Profit Sharing · DOL Form 5500 · 2024

Peach Tree Healthcare Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
155
Participants Small participant base
30th
Percentile by assets National rank
$14,250
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Peach Tree Healthcare Retirement Plan · Sponsored by Peach Tree Healthcare · California · Healthcare & Social Assistance

$2M in assets, 155 participants

Peach Tree Healthcare's Peach Tree Healthcare Retirement Plan reported $2M in total assets and 155 participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.

  • #4,901 in Healthcare & Social Assistance (16,916 peers)

Coverage in California

Peach Tree Healthcare Retirement Plan covers 155 participants in California, about 25% of the average California filer (state average ~630 per filing). Assets: $2M.

#4,901
in Healthcare & Social Assistance (16,916 peers)
+5.5%
assets growth YoY

Peach Tree Healthcare Retirement Plan among the smaller filed plans by assets

Peach Tree Healthcare Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$2,208,742 30th percentile higher than 30% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Peach Tree Healthcare 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. Peach Tree Healthcare Retirement Plan sits mid-pack in the medium band (155 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Peach Tree Healthcare Retirement Plan reported net income fell from $268K in the plan year 2023 filing to $116K in the plan year 2024 filing.
  • Peach Tree Healthcare Retirement Plan reported participants rose from 122 in the plan year 2023 filing to 155 in the plan year 2024 filing.
  • Peach Tree Healthcare Retirement Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 680371679 · Peach Tree Healthcare PY 2024 · Profit Sharing

Peach Tree Healthcare Retirement Plan · $2M · 155 · 30th

  • RANK $2M
  • PHOTO 155
  • IND 30th
  • EOY Profit Sharing
  • 5500 near Michael S. Bogenschutz Profit Sharing Plan - Fidel Defined Contribution Retirement Plan & Trust
  • ASSETS ind #4901

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 →

Peach Tree Healthcare Retirement Plan in the asset neighbourhood

Peach Tree Healthcare Retirement PlanPeach Tree Healthcare Retire…$2MMichael S. Bogenschutz Profit Sharing Plan - Fidel Defined Contribution Retirement Plan & TrustMichael S. Bogenschutz Profi…$2MPharmpix Retirement Plan$2MTsintolas Profit Sharing Plan$2MCindy J Baen Profit Sharing PlanCindy J Baen Profit Sharing …$2M
End-of-year total assets ($M) among Peach Tree Healthcare Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$116K
Employer EIN680371679
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Peach Tree Healthcare)

Sponsor-wide plan assets over time

All Peach Tree Healthcare plans reported in each filing year

Latest sponsor-wide plan assets
$12M 55.675720149443755% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $7.82M $12.2M ▲ +55.6%
Year Plans Participants Total Assets
2022 2 264 $8M
2023 2 313 $10M
2024 2 363 $12M

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Peach Tree Healthcare Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Peach Tree Healthcare Retirement Plan, Total assets ($B): 0.002208742 · Participants: 155Peach Tree Healthcare Retirement PlanScpmg Keogh Plan, Total assets ($B): 7.873239427 · Participants: 10749Scpmg Keogh PlanIntel Retirement Contribution Plan, Total assets ($B): 7.29473208 · Participants: 19044Intel Retirement Contribution PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 6.232609737 · Participants: 67842Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.429377 · Participants: 4491Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.420512537 · Participants: 36338Disney Retirement Savings Plan
Peach Tree Healthcare Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Peach Tree Healthcare Retirement Plan side-by-side with 3 peers →

Peach Tree Healthcare Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Michael S. Bogenschutz Profit Sharing Plan - Fidel Defined Contribution Retirement Plan & Trust in TX ($2M); by covered participants it is Nebco, Inc. Salaried Profit Sharing Plan in NE (155 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (155 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.

Frequently Asked Questions

How did Peach Tree Healthcare Retirement Plan assets move in 2024? ▼
Peach Tree Healthcare Retirement Plan grew at a solid clip - up 5.5% during 2024, from $2M to $2M. Reported net income was $116K.
How have Peach Tree Healthcare plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Peach Tree Healthcare's sponsor-wide assets grew 55.7%, from $8M to $12M.
Which Profit Sharing plans are similar in size to Peach Tree Healthcare Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Michael S. Bogenschutz Profit Sharing Plan - Fidel Defined Contribution Retirement Plan & Trust in TX ($2M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Peach Tree Healthcare Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Nebco, Inc. Salaried Profit Sharing Plan in NE (155 participants, $19M in assets).

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 680371679.

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.