My Plan Facts

Employers › California

Employer · plans filed under one EIN

Golden Valley Health Centers

Atwater, CA · Health care and social assistance

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$104Mnet assets across plans
3,024participant records2,266 active
$8.4Memployer contributions, latest plan years$3,714 per active record
$429KSchedule C compensation to organisations$141.99 per participant record

Golden Valley Health Centers, based in Atwater, California, sponsors 2 retirement plans with 100 or more participants: 2 defined contribution. Together they reported 3,024 participant records and $104M in net assets.

The largest is Golden Valley Health Centers Retirement Plan, a profit-sharing plan with 1,619 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $8.4M and participant contributions $4.0M in the latest plan years; benefits paid were $7.6M. Schedule C compensation reported to service provider organisations totalled $429K.

Combined net assets moved from $11.0M in 2009 to $104M in 2024 (up 839%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Golden Valley Health Centers Retirement Planprofit-sharing plan20241,619$52.8M$32,620$6,022$237K
Golden Valley Health Centers 403(b) Plan403(b) plan20241,405$50.8M$36,125$1,374$193K
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: $11.0M2010: $14.4M2011: $15.5M2012: $16.5M2013: $19.5M2014: $22.2M2015: $22.2M2016: $23.2M2017: $27.0M2018: $27.7M2019: $53.4M2020: $70.5M2021: $81.1M2022: $73.5M2023: $89.9M2024: $104M$11.0M$104M20092012201620202024
Combined net assets
2009: 5122010: 5582011: 6192012: 6882013: 7282014: 7352015: 7782016: 1,0302017: 1,0772018: 1,1792019: 2,5602020: 2,4192021: 3,3232022: 2,7712023: 2,9892024: 3,0245123,3233,02420092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
202423,024$104M$8.4M$4.0M
202322,989$89.9M$5.3M$3.8M
202222,771$73.5M$2.2M$3.5M
202123,323$81.1M$6.0M$3.1M
202022,419$70.5M$4.4M$2.9M
201922,560$53.4M$3.8M$2.9M
201811,179$27.7M$2.4M$0
201711,077$27.0M$3.8M$0
201611,030$23.2M$1.6M$0
20151778$22.2M$2.7M$0
20141735$22.2M$2.7M$0
20131728$19.5M$2.6M$0
20121688$16.5M$1.2M$0
20111619$15.5M$2.1M$0
20101558$14.4M$2.1M$0
20091512$11.0M$1.8M$0

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Stancorp Financial GroupClaims processing; Recordkeeping and information management; Custodial (other than securities); Custodial (securities)2$280,927
Mariner Wealth AdvisorCustodial (securities)1$64,154
LPL Financial Corporation RPCPInvestment advisory (plan)2$55,116
Charles Schwab BankCustodial (securities)2$29,169

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Stancorp Financial Group$281K
Mariner Wealth Advisor$64K
LPL Financial Corporation RPCP$55K
Charles Schwab Bank$29K

Questions and answers

How many retirement plans does Golden Valley Health Centers have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Golden Valley Health Centers Retirement Plan and Golden Valley Health Centers 403(b) Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Golden Valley Health Centers contribute to its plans?

$8,416,334 in employer contributions across these plans in their latest plan years, about $3,714 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Stancorp Financial Group, Mariner Wealth Advisor, LPL Financial Corporation RPCP and Charles Schwab Bank. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.