Other · DOL Form 5500 · 2022

Henry Mayo Newhall Hospital Retirement Plan

Data updated 2026-08-25

$136M
Total assets Near avg plan size
1,141
Participants Near avg headcount
94th
Percentile by assets National rank
$119,416
Avg per participant Near avg balance/head
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Official DOL plan name: Henry Mayo Newhall Memorial Hospital & Foundation Retirement Plan · Sponsored by Henry Mayo Newhall Hospital · California · Healthcare & Social Assistance

$136M in assets, 1,141 participants

Henry Mayo Newhall Hospital's Henry Mayo Newhall Memorial Hospital & Foundation Retirement Plan reported $136M in total assets and 1,141 participants in its 2022 DOL Form 5500 filing, ranking in the 94th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #19,059 in Healthcare & Social Assistance (20,060 peers)

Where Henry Mayo Newhall Memorial Hospital & Foundation Retirement Plan sits by assets

Henry Mayo Newhall Memorial Hospital & Foundation Retirement Plan sits in the top 10% of all filed plans by assets, $136M for 1,141 participants (~$119,416/participant), down 13.2% in 2022.

#19,059
in Healthcare & Social Assistance (20,060 peers)
-13.2%
assets change YoY
1.4×
vs typical plan assets (national mean)

The plan reported a net loss of $21M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Henry Mayo Newhall Memorial Hospital & Foundation Retirement Plan's outsized position by total assets

Henry Mayo Newhall Memorial Hospital & Foundation Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$136,253,801 Top 6% higher than 94% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Henry Mayo Newhall Memorial Hospital & Foundation Retirement Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Henry Mayo Newhall Memorial Hospital & Foundation Retirement Plan lands in the large band (1,141 participants).

Published 5500 schedule card

Filing strip 952821104 · Henry Mayo Newhall Hospital PY 2022 · Other

Henry Mayo Newhall Memorial Hospital & Foundation Retirement Plan · $136M · 1,141 · 94th

  • PART $136M
  • PART 1,141
  • PART 94th
  • PART Other
  • PART near Sinai Health System Consolidated 403(b) Plan
  • PART ind #19059

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in California →

Henry Mayo Newhall Memorial Hospital & Foundation Retirement Plan in the asset neighbourhood

Tax Deferred Annuity Retirement PlanTax Deferred Annuity Retirem…$136MSinai Health System Consolidated 403(b) PlanSinai Health System Consolid…$136MHenry Mayo Newhall Memorial Hospital & Foundation Retirement PlanHenry Mayo Newhall Memorial …$136MCarroll Hospital Center Retirement Savings PlanCarroll Hospital Center Reti…$136MChildren's University Medical Group Tax Deferred Annuity PlanChildren's University Medica…$136M
End-of-year total assets ($M) among Henry Mayo Newhall Memorial Hospital & Foundation Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$157M
Net Assets (End of Year)$136M
Net Income-$21M
Employer EIN952821104
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Henry Mayo Newhall Hospital)

Sponsor-wide plan assets over time

All Henry Mayo Newhall Hospital plans reported in each filing year

Latest sponsor-wide plan assets
$178M 30.950357854604% vs 2022
2024 filing year
$120M$140M$160M$180M$200M 202220232024 $136M $178M ▲ +31.0%
Year Plans Participants Total Assets
2022 1 1,141 $136M
2023 1 2,020 $163M
2024 1 1,817 $178M

Nearby Other Plans in California

Peer Other plans, same state, same plan type, ranked by total assets.

Henry Mayo Newhall Memorial Hospital & Foundation Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -50510 Total assets ($B) Participants Henry Mayo Newhall Memorial Hospital & Foundation Retirement Plan, Total assets ($B): 0.136253801 · Participants: 1141Henry Mayo Newhall Memorial Hospital & Foundation Retirement PlanStanford Contributory Retirement Plan, Total assets ($B): 9.38573656 · Participants: 22514Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 5.320318331 · Participants: 48591Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 4.535728964 · Participants: 20237Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.200375781 · Participants: 9827Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 3.677071678 · Participants: 22632University of Southern California Tax-Deferred Annuity Plan
Henry Mayo Newhall Memorial Hospital & Foundation Retirement Plan vs. nearby Other plans in California, assets vs. participants

Henry Mayo Newhall Memorial Hospital & Foundation Retirement Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Sinai Health System Consolidated 403(b) Plan in IL ($136M); by covered participants it is Community Health Center, Inc. 403(b) Retirement Plan in CT (1,142 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,141 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Henry Mayo Newhall Memorial Hospital & Foundation Retirement Plan assets move in 2022? ▼
Henry Mayo Newhall Memorial Hospital & Foundation Retirement Plan pulled back noticeably - down 13.2% during 2022, from $157M to $136M. Reported net income was -$21M.
How have Henry Mayo Newhall Hospital plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Henry Mayo Newhall Hospital's sponsor-wide assets grew 31.0%, from $136M to $178M.
Where does Henry Mayo Newhall Memorial Hospital & Foundation Retirement Plan rank by assets among Form 5500 filers? ▼
Henry Mayo Newhall Memorial Hospital & Foundation Retirement Plan ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Henry Mayo Newhall Memorial Hospital & Foundation Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Sinai Health System Consolidated 403(b) Plan in IL ($136M, 3,422 participants).
Which Other plans cover a similar participant headcount to Henry Mayo Newhall Memorial Hospital & Foundation Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Community Health Center, Inc. 403(b) Retirement Plan in CT (1,142 participants, $75M in assets).