Profit Sharing · DOL Form 5500 · 2024
Adventist Health System/West, Inc. Profit Sharing Plan
Data updated 2026-07-24
- $226M
- Total assets
- 1,540
- Participants
- 95th
- Percentile by assets
- $147,072
- Avg per participant
Official DOL plan name: Adventist Health 403(b) ERISA Plan · Sponsored by Adventist Health System/West, Inc. · California · Healthcare & Social Assistance
$226M in assets, 1,540 participants
Adventist Health System/West, Inc.'s Adventist Health 403(b) ERISA Plan reported $226M in total assets and 1,540 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.
- 95th percentile by assets (of 116,472 plans)
Coverage in California
Adventist Health 403(b) ERISA Plan covers 1,540 participants in California, 2.4x the typical California plan (state average ~637 per filing). Assets: $226M.
- $226M
- total plan assets (2024 EOY)
- 1,540
- covered participants
- 95th
- percentile by assets (of 116,472 plans)
- $147,072
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Adventist Health 403(b) ERISA Plan reported net income rose from $5M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Adventist Health 403(b) ERISA Plan reported participants fell from 1,615 in the plan year 2023 filing to 1,540 in the plan year 2024 filing.
- Adventist Health 403(b) ERISA Plan end-of-year assets rose from $219M in the plan year 2023 filing to $226M in the plan year 2024 filing.
Participants vs California filers
In California, the average filing covers about 637 participants across 14,392 plans. Adventist Health 403(b) ERISA Plan reports 1,540 participants - 2.4x that state average ($226M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $219M |
|---|---|
| Net Assets (End of Year) | $226M |
| Net Income | $7M |
| Employer EIN | 953484589 |
| Plan Effective Date | 2019-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Adventist Health System/West, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 4,300 | $288M |
| 2023 | 2 | 4,045 | $336M |
| 2024 | 2 | 4,141 | $513M |
Nearby Profit Sharing Plans in California
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Adventist Health 403(b) ERISA Plan vs. nearby Profit Sharing plans in California, assets vs. participants
- Scpmg Keogh Plan $7.9B · 10,749
- Intel Retirement Contribution Plan $7.3B · 19,044
- Motion Picture Industry Individual Account Plan $6.2B · 67,842
- Memorialcare Retirement Plan $1.4B · 4,491
- Disney Retirement Savings Plan $1.4B · 36,338
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Adventist Health 403(b) ERISA Plan by total assets, not by location.
- Iron Workers of Western Pennsylvania Profit Sharing Plan (PA) $226M · 1,850
- Analytic Services Inc. Defined Contribution Retirement Plan (VA) $226M · 508
- NECA Lu No 313 IBEW Deferred Income Plan (PA) $226M · 1,372
- Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan (PR) $228M · 758
Frequently Asked Questions
How did Adventist Health 403(b) ERISA Plan assets move in 2024? ▼
How have Adventist Health System/West, Inc. plan assets changed over time? ▼
Where does Adventist Health 403(b) ERISA Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Adventist Health 403(b) ERISA Plan? ▼
Next read for Adventist Health 403(b) ERISA Plan
Filing takeaways
Ways to act on Adventist Health 403(b) ERISA Plan's numbers.
- By total assets, Adventist Health 403(b) ERISA Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in California. Compare plans
- Adventist Health System/West, Inc.'s sponsor-wide assets have grown 78.0% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans
Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.
Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 953484589.
Read our methodology - how this data is sourced, computed, and verified.