Profit Sharing
2022 plan-year Profit Sharing DOL Form 5500

Pomona Valley Hospital Medical Center Retirement Savings Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Pomona Valley Hospital Medical Center · California · Healthcare & Social Assistance

What the 2023 filing shows

Pomona Valley Hospital Medical Center Retirement Savings Plan holds $454M for 3,731 participants — about $121,603 per participant, down 10.6% over the 2022 plan year.

$454M
total plan assets (2022 EOY)
3,731
covered participants
$121,603
avg assets per participant
-10.6%
assets change YoY

The plan reported a net loss of $54M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$454M
Participants
3,731
State
Industry
Healthcare & Social Assistance

What the Filing Says About Pomona Valley Hospital Medical Center Retirement Savings Plan

Pomona Valley Hospital Medical Center Retirement Savings Plan is a Profit Sharing retirement plan sponsored by Pomona Valley Hospital Medical Center, headquartered in California. As of the 2022 Form 5500 filing, the plan reports $454M in total end-of-year assets and covers 3,731 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 951115230, and the plan has been effective since 1969-09-15. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $507M at the beginning of 2022 to $454M at year-end — a decline of 10.6%. Net assets (after liabilities) closed the year at $454M, with reported net income of $-53,741,430 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$507M
Total Assets (End of Year)$454M
Net Assets (End of Year)$454M
Net Income$-53,741,430
Plan TypeProfit Sharing
Employer EIN951115230
Plan Effective Date1969-09-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Pomona Valley Hospital Medical Center)

Year Plans Participants Total Assets
2022 1 3,731 $454M
2023 1 3,859 $525M
2024 1 4,023 $594M

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Frequently Asked Questions

How much money is in the Pomona Valley Hospital Medical Center Retirement Savings Plan?
As of the 2022 Form 5500 filing, Pomona Valley Hospital Medical Center Retirement Savings Plan holds $454M in total assets with 3,731 participants. It is sponsored by Pomona Valley Hospital Medical Center.
What type of plan is Pomona Valley Hospital Medical Center Retirement Savings Plan?
Pomona Valley Hospital Medical Center Retirement Savings Plan is a Profit Sharing plan. It has been effective since 1969-09-15. The plan is filed with the U.S. Department of Labor under EIN 951115230.
Who sponsors the Pomona Valley Hospital Medical Center Retirement Savings Plan?
Pomona Valley Hospital Medical Center Retirement Savings Plan is sponsored by Pomona Valley Hospital Medical Center, located in California. The sponsor's EIN is 951115230 and the plan operates in the Healthcare & Social Assistance industry.
How did Pomona Valley Hospital Medical Center Retirement Savings Plan perform in 2022?
Pomona Valley Hospital Medical Center Retirement Savings Plan declined by 10.6% during 2022, moving from $507M to $454M in total assets. Net income was $-53,741,430.
Where can I find official filings for Pomona Valley Hospital Medical Center Retirement Savings Plan?
Official Form 5500 filings for Pomona Valley Hospital Medical Center Retirement Savings Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 951115230 or plan name at efast.dol.gov.
How does Pomona Valley Hospital Medical Center Retirement Savings Plan compare to other plans?
You can compare Pomona Valley Hospital Medical Center Retirement Savings Plan against other Profit Sharing plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 951115230.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.