401(k) · DOL Form 5500 · 2024
Public Health Foundation Enterprises, Inc., Dba Heluna Health 401(k) Plan
Data updated 2026-08-25
- $200M
- Total assets Near avg plan size
- 1,960
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $102,108
- Avg per participant Below avg balance/head
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.
- #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.
- #7,588
- in Other Services (7,719 peers)
- +12.0%
- assets growth YoY
- 2.0×
- vs typical plan assets (national mean)
Public Health Foundation Enterprises, Inc. 403(b) Plan's outsized position by total assets
Public Health Foundation Enterprises, Inc. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$200,131,195 Top 6% higher than 94% 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
Public Health Foundation Enterprises, Inc. 403(b) Plan'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. Public Health Foundation Enterprises, Inc. 403(b) Plan lands in the large band (1,960 participants).
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.
DOL schedule card
Filing strip 952557063 · Public Health Foundation Enterprises, Inc., Dba Heluna Health PY 2024 · 401(k)
Public Health Foundation Enterprises, Inc. 403(b) Plan · $200M · 1,960 · 94th
- PCT $200M
- EIN 1,960
- RANK 94th
- PHOTO 401(k)
- IND near Wolverine World Wide, Inc. 401(k) Retirement Savings Plan I
- EOY ind #7588
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 Other Services retirement plans → · Plans in California →
Public Health Foundation Enterprises, Inc. 403(b) Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Public Health Foundation Enterprises, Inc., Dba Heluna Health plans reported in each filing year
- Latest sponsor-wide plan assets
- $200M 31.666884914974347% vs 2022
- 2024 filing year
| 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.
- 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
Public Health Foundation Enterprises, Inc. 403(b) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Wolverine World Wide, Inc. 401(k) Retirement Savings Plan I in MI ($200M); by covered participants it is Helzberg Diamonds Savings Plan in MO (1,960 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($200M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (1,960 participants); asset peers above are excluded.
- Helzberg Diamonds Savings Plan (MO) 1,960 · 0 off
- Palm Garden 401(k) Plan (FL) 1,960 · 0 off
- Giant of Maryland 401(k) Plan (MD) 1,959 · 1 off
- American House 401(k) Plan (MI) 1,961 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.