Other · DOL Form 5500 · 2024
Healthright 360 Retirement Plan
Data updated 2026-08-11
- $24M
- Total assets
- 826
- Participants
- 74th
- Percentile by assets
- $29,202
- Avg per participant
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.
- 74th percentile by assets (of 123,622 plans)
- #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.
- $24M
- total plan assets (2024 EOY)
- 826
- covered participants
- 74th
- percentile by assets (of 123,622 plans)
- $29,202
- avg assets per participant
Where Healthright 360 403(b) Retirement Plan sits 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
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.
Healthright 360 across 3 plan years on file
Across the 3 plan years Healthright 360 has on file (2022-2024), sponsor-wide plan assets have moved from $23M to $32M, a gain of 37.8%, while reported participants moved from 2,172 to 1,607 (-26.0%). Peak year by sponsor assets: 2024 ($32M); trough: 2022 ($23M).
Healthright 360 multi-year asset trail
| 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 EIN | 946129071 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Healthright 360 403(b) Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Healthright 360 403(b) Retirement Plan assets move in 2024? ▼
How have Healthright 360 plan assets changed over time? ▼
Which Other plans are similar in size to Healthright 360 403(b) Retirement Plan? ▼
Next read for Healthright 360 403(b) Retirement Plan
Multi-year trail
Ways to act on Healthright 360 403(b) Retirement Plan's numbers.
- By total assets, Healthright 360 403(b) Retirement Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in California. Compare plans
- Healthright 360's sponsor-wide assets have grown 37.8% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans