401(k) · DOL Form 5500 · 2024

Sante Health Systems, Inc. 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
887
Participants Near avg headcount
80th
Percentile by assets National rank
$40,052
Avg per participant Low balance/head
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Official DOL plan name: Sante Health System Retirement Plan · Sponsored by Sante Health Systems, Inc. · California · Healthcare & Social Assistance

$36M in assets, 887 participants

Sante Health Systems, Inc.'s Sante Health System Retirement Plan reported $36M in total assets and 887 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • #14,004 in Healthcare & Social Assistance (16,916 peers)

Where Sante Health System Retirement Plan sits by assets

Sante Health System Retirement Plan sits in the top quartile of all filed plans by assets, $36M for 887 participants (~$40,052/participant), up 11.2% in 2024.

#14,004
in Healthcare & Social Assistance (16,916 peers)
+11.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Sante Health System Retirement Plan's outsized position by total assets

Sante Health System Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$35,526,258 Top 20% higher than 80% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Sante Health System 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. Sante Health System Retirement Plan sits mid-pack in the medium band (887 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sante Health System Retirement Plan end-of-year assets rose from $32M in the plan year 2023 filing to $36M in the plan year 2024 filing.
  • Sante Health System Retirement Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Sante Health System Retirement Plan reported participants fell from 930 in the plan year 2023 filing to 887 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 770382381 · Sante Health Systems, Inc. PY 2024 · 401(k)

Sante Health System Retirement Plan · $36M · 887 · 80th

  • EBSA $36M
  • PART 887
  • TYPE 80th
  • NET 401(k)
  • BOOK near Gopher Resource, LLC Tax Deferred Savings Plan & Trust
  • VS-ST ind #14004

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 →

Sante Health System Retirement Plan in the asset neighbourhood

Innovative Driven 401(k) Plan$36MSante Health System Retirement PlanSante Health System Retireme…$36MKowert, Hood, Munyon, Rankin & Goetzel, P.C. 401(k) PlanKowert, Hood, Munyon, Rankin…$36MGopher Resource, LLC Tax Deferred Savings Plan & TrustGopher Resource, LLC Tax Def…$36MAllen, Gibbs & Houlik, L.C. Savings Incentive PlanAllen, Gibbs & Houlik, L.C. …$36M
End-of-year total assets ($M) among Sante Health System Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$35M
Net Income$4M
Employer EIN770382381
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sante Health Systems, Inc.)

Sponsor-wide plan assets over time

All Sante Health Systems, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$36M 24.768818852872023% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $28.5M $35.5M ▲ +24.8%
Year Plans Participants Total Assets
2022 1 970 $28M
2023 1 930 $32M
2024 1 887 $36M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Sante Health System Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Sante Health System Retirement Plan, Total assets ($B): 0.035526258 · Participants: 887Sante Health System Retirement PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Sante Health System Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants

Sante Health System Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Gopher Resource, LLC Tax Deferred Savings Plan & Trust in MN ($36M); by covered participants it is Employees' Thrift Plan of Indianapolis Power & Light Company in OH (887 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (887 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.

Frequently Asked Questions

How did Sante Health System Retirement Plan assets move in 2024?
Sante Health System Retirement Plan grew at a solid clip - up 11.2% during 2024, from $32M to $36M. Reported net income was $4M.
How have Sante Health Systems, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Sante Health Systems, Inc.'s sponsor-wide assets grew 24.8%, from $28M to $36M.
Where does Sante Health System Retirement Plan rank by assets among Form 5500 filers?
Sante Health System Retirement Plan ranks in the 80th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Sante Health System Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Gopher Resource, LLC Tax Deferred Savings Plan & Trust in MN ($36M, 420 participants).
Which 401(k) plans cover a similar participant headcount to Sante Health System Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Employees' Thrift Plan of Indianapolis Power & Light Company in OH (887 participants, $204M in assets).