Other · DOL Form 5500 · 2024
Golden Valley Health Centers Retirement Plan
Data updated 2026-08-25
- $51M
- Total assets Below avg plan size
- 1,127
- Participants Near avg headcount
- 84th
- Percentile by assets National rank
- $45,036
- Avg per participant Low balance/head
Official DOL plan name: Golden Valley Health Centers 403(b) Plan · Sponsored by Golden Valley Health Centers · California · Healthcare & Social Assistance
$51M in assets, 1,127 participants
Golden Valley Health Centers's Golden Valley Health Centers 403(b) Plan reported $51M in total assets and 1,127 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.
- #14,638 in Healthcare & Social Assistance (16,916 peers)
Where Golden Valley Health Centers 403(b) Plan sits by assets
Golden Valley Health Centers 403(b) Plan sits in the top quartile of all filed plans by assets, $51M for 1,127 participants (~$45,036/participant), up 15.0% in 2024.
- #14,638
- in Healthcare & Social Assistance (16,916 peers)
- +15.0%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Golden Valley Health Centers 403(b) Plan's outsized position by total assets
Golden Valley Health Centers 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$50,755,662 Top 16% higher than 84% 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
Golden Valley Health Centers 403(b) Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Golden Valley Health Centers 403(b) Plan lands in the large band (1,127 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Golden Valley Health Centers 403(b) Plan reported net income fell from $9M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Golden Valley Health Centers 403(b) Plan end-of-year assets rose from $44M in the plan year 2023 filing to $51M in the plan year 2024 filing.
- Golden Valley Health Centers 403(b) Plan reported participants rose from 1,045 in the plan year 2023 filing to 1,127 in the plan year 2024 filing.
DOL schedule card
Filing strip 942196086 · Golden Valley Health Centers PY 2024 · Other
Golden Valley Health Centers 403(b) Plan · $51M · 1,127 · 84th
- EOY $51M
- EOY 1,127
- EOY 84th
- EOY Other
- EOY near Russell Sage Foundation DC Retirement Plan
- EOY ind #14638
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 →
Golden Valley Health Centers 403(b) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $44M |
|---|---|
| Net Assets (End of Year) | $51M |
| Net Income | $7M |
| Employer EIN | 942196086 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Golden Valley Health Centers)
Sponsor-wide plan assets over time
All Golden Valley Health Centers plans reported in each filing year
- Latest sponsor-wide plan assets
- $104M 40.87947045977321% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,987 | $74M |
| 2023 | 2 | 2,103 | $90M |
| 2024 | 2 | 2,214 | $104M |
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
Golden Valley Health Centers 403(b) Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Russell Sage Foundation DC Retirement Plan in NY ($51M); by covered participants it is Amego, Inc. 403(b) Plan in MA (1,127 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($51M here).
- Russell Sage Foundation DC Retirement Plan (NY) $51M · 36
- Special People in Northeast, Inc. 403(b) Plan (PA) $51M · 1,077
- Utimco 403(b) Tax Sheltered Annuity Plan (TX) $51M · 122
- University of Charleston Retirement Plan (WV) $51M · 271
Similar participant headcount
Nearest other-state filings by covered participants (1,127 participants); asset peers above are excluded.
- Amego, Inc. 403(b) Plan (MA) 1,127 · 0 off
- University of New England Defined Contribution Plan (ME) 1,126 · 1 off
- Denison University Retirement Plan (OH) 1,126 · 1 off
- Buckner Int'l 403b Retirement Savings Plan (TX) 1,125 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.