How big is Barton Healthcare System's plan?

Barton Healthcare System's plan reported $92.7M in assets and 847 participants for 2024.

Original filing (PDF)20251013152305NAL0001612369001

Barton Healthcare System

Name: Barton Healthcare System — Barton Health 403(b) Plan, Form 5500 (2024)
Creator: Barton Healthcare System
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Barton Health 403(b) Plan

403(b) retirement plan · Barton Healthcare System's Barton Health 403(b) Plan held $92.7M in plan assets for 847 participants in 2024, with Lincoln Financial as recordkeeper.

Signals · 2

Corrective distributions issuedSelf-directed brokerage offered

Active participants

847

Accounts w/ balance

1,060

Plan assets (EOY)

$92.7M

Net assets (EOY)

$92.7M

People on this filing

Elizabeth Stork signed Barton Healthcare System's 2024 Form 5500 as plan administrator.

Elizabeth Stork — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Barton Healthcare System's EIN is 94-6050274.

EIN 94-6050274

Plan number 004

Plan year 2024

ACK ID 20251013152305NAL0001612369001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Barton Healthcare System from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Barton Healthcare System's plan includes a 403(b) annuity, 403(b) custodial accounts, ERISA 404(c) participant direction, a default investment (QDIA), a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BARTON HEALTHCARE SYSTEM.

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How this plan invests

This plan

80 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Plan sponsor

Name

BARTON HEALTHCARE SYSTEM

EIN

all filings

Address

2170 SOUTH AVENUE PO BOX 9578 · SOUTH LAKE TAHOE, CA · 961507026

Phone

(530) 541-3420

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2R · Participant-directed brokerage (SDBA)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
LINCOLN NATIONAL CORPORATION	35-1140070	—	SERVICE PROVIDER	$66K	—

Investments

80 direct securities· $92.7M(100% of reported assets)

Other securities

$56.8M

32 holdings

Stable Value

$15.7M

3 holdings

Common Collective Trusts

$9.4M

6 holdings

Pooled Separate Accounts

$5.6M

32 holdings

Mutual Funds

$2.8M

4 holdings

Bonds / Notes

$1.5M

1 holding

Self-Directed Brokerage

$850K

1 holding

Common Stocks

$6K

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

Fidelity$10.4M Lincoln Financial$6.9M American Funds (Capital Group)$3.1M JPMorgan$2.0M Prudential / PGIM$1.3M BlackRock / iShares$1.1M State Street / SPDR$715K Franklin Templeton$704K Invesco

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Audit & trust (Schedule H)

Auditor

EIDE BAILLY

Trustee / custodian

—

Trustee phone

—

					% of plan
YourPath 2050 Moderate Unitized Portfolio N/A	Other securities	—	—	$7.7M	8.3%
YourPath 2045 Moderate Unitized Portfolio N/A	Other securities	—	—	$7.6M	8.2%
Lincoln National Life Insurance Company * Lincoln Stable Value Guaranteed Investment Contract N/A	Stable Value	—	—	$6.9M	7.5%
YourPath 2035 Moderate Unitized Portfolio N/A	Other securities	—	—	$6.7M	7.2%
Fidelity 500 Index Fund Mutual Fund N/A	Common Collective Trusts	—	—	$5.2M	5.7%
YourPath 2040 Moderate Unitized Portfolio N/A	Other securities	—	—	$5.1M	5.5%
Fixed Account Guaranteed Investment Contract N/A	Stable Value	—	—	$5.0M	5.4%
AB Large Cap Growth Fund Mutual Fund N/A	Other securities	—	—	$4.9M	5.3%
YourPath 2030 Moderate Unitized Portfolio N/A	Other securities	—	—	$4.5M	4.9%
Lincoln Stable Value Guaranteed Investment Contract N/A	Stable Value	—	—	$3.8M	4.1%
YourPath 2055 Moderate Unitized Portfolio N/A	Other securities	—	—	$3.0M	3.2%
YourPath 2025 Moderate Unitized Portfolio N/A	Other securities	—	—	$2.5M	2.7%
JPMorgan Equity Income Fund Mutual Fund N/A	Other securities	—	—	$1.9M	2.1%
Fidelity Small Cap Index Fund Mutual Fund N/A	Common Collective Trusts	—	—	$1.9M	2.1%
YourPath 2045 Aggressive Unitized Portfolio N/A	Other securities	—	—	$1.7M	1.8%
American Funds EuroPacific Growth Fund Mutual Fund N/A	Mutual Funds	—	—	$1.6M	1.7%
Notes Receivable from Participants Maturing 2025 - 2043 at Interest Rates of 4.25% - 9.5% -	Bonds / Notes	—	—	$1.5M	1.6%
PGIM Total Return Bond Fund Mutual Fund N/A	Other securities	—	—	$1.3M	1.4%
YourPath 2035 Aggressive Unitized Portfolio N/A	Other securities	—	—	$1.2M	1.2%
YourPath 2050 Aggressive Unitized Portfolio N/A	Other securities	—	—	$1.1M	1.2%
American Funds Growth Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$1.0M	1.1%
Victory Sycamore Established Value Fund Mutual Fund N/A	Other securities	—	—	$1.0M	1.1%
Fidelity Mid Cap Index Fund Mutual Fund N/A	Common Collective Trusts	—	—	$1.0M	1.1%
YourPath 2040 Aggressive Unitized Portfolio N/A	Other securities	—	—	$996K	1.1%
YourPath Income Moderate Unitized Portfolio N/A	Other securities	—	—	$993K	1.1%
YourPath 2060 Moderate Unitized Portfolio N/A	Other securities	—	—	$939K	1.0%
Self-Directed Brokerage Accounts Self Directed Brokerage N/A	Self-Directed Brokerage	—	—	$850K	0.9%
Blackrock Mid Cap Growth Equity Fund Mutual Fund N/A	Other securities	—	—	$779K	0.8%
Fidelity International Index Fund Mutual Fund N/A	Common Collective Trusts	—	—	$750K	0.8%
Franklin Small Cap Value Class Fund Mutual Fund N/A	Mutual Funds	—	—	$704K	0.8%
LVIP Blended Large Cap Growth Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$701K	0.8%
YourPath 2055 Aggressive Unitized Portfolio N/A	Other securities	—	—	$659K	0.7%
LVIP SSGA S&P 500 Index Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$617K	0.7%
Fidelity VIP Contra Fund Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$441K	0.5%
YourPath 2020 Moderate Unitized Portfolio N/A	Other securities	—	—	$414K	0.4%
Fidelity US Bond Index Fund Mutual Fund N/A	Common Collective Trusts	—	—	$400K	0.4%
YourPath 2030 Aggressive Unitized Portfolio N/A	Other securities	—	—	$373K	0.4%
YourPath 2065 Aggressive Unitized Portfolio N/A	Other securities	—	—	$359K	0.4%
YourPath 2065 Moderate Unitized Portfolio N/A	Other securities	—	—	$321K	0.3%
American Funds Growth-Income Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$290K	0.3%
Fidelity VIP Freedom Target Date 2030 Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$283K	0.3%
Invesco Developing Fund Mutual Fund N/A	Mutual Funds	—	—	$265K	0.3%
LVIP Blackrock Dividend Value Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$256K	0.3%
YourPath 2060 Aggressive Unitized Portfolio N/A	Other securities	—	—	$255K	0.3%
PIMCO Income Institutional Fund Mutual Fund N/A	Mutual Funds	—	—	$207K	0.2%
LVIP Delaware Mid Cap Value Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$198K	0.2%
Fidelity VIP Growth Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$182K	0.2%
LVIP Baron Growth Opportunities Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$179K	0.2%
LVIP Dimensional US Core Equity Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$155K	0.2%
LVIP Delaware Smid Cap Core Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$153K	0.2%

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