Other · DOL Form 5500 · 2024
Valley Presbyterian Hospital Retirement Plan
Data updated 2026-08-25
- $89M
- Total assets Below avg plan size
- 1,662
- Participants Near avg headcount
- 90th
- Percentile by assets National rank
- $53,770
- Avg per participant Low balance/head
Official DOL plan name: Tax Deferred Annuity Program for Employees of Valley Presbyterian Hospital · Sponsored by Valley Presbyterian Hospital · California · Healthcare & Social Assistance
$89M in assets, 1,662 participants
Valley Presbyterian Hospital's Tax Deferred Annuity Program for Employees of Valley Presbyterian Hospital reported $89M in total assets and 1,662 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.
- #15,379 in Healthcare & Social Assistance (16,916 peers)
Coverage in California
Tax Deferred Annuity Program for Employees of Valley Presbyterian Hospital covers 1,662 participants in California, 2.6x the typical California plan (state average ~630 per filing). Assets: $89M.
- #15,379
- in Healthcare & Social Assistance (16,916 peers)
- +15.0%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
Tax Deferred Annuity Program for Employees of Valley Presbyterian Hospital's outsized position by total assets
Tax Deferred Annuity Program for Employees of Valley Presbyterian Hospital vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$89,365,880 Top 10% higher than 90% 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
Tax Deferred Annuity Program for Employees of Valley Presbyterian Hospital's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tax Deferred Annuity Program for Employees of Valley Presbyterian Hospital lands in the large band (1,662 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Tax Deferred Annuity Program for Employees of Valley Presbyterian Hospital end-of-year assets rose from $78M in the plan year 2023 filing to $89M in the plan year 2024 filing.
- Tax Deferred Annuity Program for Employees of Valley Presbyterian Hospital reported net income fell from $12M in the plan year 2023 filing to $12M in the plan year 2024 filing.
- Tax Deferred Annuity Program for Employees of Valley Presbyterian Hospital reported participants rose from 1,614 in the plan year 2023 filing to 1,662 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 951945832 · Valley Presbyterian Hospital PY 2024 · Other
Tax Deferred Annuity Program for Employees of Valley Presbyterian Hospital · $89M · 1,662 · 90th
- EIN $89M
- RANK 1,662
- PHOTO 90th
- IND Other
- EOY near Albany Law School Retirement Plan
- 5500 ind #15379
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 →
Tax Deferred Annuity Program for Employees of Valley Presbyterian Hospital in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $78M |
|---|---|
| Net Assets (End of Year) | $89M |
| Net Income | $12M |
| Employer EIN | 951945832 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Valley Presbyterian Hospital)
Sponsor-wide plan assets over time
All Valley Presbyterian Hospital plans reported in each filing year
- Latest sponsor-wide plan assets
- $167M 31.511914289868937% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 3,261 | $127M |
| 2023 | 2 | 2,988 | $149M |
| 2024 | 2 | 3,029 | $167M |
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
Tax Deferred Annuity Program for Employees of Valley Presbyterian Hospital's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Albany Law School Retirement Plan in NY ($89M); by covered participants it is Ucar Retirement Plan in CO (1,662 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($89M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,662 participants); asset peers above are excluded.
- Ucar Retirement Plan (CO) 1,662 · 0 off
- Mercy Housing, Inc. 403(b) Plan (CO) 1,668 · 6 off
- Ken-Crest Services 403(b) Retirement Plan (PA) 1,672 · 10 off
- Easterseals Midwest 403(b) Plan (MO) 1,651 · 11 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.