Profit Sharing · DOL Form 5500 · 2024

Adventist Health System/West, Inc. Profit Sharing Plan

Data updated 2026-08-25

$226M
Total assets Near avg plan size
1,540
Participants Near avg headcount
95th
Percentile by assets National rank
$147,072
Avg per participant Above avg balance/head
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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.

  • #16,105 in Healthcare & Social Assistance (16,916 peers)

Coverage in California

Adventist Health 403(b) ERISA Plan covers 1,540 participants in California, 2.4x the typical California plan (state average ~630 per filing). Assets: $226M.

#16,105
in Healthcare & Social Assistance (16,916 peers)
+3.2%
assets growth YoY
2.3×
vs typical plan assets (national mean)

Adventist Health 403(b) ERISA Plan's outsized position by total assets

Adventist Health 403(b) ERISA Plan vs every filed plan by assets

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

$226,491,102 Top 5% higher than 95% 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

Adventist Health 403(b) ERISA 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. Adventist Health 403(b) ERISA Plan lands in the large band (1,540 participants).

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.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 953484589 · Adventist Health System/West, Inc. PY 2024 · Profit Sharing

Adventist Health 403(b) ERISA Plan · $226M · 1,540 · 95th

  • IND $226M
  • EOY 1,540
  • 5500 95th
  • ASSETS Profit Sharing
  • PCT near Iron Workers of Western Pennsylvania Profit Sharing Plan
  • EIN ind #16105

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 →

Adventist Health 403(b) ERISA Plan in the asset neighbourhood

Adventist Health 403(b) ERISA PlanAdventist Health 403(b) ERIS…$226MIron Workers of Western Pennsylvania Profit Sharing PlanIron Workers of Western Penn…$226MConcurrent Technologies Corporation Retirement Savings PlanConcurrent Technologies Corp…$226MAnalytic Services Inc. Defined Contribution Retirement PlanAnalytic Services Inc. Defin…$226MNECA Lu No 313 IBEW Deferred Income PlanNECA Lu No 313 IBEW Deferred…$226M
End-of-year total assets ($M) among Adventist Health 403(b) ERISA Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$219M
Net Assets (End of Year)$226M
Net Income$7M
Employer EIN953484589
Plan Effective Date2019-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Adventist Health System/West, Inc.)

Sponsor-wide plan assets over time

All Adventist Health System/West, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$513M 78.02465745811732% vs 2022
2024 filing year
$200M$300M$400M$500M$600M 202220232024 $288M $513M ▲ +78.0%
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 Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Adventist Health 403(b) ERISA Plan, Total assets ($B): 0.226491102 · Participants: 1540Adventist Health 403(b) ERISA PlanScpmg Keogh Plan, Total assets ($B): 7.873239427 · Participants: 10749Scpmg Keogh PlanIntel Retirement Contribution Plan, Total assets ($B): 7.29473208 · Participants: 19044Intel Retirement Contribution PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 6.232609737 · Participants: 67842Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.429377 · Participants: 4491Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.420512537 · Participants: 36338Disney Retirement Savings Plan
Adventist Health 403(b) ERISA Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Adventist Health 403(b) ERISA Plan side-by-side with 3 peers →

Adventist Health 403(b) ERISA Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Iron Workers of Western Pennsylvania Profit Sharing Plan in PA ($226M); by covered participants it is Supermercado Maximo, Inc. Retirement Plan in PR (1,540 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,540 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 Adventist Health 403(b) ERISA Plan assets move in 2024? ▼
Adventist Health 403(b) ERISA Plan edged up modestly - up 3.2% during 2024, from $219M to $226M. Reported net income was $7M.
How have Adventist Health System/West, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Adventist Health System/West, Inc.'s sponsor-wide assets grew 78.0%, from $288M to $513M.
Where does Adventist Health 403(b) ERISA Plan rank by assets among Form 5500 filers? ▼
Adventist Health 403(b) ERISA Plan ranks in the 95th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which Profit Sharing plans are similar in size to Adventist Health 403(b) ERISA Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Iron Workers of Western Pennsylvania Profit Sharing Plan in PA ($226M, 1,850 participants).
Which Profit Sharing plans cover a similar participant headcount to Adventist Health 403(b) ERISA Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Supermercado Maximo, Inc. Retirement Plan in PR (1,540 participants, $8M in assets).

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.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.