Other · DOL Form 5500 · 2024
Ole Health Retirement Plan
Data updated 2026-08-25
- $58M
- Total assets Below avg plan size
- 867
- Participants Near avg headcount
- 86th
- Percentile by assets National rank
- $66,873
- Avg per participant Below avg balance/head
Official DOL plan name: Ole Health 403(b) Plan · Sponsored by Ole Health · California · Healthcare & Social Assistance
$58M in assets, 867 participants
Ole Health's Ole Health 403(b) Plan reported $58M in total assets and 867 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.
- #14,851 in Healthcare & Social Assistance (16,916 peers)
Where Ole Health 403(b) Plan sits by assets
Ole Health 403(b) Plan sits in the top quartile of all filed plans by assets, $58M for 867 participants (~$66,873/participant), up 19.4% in 2024.
- #14,851
- in Healthcare & Social Assistance (16,916 peers)
- +19.4%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Ole Health 403(b) Plan's outsized position by total assets
Ole Health 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$57,978,781 Top 14% higher than 86% 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
Ole Health 403(b) 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. Ole Health 403(b) Plan sits mid-pack in the medium band (867 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ole Health 403(b) Plan end-of-year assets rose from $49M in the plan year 2023 filing to $58M in the plan year 2024 filing.
- Ole Health 403(b) Plan reported participants rose from 743 in the plan year 2023 filing to 867 in the plan year 2024 filing.
- Ole Health 403(b) Plan reported net income rose from $9M in the plan year 2023 filing to $9M in the plan year 2024 filing.
DOL schedule card
Filing strip 237221695 · Ole Health PY 2024 · Other
Ole Health 403(b) Plan · $58M · 867 · 86th
- PART $58M
- TYPE 867
- NET 86th
- BOOK Other
- VS-ST near Unity Health Care, Inc. 403(b) Plan
- BOY ind #14851
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 →
Ole Health 403(b) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $49M |
|---|---|
| Net Assets (End of Year) | $58M |
| Net Income | $9M |
| Employer EIN | 237221695 |
| Plan Effective Date | 2000-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ole Health)
Sponsor-wide plan assets over time
All Ole Health plans reported in each filing year
- Latest sponsor-wide plan assets
- $58M 201.79841909063487% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 338 | $19M |
| 2023 | 1 | 743 | $49M |
| 2024 | 1 | 867 | $58M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $12.6B · 22,753
- Sutter Health 403(b) Savings Plan $7.6B · 54,954
- Stanford Health Care Retirement Savings Plan $6.9B · 24,152
- Caltech Base Retirement Plan $5.2B · 10,970
- University of Southern California Tax-Deferred Annuity Plan $4.8B · 20,886
Ole Health 403(b) Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Unity Health Care, Inc. 403(b) Plan in DC ($58M); by covered participants it is Hillel the Foundation for Jewish Campus Life 403(b) DC-Tda in DC (868 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($58M here).
Similar participant headcount
Nearest other-state filings by covered participants (867 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.