Other · DOL Form 5500 · 2024
Hospice by the Bay Retirement Plan
Data updated 2026-08-11
- $34M
- Total assets
- 387
- Participants
- 79th
- Percentile by assets
- $88,459
- Avg per participant
Official DOL plan name: By the Bay Health 403(b) Plan · Sponsored by Hospice by the Bay · California · Healthcare & Social Assistance
$34M in assets, 387 participants
Hospice by the Bay's By the Bay Health 403(b) Plan reported $34M in total assets and 387 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.
- 79th percentile by assets (of 123,622 plans)
- #13,933 in Healthcare & Social Assistance (16,916 peers)
Where By the Bay Health 403(b) Plan sits by assets
By the Bay Health 403(b) Plan sits in the top quartile of all filed plans by assets, $34M for 387 participants (~$88,459/participant), up 10.5% in 2024.
- $34M
- total plan assets (2024 EOY)
- 387
- covered participants
- 79th
- percentile by assets (of 123,622 plans)
- $88,459
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- By the Bay Health 403(b) Plan reported net income fell from $5M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- By the Bay Health 403(b) Plan end-of-year assets rose from $31M in the plan year 2023 filing to $34M in the plan year 2024 filing.
- By the Bay Health 403(b) Plan reported participants fell from 397 in the plan year 2023 filing to 387 in the plan year 2024 filing.
By the Bay Health 403(b) Plan vs the 2024 asset distribution
By assets, By the Bay Health 403(b) Plan outranks 79% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $31M |
|---|---|
| Net Assets (End of Year) | $34M |
| Net Income | $3M |
| Employer EIN | 942890791 |
| Plan Effective Date | 2008-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hospice by the Bay)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 426 | $26M |
| 2023 | 1 | 397 | $31M |
| 2024 | 1 | 387 | $34M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
By the Bay Health 403(b) 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to By the Bay Health 403(b) Plan by total assets, not by location.
Frequently Asked Questions
How did By the Bay Health 403(b) Plan assets move in 2024? ▼
How have Hospice by the Bay plan assets changed over time? ▼
Where does By the Bay Health 403(b) Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to By the Bay Health 403(b) Plan? ▼
Next read for By the Bay Health 403(b) Plan
Scale reading
Ways to act on By the Bay Health 403(b) Plan's numbers.
- By total assets, By the Bay Health 403(b) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in California. Compare plans
- Hospice by the Bay's sponsor-wide assets have grown 31.9% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans