Other · DOL Form 5500 · 2024
Packard Children's Health Alliance Retirement Plan
Data updated 2026-08-25
- $28M
- Total assets Below avg plan size
- 370
- Participants Below avg headcount
- 76th
- Percentile by assets National rank
- $75,896
- Avg per participant Below avg balance/head
Official DOL plan name: Packard Children's Health Alliance 403(b) Retirement Plan · Sponsored by Packard Children's Health Alliance · California · Healthcare & Social Assistance
$28M in assets, 370 participants
Packard Children's Health Alliance's Packard Children's Health Alliance 403(b) Retirement Plan reported $28M in total assets and 370 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.
- #13,510 in Healthcare & Social Assistance (16,916 peers)
Where Packard Children's Health Alliance 403(b) Retirement Plan sits by assets
Packard Children's Health Alliance 403(b) Retirement Plan sits in the top quartile of all filed plans by assets, $28M for 370 participants (~$75,896/participant), up 20.4% in 2024.
- #13,510
- in Healthcare & Social Assistance (16,916 peers)
- +20.4%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Packard Children's Health Alliance 403(b) Retirement Plan's outsized position by total assets
Packard Children's Health Alliance 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$28,081,357 Top 24% higher than 76% 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
Packard Children's Health Alliance 403(b) Retirement 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. Packard Children's Health Alliance 403(b) Retirement Plan sits mid-pack in the medium band (370 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Packard Children's Health Alliance 403(b) Retirement Plan end-of-year assets rose from $23M in the plan year 2023 filing to $28M in the plan year 2024 filing.
- Packard Children's Health Alliance 403(b) Retirement Plan reported net income fell from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 320359189 · Packard Children's Health Alliance PY 2024 · Other
Packard Children's Health Alliance 403(b) Retirement Plan · $28M · 370 · 76th
- ASSETS $28M
- ASSETS 370
- ASSETS 76th
- ASSETS Other
- ASSETS near Goodwill of San Antonio Retirement Savings Plan
- ASSETS ind #13510
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 →
Packard Children's Health Alliance 403(b) Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | $5M |
| Employer EIN | 320359189 |
| Plan Effective Date | 2012-06-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Packard Children's Health Alliance)
Sponsor-wide plan assets over time
All Packard Children's Health Alliance plans reported in each filing year
- Latest sponsor-wide plan assets
- $28M 52.84648673092077% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 358 | $18M |
| 2023 | 1 | 371 | $23M |
| 2024 | 1 | 370 | $28M |
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
Packard Children's Health Alliance 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Goodwill of San Antonio Retirement Savings Plan in TX ($28M); by covered participants it is Section 403(b) Retirement Plan for Hudson Valley Hospice in NY (370 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($28M here).
- Goodwill of San Antonio Retirement Savings Plan (TX) $28M · 1,869
- Washington County Mental Health Services, Inc. 403b Plan (VT) $28M · 668
- Far Hills Country Day School Defined Contribution Retirement Plan (NJ) $28M · 81
- American Friends of the Hebrew University 403(b) DC and 403(b) Tda Plan (NY) $28M · 53
Similar participant headcount
Nearest other-state filings by covered participants (370 participants); asset peers above are excluded.
- Section 403(b) Retirement Plan for Hudson Valley Hospice (NY) 370 · 0 off
- 403(b) Thrift Plan of the Handicapped Children's Association of Southern New York, Inc. (NY) 370 · 0 off
- Montgomery Baptist Outreach Services Corporation 403b Plan (AL) 370 · 0 off
- The Berkeley Carroll School Retirement Plan (NY) 370 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.