Other · DOL Form 5500 · 2024

Healthright 360 Retirement Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
826
Participants Near avg headcount
74th
Percentile by assets National rank
$29,202
Avg per participant Low balance/head
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Official DOL plan name: Healthright 360 403(b) Retirement Plan · Sponsored by Healthright 360 · California · Healthcare & Social Assistance

$24M in assets, 826 participants

Healthright 360's Healthright 360 403(b) Retirement Plan reported $24M in total assets and 826 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.

  • #13,147 in Healthcare & Social Assistance (16,916 peers)

Healthright 360 multi-year trail

Healthright 360's plans moved +37.8% in assets from 2022 to 2024; this filing shows Healthright 360 403(b) Retirement Plan at $24M / 826 participants.

#13,147
in Healthcare & Social Assistance (16,916 peers)
+17.8%
assets growth YoY

Healthright 360 403(b) Retirement Plan's outsized position by total assets

Healthright 360 403(b) Retirement Plan vs every filed plan by assets

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

$24,120,883 Top 26% higher than 74% 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

Healthright 360 403(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. Healthright 360 403(b) Retirement Plan sits mid-pack in the medium band (826 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Healthright 360 403(b) Retirement Plan reported participants fell from 1,038 in the plan year 2023 filing to 826 in the plan year 2024 filing.
  • Healthright 360 403(b) Retirement Plan end-of-year assets rose from $20M in the plan year 2023 filing to $24M in the plan year 2024 filing.
  • Healthright 360 403(b) Retirement Plan reported net income fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 946129071 · Healthright 360 PY 2024 · Other

Healthright 360 403(b) Retirement Plan · $24M · 826 · 74th

  • SCH $24M
  • SCH 826
  • SCH 74th
  • SCH Other
  • SCH near Greensboro College Retirement Plan
  • SCH ind #13147

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 →

Healthright 360 403(b) Retirement Plan in the asset neighbourhood

Employee Benefit Plan of Mobridge Regional HospitalEmployee Benefit Plan of Mob…$24MHealthright 360 403(b) Retirement PlanHealthright 360 403(b) Retir…$24MGreensboro College Retirement PlanGreensboro College Retiremen…$24MNew York School of Interior Design 403(b) PlanNew York School of Interior …$24MEvans Scholars Foundation Tax Deferred Annuity Retirement PlanEvans Scholars Foundation Ta…$24M
End-of-year total assets ($M) among Healthright 360 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Healthright 360 multi-year asset trail

Sponsor-wide plan assets over time

All Healthright 360 plans reported in each filing year

Latest sponsor-wide plan assets
$32M 37.82048420406321% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $23.3M $32.1M ▲ +37.8%
Year Plans Participants Total Assets
2022 2 2,172 $23M
2023 2 1,760 $27M
2024 2 1,607 $32M

Healthright 360 filing trail (2024)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$24M
Net Income$4M
Employer EIN946129071
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in California

Peer Other plans, same state, same plan type, ranked by total assets.

Healthright 360 403(b) Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Healthright 360 403(b) Retirement Plan, Total assets ($B): 0.024120883 · Participants: 826Healthright 360 403(b) Retirement PlanStanford Contributory Retirement Plan, Total assets ($B): 12.568126014 · Participants: 22753Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 7.632419022 · Participants: 54954Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 6.931286515 · Participants: 24152Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 5.246676378 · Participants: 10970Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.81831751 · Participants: 20886University of Southern California Tax-Deferred Annuity Plan
Healthright 360 403(b) Retirement Plan vs. nearby Other plans in California, assets vs. participants
Compare Healthright 360 403(b) Retirement Plan side-by-side with 3 peers →

Healthright 360 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Greensboro College Retirement Plan in NC ($24M); by covered participants it is Lutheran Social Services Tax Deferred Annuity Plan in WI (827 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (826 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 Healthright 360 403(b) Retirement Plan assets move in 2024? ▼
Healthright 360 403(b) Retirement Plan grew sharply - up 17.8% during 2024, from $20M to $24M. Reported net income was $4M.
How have Healthright 360 plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Healthright 360's sponsor-wide assets grew 37.8%, from $23M to $32M.
Which Other plans are similar in size to Healthright 360 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Greensboro College Retirement Plan in NC ($24M, 250 participants).
Which Other plans cover a similar participant headcount to Healthright 360 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Lutheran Social Services Tax Deferred Annuity Plan in WI (827 participants, $28M 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 946129071.

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.