Filings through Oct 24, 2026.

Retirement plan

Ampla Health Retirement Plan

Name: AMPLA HEALTH - AMPLA HEALTH RETIREMENT PLAN (2025) Form 5500
Creator: AMPLA HEALTH
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AMPLA HEALTH RETIREMENT PLAN, AMPLA HEALTH

Ampla HealthEIN 94-2210447Plan #002PY 2025

935B MARKET STREET - YUBA CITY, CA 959910000530-751-3736amplahealth.orgLinkedIn501-1000 employeeshealth, wellness and fitness

Prospect flagsCorrective distributionsFew collective trustsFund lineup: 29 funds, $38.3M

How to read this page

Total assets (EOY)

$39.4M

+61.8% from 2023

Total participants

997

+20.7% from 2023

Average account balance

$41,095

+34.9% from 2023

Annual return

17.64%

+0.11 pp from 2023

Benchmarks

See 4,075 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort4,075 peers

Snapshot2025

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Analytics

See the 9-year trajectory with Pro.

Service providers

Top 2 by compensation

Provider	Service type	Compensation
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 28 1585 BROADWAY · NEW YORK, NY 10036	Investment Management	$112,973
JOHN HANCOCK LIFE INSURANCE COMPANY5 years Filed as: JOHN HANCOCK TRUST COMPANY LLC Service code 13 · EIN 80-0709115	Contract Administrator	$58,281

Fund lineup

CSV with Pro

29 funds hold $38.3M of the plan's $39.4M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).

In collective trusts0%median 0% for plans of $5M to $50M (40,338 plans)

In index funds53%median 22% for plans of $5M to $50M (40,338 plans)

In the main target-date series19%median 38% for plans of $5M to $50M (40,338 plans)

Employer stockNo

Target-date series: Vanguard Target Retirement, mutual fund, 19% of fund dollars

Fund	Manager	Vehicle	Dollars	% of funds%
Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages	Vanguard	Mutual fund	$7.4M	19.4%
Fidelity Multi-Asset Index Fund Fidelity (FMR) · Mutual fund Index	Fidelity (FMR)	Mutual fund	$6.0M	15.6%
Fidelity Balanced Fund Fidelity Advisor Balanced Fund: Class I Fidelity (FMR) · Mutual fund	Fidelity (FMR)	Mutual fund	$5.9M	15.4%
Fidelity Asset Manager 40% Fidelity Advisor Asset Manager 40%: Class I Fidelity (FMR) · Mutual fund	Fidelity (FMR)	Mutual fund	$4.3M	11.3%
Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index	Fidelity (FMR)	Mutual fund	$4.1M	10.8%
ClearBridge Large Cap Growth Fund Class I Franklin Templeton · Mutual fund	Franklin Templeton	Mutual fund	$1.2M	3.0%
Lord Abbett Short Duration Income Fund Class R6 Lord Abbett · Mutual fund	Lord Abbett	Mutual fund	$1.1M	3.0%
Fidelity International Cap Appreciation Fund Fidelity (FMR) · Mutual fund	Fidelity (FMR)	Mutual fund	$866K	2.3%
John Hancock Stable Value Guaranteed Income Fund John Hancock (Manulife) · Insurance contract Recordkeeper's own fund	John Hancock (Manulife)	Insurance contract	$756K	2.0%
Columbia Global Technology Growth Fund Institutional Class Ameriprise (Columbia Threadneedle) · Mutual fund	Ameriprise (Columbia Threadneedle)	Mutual fund	$696K	1.8%

See the other 19 lines in this lineup with Pro.

Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.

Plan features & details

Pension benefit codes2A2E2G2J3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$171K

$200 / participant

Investment mgmt$171K100.0%

% of EOY assets

0.435%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: PENSION ASSURANCE LLP
Auditor EIN: 300840934
Audit fees: (not subdivided)
Opinion code: Unqualified

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Provider

Service type

Compensation

MORGAN STANLEY SMITH BARNEY4 years

Filed as: MORGAN STANLEY

Service code 28

1585 BROADWAY · NEW YORK, NY 10036

Investment Management

$112,973

JOHN HANCOCK LIFE INSURANCE COMPANY5 years

Filed as: JOHN HANCOCK TRUST COMPANY LLC

Service code 13 · EIN 80-0709115

Contract Administrator

$58,281

Fund

Dollars

% of funds%

Vanguard Target Retirement

Vanguard · Mutual fund

Target-date, 11 vintages

$7.4M

19.4%

Fidelity Multi-Asset Index Fund

Fidelity (FMR) · Mutual fund

Index

$6.0M

15.6%

Fidelity Balanced Fund Fidelity Advisor Balanced Fund: Class I

Fidelity (FMR) · Mutual fund

$5.9M

15.4%

Fidelity Asset Manager 40% Fidelity Advisor Asset Manager 40%: Class I

Fidelity (FMR) · Mutual fund

$4.3M

11.3%

Fidelity 500 Index Fund

Fidelity (FMR) · Mutual fund

Index

$4.1M

10.8%

ClearBridge Large Cap Growth Fund Class I

Franklin Templeton · Mutual fund

$1.2M

3.0%

Lord Abbett Short Duration Income Fund Class R6

Lord Abbett · Mutual fund

$1.1M

3.0%

Fidelity International Cap Appreciation Fund

Fidelity (FMR) · Mutual fund

$866K

2.3%

John Hancock Stable Value Guaranteed Income Fund

John Hancock (Manulife) · Insurance contract

Recordkeeper's own fund

$756K

2.0%

Columbia Global Technology Growth Fund Institutional Class

Ameriprise (Columbia Threadneedle) · Mutual fund

$696K

1.8%

Ampla Health Retirement Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Ampla Health Retirement Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion