Other · DOL Form 5500 · 2024

Healthy Community Forum for the Greater Sacramento Region Dba Sacramen Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets: 163
Participants Small participant base: 33rd
Percentile by assets National rank: $17,175
Avg per participant Low balance/head

Official DOL plan name: Community Healthworks 403(b) Retirement Plan · Sponsored by Healthy Community Forum for the Greater Sacramento Region Dba Sacramen · California · Other Services

$3M in assets, 163 participants

Healthy Community Forum for the Greater Sacramento Region Dba Sacramen's Community Healthworks 403(b) Retirement Plan reported $3M in total assets and 163 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.

#4,408 in Other Services (7,719 peers)

Coverage in California

Community Healthworks 403(b) Retirement Plan covers 163 participants in California, about 26% of the average California filer (state average ~630 per filing). Assets: $3M.

#4,408
in Other Services (7,719 peers): +40.5%
assets growth YoY

Community Healthworks 403(b) Retirement Plan among the smaller filed plans by assets

Community Healthworks 403(b) Retirement Plan vs every filed plan by assets

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

$2,799,477 33rd percentile higher than 33% 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

Community Healthworks 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. Community Healthworks 403(b) Retirement Plan sits mid-pack in the medium band (163 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Form 5500 schedule snapshot

Filing strip 680377256 · Healthy Community Forum for the Greater Sacramento Region Dba Sacramen PY 2024 · Other

Community Healthworks 403(b) Retirement Plan · $3M · 163 · 33rd

EIN $3M
RANK 163
PHOTO 33rd
IND Other
EOY near Naica Retirement Plan
5500 ind #4408

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 Other Services retirement plans → · Plans in California →

End-of-year total assets ($M) among Community Healthworks 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$3M
Net Income	$807K
Employer EIN	680377256
Plan Effective Date	2014-05-01
Filing Status	FILING RECEIVED

Nearby Other Plans in California

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

Community Healthworks 403(b) Retirement Plan vs. nearby Other plans in California, assets vs. participants

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

Compare Community Healthworks 403(b) Retirement Plan side-by-side with 3 peers →

Community Healthworks 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Naica Retirement Plan in NY ($3M); by covered participants it is Society of Actuaries Research Institute 403(b) Retirement Plan in IL (163 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Naica Retirement Plan (NY) $3M · 533
The Behavioral Wellness Center at Girard 403(b) Retirement Plan (PA) $3M · 141
Goodwill of Western & Northern Connecticut, Inc. 403(b) Plan (CT) $3M · 878
Gilbert L Urata Dmd (AK) $3M · 2

Similar participant headcount

Nearest other-state filings by covered participants (163 participants); asset peers above are excluded.

Society of Actuaries Research Institute 403(b) Retirement Plan (IL) 163 · 0 off
The Calvert School 403(b) Retirement Savings Plan (MD) 163 · 0 off
403b Thrift Plan of Adams Brown Counties Economic Opportunities Inc (OH) 163 · 0 off
Experimental Aircraft Association, Inc. 403(b) Tda Plan (WI) 163 · 0 off

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 Community Healthworks 403(b) Retirement Plan assets move in 2024? ▼

Community Healthworks 403(b) Retirement Plan surged - up 40.5% during 2024, from $2M to $3M. Reported net income was $807K.

Which Other plans are similar in size to Community Healthworks 403(b) Retirement Plan? ▼

Among Other plans in other states, the closest by assets is Naica Retirement Plan in NY ($3M, 533 participants).

Which Other plans cover a similar participant headcount to Community Healthworks 403(b) Retirement Plan? ▼

Among Other plans in other states, the closest by covered participants is Society of Actuaries Research Institute 403(b) Retirement Plan in IL (163 participants, $67M 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 680377256.