Profit Sharing · DOL Form 5500 · 2024
The Health Trust Profit Sharing Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 93
- Participants Small participant base
- 52nd
- Percentile by assets National rank
- $89,878
- Avg per participant Below avg balance/head
Official DOL plan name: The Health Trust Savings Plan · Sponsored by The Health Trust · California · Other Services
$8M in assets, 93 participants
The Health Trust's The Health Trust Savings Plan reported $8M in total assets and 93 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.
- #5,545 in Other Services (7,719 peers)
Other Services sector rank
Within Other Services, The Health Trust Savings Plan ranks #5,545 of 7,719 2024 filers by assets (240% of the sector average)-$8M for 93 participants.
- #5,545
- in Other Services (7,719 peers)
- -0.7%
- assets change YoY
The plan reported a net loss of $58K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Health Trust Savings Plan's mid-pack asset rank among Other Services and all filers
The Health Trust Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$8,358,687 Top 48% higher than 52% 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
The Health Trust Savings Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Health Trust Savings Plan is a small filing (93 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Health Trust Savings Plan reported net income fell from $197K in the plan year 2023 filing to -$58K in the plan year 2024 filing.
- The Health Trust Savings Plan reported participants rose from 90 in the plan year 2023 filing to 93 in the plan year 2024 filing.
DOL schedule card
Filing strip 946050231 · The Health Trust PY 2024 · Profit Sharing
The Health Trust Savings Plan · $8M · 93 · 52nd
- PCT $8M
- EIN 93
- RANK 52nd
- PHOTO Profit Sharing
- IND near Newfane Lumber Profit Sharing Plan
- EOY ind #5545
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 Other Services retirement plans → · Plans in California →
The Health Trust Savings Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | -$58K |
| Employer EIN | 946050231 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Health Trust)
Sponsor-wide plan assets over time
All The Health Trust plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 1.6931775544934764% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 94 | $8M |
| 2023 | 1 | 90 | $8M |
| 2024 | 1 | 93 | $8M |
Nearby Profit Sharing Plans in California
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Scpmg Keogh Plan $7.9B · 10,749
- Intel Retirement Contribution Plan $7.3B · 19,044
- Motion Picture Industry Individual Account Plan $6.2B · 67,842
- Memorialcare Retirement Plan $1.4B · 4,491
- Disney Retirement Savings Plan $1.4B · 36,338
The Health Trust Savings Plan's out-of-state Profit Sharing peers by assets and headcount
Outside California, the nearest Profit Sharing by assets is Newfane Lumber Profit Sharing Plan in NY ($8M); by covered participants it is Atlanta Heart Associates, P.C. Amended Profit Sharing Plan in GA (93 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (93 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.