Other · DOL Form 5500 · 2024
Peach Tree Healthcare Retirement Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 208
- Participants Below avg headcount
- 56th
- Percentile by assets National rank
- $47,873
- Avg per participant Low balance/head
Official DOL plan name: Peach Tree Healthcare 403(b) Plan · Sponsored by Peach Tree Healthcare · California · Healthcare & Social Assistance
$10M in assets, 208 participants
Peach Tree Healthcare's Peach Tree Healthcare 403(b) Plan reported $10M in total assets and 208 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.
- #10,335 in Healthcare & Social Assistance (16,916 peers)
Coverage in California
Peach Tree Healthcare 403(b) Plan covers 208 participants in California, about 33% of the average California filer (state average ~630 per filing). Assets: $10M.
- #10,335
- in Healthcare & Social Assistance (16,916 peers)
- +26.8%
- assets growth YoY
Peach Tree Healthcare 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Peach Tree Healthcare 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$9,957,493 Top 44% higher than 56% 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
Peach Tree Healthcare 403(b) 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 403(b) Plan sits mid-pack in the medium band (208 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Peach Tree Healthcare 403(b) Plan end-of-year assets rose from $8M in the plan year 2023 filing to $10M in the plan year 2024 filing.
- Peach Tree Healthcare 403(b) Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Peach Tree Healthcare 403(b) Plan reported participants rose from 191 in the plan year 2023 filing to 208 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 680371679 · Peach Tree Healthcare PY 2024 · Other
Peach Tree Healthcare 403(b) Plan · $10M · 208 · 56th
- VS-ST $10M
- VS-ST 208
- VS-ST 56th
- VS-ST Other
- VS-ST near 403(b) Thrift Plan for Employees of Easter Seals Dupage and the Fox Valley Region
- VS-ST ind #10335
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 403(b) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $2M |
| Employer EIN | 680371679 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 264 | $8M |
| 2023 | 2 | 313 | $10M |
| 2024 | 2 | 363 | $12M |
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
Peach Tree Healthcare 403(b) Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is 403(b) Thrift Plan for Employees of Easter Seals Dupage and the Fox Valley Region in IL ($10M); by covered participants it is Oregon Public Broadcasting Defined Contribution Retirement Plan in OR (208 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
- 403(b) Thrift Plan for Employees of Easter Seals Dupage and the Fox Valley Region (IL) $10M · 145
- Mcgillis School Defined Contribution Plan (UT) $10M · 127
- Hospice of the Good Shepherd, Inc. 403(b) Plan (MA) $10M · 212
- Volunteers of America of Oregon, Inc. Employer Discretionary Plan (OR) $10M · 261
Similar participant headcount
Nearest other-state filings by covered participants (208 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.