Assets by plan
Share of aggregate retirement assets
92%top
Share of aggregate retirement assets
Active + retired + deferred vested
CashBalance
ProfitSharing
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CLINICA DEL VALLE CASH BALANCE PENSION PLAN & TRUST | CashBalance | $1.7M | 5 | 2024 | |
| 001 | CLINICA DEL VALLE 401(K) PROFIT SHARING PLAN & TRUST | ProfitSharing | $152K | 7 | 2024 |