Other · DOL Form 5500 · 2024
Apla Health & Wellness Retirement Plan
Data updated 2026-08-11
- $23M
- Total assets
- 359
- Participants
- 73rd
- Percentile by assets
- $65,350
- Avg per participant
Official DOL plan name: Apla Health & Wellness 403(b) Plan · Sponsored by Apla Health & Wellness · California · Healthcare & Social Assistance
$23M in assets, 359 participants
Apla Health & Wellness's Apla Health & Wellness 403(b) Plan reported $23M in total assets and 359 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.
- 73rd percentile by assets (of 123,622 plans)
- #13,067 in Healthcare & Social Assistance (16,916 peers)
Apla Health & Wellness multi-year trail
Apla Health & Wellness's plans moved +48.2% in assets from 2022 to 2024; this filing shows Apla Health & Wellness 403(b) Plan at $23M / 359 participants.
- $23M
- total plan assets (2024 EOY)
- 359
- covered participants
- 73rd
- percentile by assets (of 123,622 plans)
- $65,350
- avg assets per participant
Where Apla Health & Wellness 403(b) Plan sits by total assets
Apla Health & Wellness 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$23,460,585 Top 27% higher than 73% 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
- Apla Health & Wellness 403(b) Plan end-of-year assets rose from $19M in the plan year 2023 filing to $23M in the plan year 2024 filing.
- Apla Health & Wellness 403(b) Plan reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Apla Health & Wellness 403(b) Plan reported participants fell from 368 in the plan year 2023 filing to 359 in the plan year 2024 filing.
Apla Health & Wellness across 3 plan years on file
Across the 3 plan years Apla Health & Wellness has on file (2022-2024), sponsor-wide plan assets have moved from $16M to $23M, a gain of 48.2%, while reported participants moved from 313 to 359 (+14.7%). Peak year by sponsor assets: 2024 ($23M); trough: 2022 ($16M).
Apla Health & Wellness multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 313 | $16M |
| 2023 | 1 | 368 | $19M |
| 2024 | 1 | 359 | $23M |
Apla Health & Wellness filing trail (2024)
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | $4M |
| Employer EIN | 841661910 |
| Plan Effective Date | 2007-07-01 |
| 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 Apla Health & Wellness 403(b) Plan by total assets, not by location.
Frequently Asked Questions
How did Apla Health & Wellness 403(b) Plan assets move in 2024? ▼
How have Apla Health & Wellness plan assets changed over time? ▼
Which Other plans are similar in size to Apla Health & Wellness 403(b) Plan? ▼
Next read for Apla Health & Wellness 403(b) Plan
Multi-year trail
Ways to act on Apla Health & Wellness 403(b) Plan's numbers.
- By total assets, Apla Health & Wellness 403(b) 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
- Apla Health & Wellness's sponsor-wide assets have grown 48.2% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans