Other · DOL Form 5500 · 2024
Public Health Institute Retirement Plan
Data updated 2026-08-25
- $276M
- Total assets Near avg plan size
- 895
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $308,616
- Avg per participant High balance/head
Official DOL plan name: Public Health Institute 403(b) Retirement Plan · Sponsored by Public Health Institute · California · Professional & Technical Services
$276M in assets, 895 participants
Public Health Institute's Public Health Institute 403(b) Retirement Plan reported $276M in total assets and 895 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.
- #19,477 in Professional & Technical Services (20,173 peers)
Where Public Health Institute 403(b) Retirement Plan sits by assets
Public Health Institute 403(b) Retirement Plan sits in the top 5% of all filed plans by assets, $276M for 895 participants (~$308,616/participant), up 12.3% in 2024.
- #19,477
- in Professional & Technical Services (20,173 peers)
- +12.3%
- assets growth YoY
- 2.8×
- vs typical plan assets (national mean)
Public Health Institute 403(b) Retirement Plan's outsized position by total assets
Public Health Institute 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$276,210,884 Top 5% higher than 95% 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
Public Health Institute 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. Public Health Institute 403(b) Retirement Plan sits mid-pack in the medium band (895 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Public Health Institute 403(b) Retirement Plan reported net income fell from $41M in the plan year 2023 filing to $30M in the plan year 2024 filing.
- Public Health Institute 403(b) Retirement Plan end-of-year assets rose from $246M in the plan year 2023 filing to $276M in the plan year 2024 filing.
- Public Health Institute 403(b) Retirement Plan reported participants fell from 942 in the plan year 2023 filing to 895 in the plan year 2024 filing.
DOL schedule card
Filing strip 941646278 · Public Health Institute PY 2024 · Other
Public Health Institute 403(b) Retirement Plan · $276M · 895 · 95th
- EBSA $276M
- EBSA 895
- EBSA 95th
- EBSA Other
- EBSA near Tidalhealth 403(b) Plan
- EBSA ind #19477
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 Professional & Technical Services retirement plans → · Plans in California →
Public Health Institute 403(b) Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $246M |
|---|---|
| Net Assets (End of Year) | $276M |
| Net Income | $30M |
| Employer EIN | 941646278 |
| Plan Effective Date | 1987-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Public Health Institute)
Sponsor-wide plan assets over time
All Public Health Institute plans reported in each filing year
- Latest sponsor-wide plan assets
- $276M 34.79907413375828% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,040 | $205M |
| 2023 | 1 | 942 | $246M |
| 2024 | 1 | 895 | $276M |
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
Public Health Institute 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Tidalhealth 403(b) Plan in MD ($276M); by covered participants it is The Adirondack Health Tax Deferred Annuity Plan in NY (895 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($276M here).
- Tidalhealth 403(b) Plan (MD) $276M · 5,033
- Rhode Island School of Design Retirement Plan (RI) $277M · 940
- The Glens Falls Hospital Partnership Plan (NY) $277M · 2,381
- The Brooklyn Hospital Center 403(b) Retirement Plan (NY) $275M · 2,096
Similar participant headcount
Nearest other-state filings by covered participants (895 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.