401(k) · DOL Form 5500 · 2024

Petaluma Health Center 401(k) Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
542
Participants Below avg headcount
82nd
Percentile by assets National rank
$75,574
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Petaluma Health Center 401(k) Plan & Trust · Sponsored by Petaluma Health Center · California · Healthcare & Social Assistance

$41M in assets, 542 participants

Petaluma Health Center's Petaluma Health Center 401(k) Plan & Trust reported $41M in total assets and 542 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.

  • #14,263 in Healthcare & Social Assistance (16,916 peers)

Where Petaluma Health Center 401(k) Plan & Trust sits by assets

Petaluma Health Center 401(k) Plan & Trust sits in the top quartile of all filed plans by assets, $41M for 542 participants (~$75,574/participant), up 20.9% in 2024.

#14,263
in Healthcare & Social Assistance (16,916 peers)
+20.9%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Petaluma Health Center 401(k) Plan & Trust's outsized position by total assets

Petaluma Health Center 401(k) Plan & Trust vs every filed plan by assets

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

$40,960,846 Top 18% higher than 82% 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

Petaluma Health Center 401(k) Plan & Trust 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. Petaluma Health Center 401(k) Plan & Trust sits mid-pack in the medium band (542 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Petaluma Health Center 401(k) Plan & Trust end-of-year assets rose from $34M in the plan year 2023 filing to $41M in the plan year 2024 filing.
  • Petaluma Health Center 401(k) Plan & Trust reported net income fell from $8M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Petaluma Health Center 401(k) Plan & Trust reported participants rose from 525 in the plan year 2023 filing to 542 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 680437840 · Petaluma Health Center PY 2024 · 401(k)

Petaluma Health Center 401(k) Plan & Trust · $41M · 542 · 82nd

  • TYPE $41M
  • TYPE 542
  • TYPE 82nd
  • TYPE 401(k)
  • TYPE near Pearl River Valley Electric Power Association 401(k) Retirement Savings Plan
  • TYPE ind #14263

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 →

Petaluma Health Center 401(k) Plan & Trust in the asset neighbourhood

Western States Employee 401(k) Retirement Savings PlanWestern States Employee 401(…$41MPetaluma Health Center 401(k) Plan & TrustPetaluma Health Center 401(k…$41MPearl River Valley Electric Power Association 401(k) Retirement Savings PlanPearl River Valley Electric …$41MImagenet Consulting, LLC 401(k) Retirement PlanImagenet Consulting, LLC 401…$41MDancker 401(k) Plan$41M
End-of-year total assets ($M) among Petaluma Health Center 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$41M
Net Income$7M
Employer EIN680437840
Plan Effective Date2000-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Petaluma Health Center)

Sponsor-wide plan assets over time

All Petaluma Health Center plans reported in each filing year

Latest sponsor-wide plan assets
$41M 56.04798208715884% vs 2022
2024 filing year
$20M$25M$30M$35M$40M$45M 202220232024 $26.3M $41M ▲ +56.0%
Year Plans Participants Total Assets
2022 2 473 $26M
2023 2 525 $34M
2024 1 542 $41M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Petaluma Health Center 401(k) Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Petaluma Health Center 401(k) Plan & Trust, Total assets ($B): 0.040960846 · Participants: 542Petaluma Health Center 401(k) Plan & TrustGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Petaluma Health Center 401(k) Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Petaluma Health Center 401(k) Plan & Trust side-by-side with 3 peers →

Petaluma Health Center 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Pearl River Valley Electric Power Association 401(k) Retirement Savings Plan in MS ($41M); by covered participants it is Brock & Scott PLLC 401(k) Profit Sharing Plan and Trust in NC (542 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (542 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 Petaluma Health Center 401(k) Plan & Trust assets move in 2024? ▼
Petaluma Health Center 401(k) Plan & Trust grew sharply - up 20.9% during 2024, from $34M to $41M. Reported net income was $7M.
How have Petaluma Health Center plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Petaluma Health Center's sponsor-wide assets grew 56.0%, from $26M to $41M.
Where does Petaluma Health Center 401(k) Plan & Trust rank by assets among Form 5500 filers? ▼
Petaluma Health Center 401(k) Plan & Trust ranks in the 82nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Petaluma Health Center 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Pearl River Valley Electric Power Association 401(k) Retirement Savings Plan in MS ($41M, 129 participants).
Which 401(k) plans cover a similar participant headcount to Petaluma Health Center 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Brock & Scott PLLC 401(k) Profit Sharing Plan and Trust in NC (542 participants, $15M 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 680437840.

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.