Profit Sharing · DOL Form 5500 · 2024

Healthright 360 Profit Sharing Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
781
Participants Near avg headcount
51st
Percentile by assets National rank
$10,226
Avg per participant Low balance/head
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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.

  • #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.

#9,459
in Healthcare & Social Assistance (16,916 peers)
+14.7%
assets growth YoY

Healthright 360 Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Healthright 360 Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$7,986,637 Top 49% higher than 51% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Healthright 360 Profit Sharing 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. Healthright 360 Profit Sharing Plan sits mid-pack in the medium band (781 participants).

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 →

DOL schedule card

Filing strip 946129071 · Healthright 360 PY 2024 · Profit Sharing

Healthright 360 Profit Sharing Plan · $8M · 781 · 51st

  • EBSA $8M
  • PART 781
  • TYPE 51st
  • NET Profit Sharing
  • BOOK near Ipe Profit Sharing Plan
  • VS-ST ind #9459

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 →

Healthright 360 Profit Sharing Plan in the asset neighbourhood

Healthright 360 Profit Sharing PlanHealthright 360 Profit Shari…$8MIpe Profit Sharing Plan$8MSnow Economics, Inc. Profit-Sharing PlanSnow Economics, Inc. Profit-…$8MManhattan Center for Early Learning Profit Sharing PlanManhattan Center for Early L…$8MRetirement Plan for Faculty and Administrators of Annapolis AreaRetirement Plan for Faculty …$8M
End-of-year total assets ($M) among Healthright 360 Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Healthright 360 multi-year asset trail

Sponsor-wide plan assets over time

All Healthright 360 plans reported in each filing year

Latest sponsor-wide plan assets
$32M 37.82048420406321% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $23.3M $32.1M ▲ +37.8%
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 Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Healthright 360 Profit Sharing Plan, Total assets ($B): 0.007986637 · Participants: 781Healthright 360 Profit Sharing PlanScpmg Keogh Plan, Total assets ($B): 7.873239427 · Participants: 10749Scpmg Keogh PlanIntel Retirement Contribution Plan, Total assets ($B): 7.29473208 · Participants: 19044Intel Retirement Contribution PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 6.232609737 · Participants: 67842Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.429377 · Participants: 4491Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.420512537 · Participants: 36338Disney Retirement Savings Plan
Healthright 360 Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants

Healthright 360 Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Ipe Profit Sharing Plan in FL ($8M); by covered participants it is Wmu Homer Stryker M.D. School of Medicine Employees' Retirement Plan in MI (782 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (781 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.

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).
Which Profit Sharing plans cover a similar participant headcount to Healthright 360 Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Wmu Homer Stryker M.D. School of Medicine Employees' Retirement Plan in MI (782 participants, $32M in assets).