401(k) · DOL Form 5500 · 2024
Public Health Foundation Enterprises, Inc., Dba Heluna Health 401(k) Plan
Data updated 2026-08-11
- $200M
- Total assets
- 1,960
- Participants
- 94th
- Percentile by assets
- $102,108
- Avg per participant
Official DOL plan name: Public Health Foundation Enterprises, Inc. 403(b) Plan · Sponsored by Public Health Foundation Enterprises, Inc., Dba Heluna Health · California · Other Services
$200M in assets, 1,960 participants
Public Health Foundation Enterprises, Inc., Dba Heluna Health's Public Health Foundation Enterprises, Inc. 403(b) Plan reported $200M in total assets and 1,960 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.
- 94th percentile by assets (of 123,622 plans)
- #7,588 in Other Services (7,719 peers)
Coverage in California
Public Health Foundation Enterprises, Inc. 403(b) Plan covers 1,960 participants in California, 3.1x the typical California plan (state average ~630 per filing). Assets: $200M.
- $200M
- total plan assets (2024 EOY)
- 1,960
- covered participants
- 94th
- percentile by assets (of 123,622 plans)
- $102,108
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Public Health Foundation Enterprises, Inc. 403(b) Plan reported net income fell from $27M in the plan year 2023 filing to $22M in the plan year 2024 filing.
- Public Health Foundation Enterprises, Inc. 403(b) Plan end-of-year assets rose from $179M in the plan year 2023 filing to $200M in the plan year 2024 filing.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Public Health Foundation Enterprises, Inc. 403(b) Plan reports 1,960 participants - 3.1x that state average ($200M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $179M |
|---|---|
| Net Assets (End of Year) | $200M |
| Net Income | $22M |
| Employer EIN | 952557063 |
| Plan Effective Date | 1972-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Public Health Foundation Enterprises, Inc., Dba Heluna Health)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,489 | $152M |
| 2023 | 1 | 1,960 | $179M |
| 2024 | 1 | 1,960 | $200M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Public Health Foundation Enterprises, Inc. 403(b) Plan vs. nearby 401(k) plans in California, assets vs. participants
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Public Health Foundation Enterprises, Inc. 403(b) Plan by total assets, not by location.
- Wolverine World Wide, Inc. 401(k) Retirement Savings Plan I (MI) $200M · 1,108
- The Instinet Savings Plan (NY) $200M · 362
- United Anesthesia Services, P.C. 401(k) Plan (PA) $200M · 455
- Calamos Profit Sharing 401(k) Plan (IL) $200M · 397
Frequently Asked Questions
How did Public Health Foundation Enterprises, Inc. 403(b) Plan assets move in 2024? ▼
How have Public Health Foundation Enterprises, Inc., Dba Heluna Health plan assets changed over time? ▼
Where does Public Health Foundation Enterprises, Inc. 403(b) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Public Health Foundation Enterprises, Inc. 403(b) Plan? ▼
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Filing takeaways
Ways to act on Public Health Foundation Enterprises, Inc. 403(b) Plan's numbers.
- By total assets, Public Health Foundation Enterprises, Inc. 403(b) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
- Public Health Foundation Enterprises, Inc., Dba Heluna Health's sponsor-wide assets have grown 31.7% since 2022 across 3 plan years on file. More Other Services plans