Other · DOL Form 5500 · 2024
Apla Health & Wellness Retirement Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 359
- Participants Below avg headcount
- 73rd
- Percentile by assets National rank
- $65,350
- Avg per participant Low balance/head
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.
- #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.
- #13,067
- in Healthcare & Social Assistance (16,916 peers)
- +21.4%
- assets growth YoY
Apla Health & Wellness 403(b) Plan's outsized position 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
Apla Health & Wellness 403(b) 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. Apla Health & Wellness 403(b) Plan sits mid-pack in the medium band (359 participants).
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.
Plan-year Form 5500 strip
Filing strip 841661910 · Apla Health & Wellness PY 2024 · Other
Apla Health & Wellness 403(b) Plan · $23M · 359 · 73rd
- ASSETS $23M
- PCT 359
- EIN 73rd
- RANK Other
- PHOTO near Life Enriching Communities 403b Plan
- IND ind #13067
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 →
Apla Health & Wellness 403(b) Plan in the asset neighbourhood
Apla Health & Wellness multi-year asset trail
Sponsor-wide plan assets over time
All Apla Health & Wellness plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 48.18422010050505% vs 2022
- 2024 filing year
| 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
Apla Health & Wellness 403(b) Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Life Enriching Communities 403b Plan in OH ($23M); by covered participants it is Little River Medical Center Inc. 403b Plan in SC (359 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
Similar participant headcount
Nearest other-state filings by covered participants (359 participants); asset peers above are excluded.
- Little River Medical Center Inc. 403b Plan (SC) 359 · 0 off
- Kripalu Center for Yoga and Health 403(b) Plan (MA) 359 · 0 off
- Public Preparatory Network, Inc. 403(b) Plan (NY) 359 · 0 off
- Comprehensive Senior Care Corp. 403b Plan (MI) 358 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.