Other · DOL Form 5500 · 2024

Alameda Alliance for Health Retirement Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
558
Participants Below avg headcount
76th
Percentile by assets National rank
$50,223
Avg per participant Low balance/head
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Official DOL plan name: Alameda Alliance for Health Pension Plan · Sponsored by Alameda Alliance for Health · California · Finance & Insurance

$28M in assets, 558 participants

Alameda Alliance for Health's Alameda Alliance for Health Pension Plan reported $28M in total assets and 558 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #5,414 in Finance & Insurance (8,549 peers)

Where Alameda Alliance for Health Pension Plan sits by assets

Alameda Alliance for Health Pension Plan sits in the top quartile of all filed plans by assets, $28M for 558 participants (~$50,223/participant), up 23.0% in 2024.

#5,414
in Finance & Insurance (8,549 peers)
+23.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Alameda Alliance for Health Pension Plan's outsized position by total assets

Alameda Alliance for Health Pension Plan vs every filed plan by assets

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

$28,024,235 Top 24% higher than 76% 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

Alameda Alliance for Health Pension 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. Alameda Alliance for Health Pension Plan sits mid-pack in the medium band (558 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Alameda Alliance for Health Pension Plan reported participants rose from 440 in the plan year 2023 filing to 558 in the plan year 2024 filing.
  • Alameda Alliance for Health Pension Plan end-of-year assets rose from $23M in the plan year 2023 filing to $28M in the plan year 2024 filing.
  • Alameda Alliance for Health Pension Plan reported net income rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 943216947 · Alameda Alliance for Health PY 2024 · Other

Alameda Alliance for Health Pension Plan · $28M · 558 · 76th

  • EOY $28M
  • EOY 558
  • EOY 76th
  • EOY Other
  • EOY near American Friends of the Hebrew University 403(b) DC and 403(b) Tda Plan
  • EOY ind #5414

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 Finance & Insurance retirement plans → · Plans in California →

Alameda Alliance for Health Pension Plan in the asset neighbourhood

American Friends of the Hebrew University 403(b) DC and 403(b) Tda PlanAmerican Friends of the Hebr…$28MAlameda Alliance for Health Pension PlanAlameda Alliance for Health …$28MCeres - 403(b) DC Plan$28MMaine Public Broadcasting Corporation 403b Retirement PlanMaine Public Broadcasting Co…$28MCenter for Applied Linguistics DcraCenter for Applied Linguisti…$28M
End-of-year total assets ($M) among Alameda Alliance for Health Pension Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$28M
Net Income$5M
Employer EIN943216947
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Alameda Alliance for Health)

Sponsor-wide plan assets over time

All Alameda Alliance for Health plans reported in each filing year

Latest sponsor-wide plan assets
$28M 54.86952363099893% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $18.1M $28M ▲ +54.8%
Year Plans Participants Total Assets
2022 1 330 $18M
2023 1 440 $23M
2024 1 558 $28M

Nearby Other Plans in California

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

Alameda Alliance for Health Pension Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Alameda Alliance for Health Pension Plan, Total assets ($B): 0.028024235 · Participants: 558Alameda Alliance for Health Pension PlanStanford Contributory Retirement Plan, Total assets ($B): 12.568126014 · Participants: 22753Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 7.632419022 · Participants: 54954Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 6.931286515 · Participants: 24152Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 5.246676378 · Participants: 10970Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.81831751 · Participants: 20886University of Southern California Tax-Deferred Annuity Plan
Alameda Alliance for Health Pension Plan vs. nearby Other plans in California, assets vs. participants
Compare Alameda Alliance for Health Pension Plan side-by-side with 3 peers →

Alameda Alliance for Health Pension Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is American Friends of the Hebrew University 403(b) DC and 403(b) Tda Plan in NY ($28M); by covered participants it is The College of Wooster Defined Contribution Plan in OH (558 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (558 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 Alameda Alliance for Health Pension Plan assets move in 2024? ▼
Alameda Alliance for Health Pension Plan grew sharply - up 23.0% during 2024, from $23M to $28M. Reported net income was $5M.
How have Alameda Alliance for Health plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alameda Alliance for Health's sponsor-wide assets grew 54.9%, from $18M to $28M.
Where does Alameda Alliance for Health Pension Plan rank by assets among Form 5500 filers? ▼
Alameda Alliance for Health Pension Plan ranks in the 76th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Alameda Alliance for Health Pension Plan? ▼
Among Other plans in other states, the closest by assets is American Friends of the Hebrew University 403(b) DC and 403(b) Tda Plan in NY ($28M, 53 participants).
Which Other plans cover a similar participant headcount to Alameda Alliance for Health Pension Plan? ▼
Among Other plans in other states, the closest by covered participants is The College of Wooster Defined Contribution Plan in OH (558 participants, $242M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 943216947.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.