Other · DOL Form 5500 · 2024
Hospice by the Bay Retirement Plan
Data updated 2026-08-25
- $34M
- Total assets Below avg plan size
- 387
- Participants Below avg headcount
- 79th
- Percentile by assets National rank
- $88,459
- Avg per participant Below avg balance/head
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.
- #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.
- #13,933
- in Healthcare & Social Assistance (16,916 peers)
- +10.5%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
By the Bay Health 403(b) Plan's outsized position by total assets
By the Bay Health 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$34,233,793 Top 21% higher than 79% 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
By the Bay Health 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. By the Bay Health 403(b) Plan sits mid-pack in the medium band (387 participants).
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.
DOL schedule card
Filing strip 942890791 · Hospice by the Bay PY 2024 · Other
By the Bay Health 403(b) Plan · $34M · 387 · 79th
- BOOK $34M
- VS-ST 387
- BOY 79th
- SCH Other
- EBSA near Chicago Symphony Orchestra Association 403(b) Plan for Administrative Employees
- PART ind #13933
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 →
By the Bay Health 403(b) Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Hospice by the Bay plans reported in each filing year
- Latest sponsor-wide plan assets
- $34M 31.943308049249524% vs 2022
- 2024 filing year
| 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.
- 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
By the Bay Health 403(b) Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Chicago Symphony Orchestra Association 403(b) Plan for Administrative Employees in IL ($34M); by covered participants it is Mcdonogh School Retirement Plan in MD (387 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($34M here).
Similar participant headcount
Nearest other-state filings by covered participants (387 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.