Profit Sharing · DOL Form 5500 · 2024

Healthright 360 Profit Sharing Plan

Data updated 2026-08-11

$8M
Total assets
781
Participants
51st
Percentile by assets
$10,226
Avg per participant
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Official DOL plan name: Healthright 360 Profit Sharing Plan · Sponsored by Healthright 360 · California · Healthcare & Social Assistance

$8M in assets, 781 participants

Healthright 360's Healthright 360 Profit Sharing Plan reported $8M in total assets and 781 participants in its 2024 DOL Form 5500 filing, ranking in the 51st 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.

  • 51st percentile by assets (of 123,622 plans)
  • #9,459 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 Profit Sharing Plan at $8M / 781 participants.

$8M
total plan assets (2024 EOY)
781
covered participants
51st
percentile by assets (of 123,622 plans)
$10,226
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Healthright 360 Profit Sharing Plan reported net income rose from $52K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Healthright 360 Profit Sharing Plan end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Healthright 360 Profit Sharing Plan reported participants rose from 722 in the plan year 2023 filing to 781 in the plan year 2024 filing.

See the national 2023→2024 release diff →

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

$20M$25M$30M$35M 202220232024 $23.3M $32.1M ▲ +37.8%
Total plan assets by year, all Healthright 360 plans on file
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)$7M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN946129071
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Healthright 360 Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants

Healthright 360 Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Healthright 360 Prof…Scpmg Keogh PlanIntel Retirement Con…Motion Picture Indus…Memorialcare Retirem…Disney Retirement Sa…
Healthright 360 Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Healthright 360 Profit Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did Healthright 360 Profit Sharing Plan assets move in 2024?
Healthright 360 Profit Sharing Plan grew at a solid clip - up 14.7% during 2024, from $7M to $8M. Reported net income was $1M.
How have Healthright 360 plan assets changed over time?
Across 3 plan years on file (2022-2024), Healthright 360's sponsor-wide assets grew 37.8%, from $23M to $32M.
Which Profit Sharing plans are similar in size to Healthright 360 Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by assets is Ipe Profit Sharing Plan in FL ($8M, 2 participants).

Multi-year trail

Ways to act on Healthright 360 Profit Sharing Plan's numbers.