401(k) · DOL Form 5500 · 2024
Western Health Advantage 401(k) Plan
Data updated 2026-08-25
- $42M
- Total assets Below avg plan size
- 223
- Participants Below avg headcount
- 82nd
- Percentile by assets National rank
- $189,047
- Avg per participant Above avg balance/head
Official DOL plan name: Western Health Advantage Savings & Retirement Plan · Sponsored by Western Health Advantage · California · Healthcare & Social Assistance
$42M in assets, 223 participants
Western Health Advantage's Western Health Advantage Savings & Retirement Plan reported $42M in total assets and 223 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.
- #14,322 in Healthcare & Social Assistance (16,916 peers)
Coverage in California
Western Health Advantage Savings & Retirement Plan covers 223 participants in California, about 35% of the average California filer (state average ~630 per filing). Assets: $42M.
- #14,322
- in Healthcare & Social Assistance (16,916 peers)
- +19.5%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Western Health Advantage Savings & Retirement Plan's outsized position by total assets
Western Health Advantage Savings & Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$42,157,461 Top 18% higher than 82% 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
Western Health Advantage Savings & 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. Western Health Advantage Savings & Retirement Plan sits mid-pack in the medium band (223 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Western Health Advantage Savings & Retirement Plan reported net income rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Western Health Advantage Savings & Retirement Plan end-of-year assets rose from $35M in the plan year 2023 filing to $42M in the plan year 2024 filing.
- Western Health Advantage Savings & Retirement Plan reported participants rose from 210 in the plan year 2023 filing to 223 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 680393304 · Western Health Advantage PY 2024 · 401(k)
Western Health Advantage Savings & Retirement Plan · $42M · 223 · 82nd
- PCT $42M
- PCT 223
- PCT 82nd
- PCT 401(k)
- PCT near Greenway Automotive Group 401(k) Plan
- PCT ind #14322
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 →
Western Health Advantage Savings & Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $35M |
|---|---|
| Net Assets (End of Year) | $42M |
| Net Income | $7M |
| Employer EIN | 680393304 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Western Health Advantage)
Sponsor-wide plan assets over time
All Western Health Advantage plans reported in each filing year
- Latest sponsor-wide plan assets
- $42M 41.7692305183104% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 206 | $30M |
| 2023 | 1 | 210 | $35M |
| 2024 | 1 | 223 | $42M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Western Health Advantage Savings & Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Greenway Automotive Group 401(k) Plan in FL ($42M); by covered participants it is Adaptimmune LLC Retirement Plan in PA (223 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($42M here).
- Greenway Automotive Group 401(k) Plan (FL) $42M · 2,438
- Medical Associates, LLP 401(k) Profit Sharing Plan (IN) $42M · 90
- The United Company Retirement Plan (VA) $42M · 382
- Alclear, LLC 401(k) Plan (NY) $42M · 3,015
Similar participant headcount
Nearest other-state filings by covered participants (223 participants); asset peers above are excluded.
- Adaptimmune LLC Retirement Plan (PA) 223 · 0 off
- Patricio Enterprises, Inc. 401(k) Plan (VA) 223 · 0 off
- Adams Bank & Trust 401(k) Plan (NE) 223 · 0 off
- Grand Bk 401(k) Plan (NJ) 223 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.