Other · DOL Form 5500 · 2024
Lucile Salter Packard Children's Hospital at Stanford Retirement Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 62
- Participants Small participant base
- 66th
- Percentile by assets National rank
- $265,398
- Avg per participant High balance/head
Official DOL plan name: Lucile Salter Packard Children's Hospital at Stanford Tax-Sheltered Annuity Plan · Sponsored by Lucile Salter Packard Children's Hospital at Stanford · California · Healthcare & Social Assistance
$16M in assets, 62 participants
Lucile Salter Packard Children's Hospital at Stanford's Lucile Salter Packard Children's Hospital at Stanford Tax-Sheltered Annuity Plan reported $16M in total assets and 62 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.
- #12,061 in Healthcare & Social Assistance (16,916 peers)
Lucile Salter Packard Children's Hospital at Stanford multi-year trail
Lucile Salter Packard Children's Hospital at Stanford's plans moved +10.1% in assets from 2022 to 2024; this filing shows Lucile Salter Packard Children's Hospital at Stanford Tax-Sheltered Annuity Plan at $16M / 62 participants.
- #12,061
- in Healthcare & Social Assistance (16,916 peers)
- +5.3%
- assets growth YoY
Lucile Salter Packard Children's Hospital at Stanford Tax-Sheltered Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Lucile Salter Packard Children's Hospital at Stanford Tax-Sheltered Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$16,454,655 Top 34% higher than 66% 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
Lucile Salter Packard Children's Hospital at Stanford Tax-Sheltered Annuity Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lucile Salter Packard Children's Hospital at Stanford Tax-Sheltered Annuity Plan is a small filing (62 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lucile Salter Packard Children's Hospital at Stanford Tax-Sheltered Annuity Plan reported participants fell from 71 in the plan year 2023 filing to 62 in the plan year 2024 filing.
- Lucile Salter Packard Children's Hospital at Stanford Tax-Sheltered Annuity Plan reported net income fell from $949K in the plan year 2023 filing to $829K in the plan year 2024 filing.
- Lucile Salter Packard Children's Hospital at Stanford Tax-Sheltered Annuity Plan end-of-year assets rose from $16M in the plan year 2023 filing to $16M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 770003859 · Lucile Salter Packard Children's Hospital at Stanford PY 2024 · Other
Lucile Salter Packard Children's Hospital at Stanford Tax-Sheltered Annuity Plan · $16M · 62 · 66th
- RANK $16M
- RANK 62
- RANK 66th
- RANK Other
- RANK near Shodair Hospital Employees Tax Deferred Annuity Plan
- RANK ind #12061
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 →
Lucile Salter Packard Children's Hospital at Stanford Tax-Sheltered Annuity Plan in the asset neighbourhood
Lucile Salter Packard Children's Hospital at Stanford multi-year asset trail
Sponsor-wide plan assets over time
All Lucile Salter Packard Children's Hospital at Stanford plans reported in each filing year
- Latest sponsor-wide plan assets
- $37M 10.096506069529783% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 284 | $33M |
| 2023 | 2 | 250 | $36M |
| 2024 | 2 | 230 | $37M |
Lucile Salter Packard Children's Hospital at Stanford filing trail (2024)
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $829K |
| Employer EIN | 770003859 |
| Plan Effective Date | 1976-07-01 |
| Filing Status | FILING RECEIVED |
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
Lucile Salter Packard Children's Hospital at Stanford Tax-Sheltered Annuity Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Shodair Hospital Employees Tax Deferred Annuity Plan in MT ($16M); by covered participants it is Kaboom! Inc. 403(b) Retirement Plan in MD (62 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
Similar participant headcount
Nearest other-state filings by covered participants (62 participants); asset peers above are excluded.
- Kaboom! Inc. 403(b) Retirement Plan (MD) 62 · 0 off
- Prep for Prep 403 (B) DC Plan (NY) 62 · 0 off
- Chimp Haven, Inc. 403(b) Plan (LA) 62 · 0 off
- The University of Montana Foundation Defined Contribution Retirement Plan (MT) 62 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.