Other · DOL Form 5500 · 2024
Barton Healthcare System Retirement Plan
Data updated 2026-08-25
- $93M
- Total assets Below avg plan size
- 920
- Participants Near avg headcount
- 90th
- Percentile by assets National rank
- $100,726
- Avg per participant Below avg balance/head
Official DOL plan name: Barton Health 403(b) Plan · Sponsored by Barton Healthcare System · California · Healthcare & Social Assistance
$93M in assets, 920 participants
Barton Healthcare System's Barton Health 403(b) Plan reported $93M in total assets and 920 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.
- #15,417 in Healthcare & Social Assistance (16,916 peers)
Where Barton Health 403(b) Plan sits by assets
Barton Health 403(b) Plan sits in the top 10% of all filed plans by assets, $93M for 920 participants (~$100,726/participant), up 3.5% in 2024.
- #15,417
- in Healthcare & Social Assistance (16,916 peers)
- +3.5%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
Barton Health 403(b) Plan's outsized position by total assets
Barton Health 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$92,668,211 Top 10% higher than 90% 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
Barton 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. Barton Health 403(b) Plan sits mid-pack in the medium band (920 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Barton Health 403(b) Plan reported net income fell from $10M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Barton Health 403(b) Plan reported participants fell from 960 in the plan year 2023 filing to 920 in the plan year 2024 filing.
- Barton Health 403(b) Plan end-of-year assets rose from $90M in the plan year 2023 filing to $93M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 946050274 · Barton Healthcare System PY 2024 · Other
Barton Health 403(b) Plan · $93M · 920 · 90th
- ASSETS $93M
- ASSETS 920
- ASSETS 90th
- ASSETS Other
- ASSETS near Lexington Health Inc. 403(b) Retirement Plan
- ASSETS ind #15417
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 →
Barton Health 403(b) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $90M |
|---|---|
| Net Assets (End of Year) | $93M |
| Net Income | $3M |
| Employer EIN | 946050274 |
| Plan Effective Date | 1988-02-18 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Barton Healthcare System)
Sponsor-wide plan assets over time
All Barton Healthcare System plans reported in each filing year
- Latest sponsor-wide plan assets
- $93M 17.16387425766175% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 928 | $79M |
| 2023 | 1 | 960 | $90M |
| 2024 | 1 | 920 | $93M |
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
Barton Health 403(b) Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Lexington Health Inc. 403(b) Retirement Plan in SC ($93M); by covered participants it is Swedish Health Services 403(b) Retirement Plan in WA (921 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($93M here).
Similar participant headcount
Nearest other-state filings by covered participants (920 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.