Petaluma Health Center 401(k) Plan: Login, Facts & Contact Information

Petaluma Health Center 401(k) Plan Facts

Plan name
PETALUMA HEALTH CENTER 401(K) PLAN & TRUST
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
PETALUMA HEALTH CENTER
Participants
728 (499 active employees)
Former employees with a balance
249
Plan assets
$40,960,846 at Dec 31, 2024
Average account balance
$60,954 across 672 accounts
Employer contributions
$1,797,776 in plan year 2024 (41% of all contributions)
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jul 1, 2000
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 6, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $4.42 million went into the plan in contributions, $1.80 million of it from the employer (41%).
  • $2.29 million was paid out to participants.
  • Investment and other income added $4.96 million.
  • Administrative expenses were $13,694, about $20 per account.

How the Petaluma Health Center 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019478$17.7 million$949,796$662,344
2020542$22.6 million$1.07 million$1.19 million
2021638$29.1 million$1.46 million$1.56 million
2022644$25.8 million$1.55 million$2.34 million
2023748$33.9 million$1.76 million$1.20 million
2024728$41.0 million$1.80 million$2.29 million

Petaluma Health Center 401(k) Contact Information

Phone
707-559-7571
Mailing address
1016 CLEGG COURT, PETALUMA CA 94954
Plan sponsor
PETALUMA HEALTH CENTER
Employer identification number (EIN)
68-0437840
Plan number
002

Questions about the Petaluma Health Center 401(k)

Does Petaluma Health Center contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.80 million, 41% of all contributions.

Does the Petaluma Health Center 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Petaluma Health Center 401(k) plan?

728 participants at the start of plan year 2024, 499 of them active employees, and 249 former employees who still had money in the plan.

What is the average 401(k) balance at Petaluma Health Center?

About $60,954 per account: $41.0 million in plan assets across 672 accounts with a balance at the end of plan year 2024.

Who manages the Petaluma Health Center 401(k) accounts?

Capital Group / American Funds is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Petaluma Health Center. How do I access my 401(k)?

Your account stays with Capital Group / American Funds after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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