley Health Corporation 403(b) Plan's outsized position by total assets
Northeast Valley Health Corporation 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$97,856,159 Top 10% higher than 90% 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
Northeast Valley Health Corporation 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. Northeast Valley Health Corporation 403(b) Plan lands in the large band (1,074 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Northeast Valley Health Corporation 403(b) Plan end-of-year assets rose from $84M in the plan year 2023 filing to $98M in the plan year 2024 filing.
- Northeast Valley Health Corporation 403(b) Plan reported participants rose from 998 in the plan year 2023 filing to 1,074 in the plan year 2024 filing.
- Northeast Valley Health Corporation 403(b) Plan reported net income fell from $15M in the plan year 2023 filing to $14M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 237120632 · Northeast Valley Health Corporation PY 2024 · Other
Northeast Valley Health Corporation 403(b) Plan · $98M · 1,074 · 90th
- EIN $98M
- EIN 1,074
- EIN 90th
- EIN Other
- EIN near Whitworth University Retirement Plan
- EIN ind #15472
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 →
Northeast Valley Health Corporation 403(b) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $84M |
|---|---|
| Net Assets (End of Year) | $98M |
| Net Income | $14M |
| Employer EIN | 237120632 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Northeast Valley Health Corporation)
Sponsor-wide plan assets over time
All Northeast Valley Health Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $98M 42.6012996055344% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,136 | $69M |
| 2023 | 1 | 998 | $84M |
| 2024 | 1 | 1,074 | $98M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $12.6B · 22,753
- Sutter Health 403(b) Savings Plan $7.6B · 54,954
- Stanford Health Care Retirement Savings Plan $6.9B · 24,152
- Caltech Base Retirement Plan $5.2B · 10,970
- University of Southern California Tax-Deferred Annuity Plan $4.8B · 20,886
Northeast Valley Health Corporation 403(b) Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Whitworth University Retirement Plan in WA ($98M); by covered participants it is 403(b) Thrift Plan for Employees of Community Care Alliance in RI (1,075 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($98M here).
- Whitworth University Retirement Plan (WA) $98M · 507
- Lycoming College Retirement Plan (PA) $98M · 339
- Road Scholar Retirement Plan (MA) $98M · 591
- Gemba Group Annuity Plan (MD) $97M · 780
Similar participant headcount
Nearest other-state filings by covered participants (1,074 participants); asset peers above are excluded.
- 403(b) Thrift Plan for Employees of Community Care Alliance (RI) 1,075 · 1 off
- Owensboro Health 403(b) Match Plan (KY) 1,077 · 3 off
- Special People in Northeast, Inc. 403(b) Plan (PA) 1,077 · 3 off
- Employee Benefit Plan of Maine Association for Community Service Providers (ME) 1,078 · 4 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.