Other · DOL Form 5500 · 2022
Scripps Health Retirement Plan
Data updated 2026-08-25
- $511M
- Total assets Above avg plan size
- 16,497
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $30,949
- Avg per participant Low balance/head
Official DOL plan name: Scripps Health 403(b) Plan · Sponsored by Scripps Health · California · Healthcare & Social Assistance
$511M in assets, 16,497 participants
Scripps Health's Scripps Health 403(b) Plan reported $511M in total assets and 16,497 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- #19,680 in Healthcare & Social Assistance (20,060 peers)
Coverage in California
Scripps Health 403(b) Plan covers 16,497 participants in California, 26x the typical California plan (state average ~630 per filing). Assets: $511M.
- #19,680
- in Healthcare & Social Assistance (20,060 peers)
- -12.9%
- assets change YoY
- 5.1×
- vs typical plan assets (national mean)
The plan reported a net loss of $76M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Scripps Health 403(b) Plan's outsized position by total assets
Scripps Health 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$510,559,939 Top 2% higher than 98% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Scripps Health 403(b) Plan's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Scripps Health 403(b) Plan is a mega filing (16,497 participants), the rightmost band on the breakdown.
DOL schedule card
Filing strip 951684089 · Scripps Health PY 2022 · Other
Scripps Health 403(b) Plan · $511M · 16,497 · 98th
- EBSA $511M
- PART 16,497
- TYPE 98th
- NET Other
- BOOK near Samaritan Health Services Tax Sheltered Annuity Pl
- VS-ST ind #19680
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 →
Scripps Health 403(b) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $587M |
|---|---|
| Net Assets (End of Year) | $511M |
| Net Income | -$76M |
| Employer EIN | 951684089 |
| Plan Effective Date | 2010-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Scripps Health)
Sponsor-wide plan assets over time
All Scripps Health plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.1B 37.08999993148701% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 31,458 | $1.5B |
| 2023 | 2 | 32,076 | $1.8B |
| 2024 | 2 | 33,747 | $2.1B |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $9.4B · 22,514
- Sutter Health 403(b) Savings Plan $5.3B · 48,591
- Stanford Health Care Retirement Savings Plan $4.5B · 20,237
- Caltech Base Retirement Plan $4.2B · 9,827
- University of Southern California Tax-Deferred Annuity Plan $3.7B · 22,632
Scale composition for Scripps Health 403(b) Plan
Scripps Health 403(b) Plan reports $511M in end-of-year assets across 16,497 participants (0.004% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.018% of 93,925,755 covered participants) - about $30,949 per participant (22% of the national average assets-per-participant) . Net income for plan year 2022 was -$76M.
This plan identity (EIN 951684089, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $511M to $729M (+42.7%) while covered participants moved from 16,497 to 17,599 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 16,497 | $511M | This page |
| 2023 | 16,944 | $630M | Open filing |
| 2024 · index core | 17,599 | $729M | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Scripps Health Retirement Savings Plan (Money Purchase, $1.3B, 16,148 participants)
- Scripps Health 403(b) Plan (Other, $729M, 17,599 participants)
Scripps Health 403(b) Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Samaritan Health Services Tax Sheltered Annuity Pl in OR ($510M); by covered participants it is Yale University Tax-Deferred 403(b) Savings Plan in CT (16,785 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($511M here).
- Samaritan Health Services Tax Sheltered Annuity Pl (OR) $510M · 6,068
- Devereux Defined Contribution Retirement Plan (PA) $512M · 12,673
- Illinois Institute of Technology Tax Deferred Annuity Plan (IL) $506M · 1,049
- Amherst College Defined Contribution Retirement Plan (MA) $516M · 1,788
Similar participant headcount
Nearest other-state filings by covered participants (16,497 participants); asset peers above are excluded.
- Yale University Tax-Deferred 403(b) Savings Plan (CT) 16,785 · 288 off
- Penn State Health Tax Sheltered Annuity Program (PA) 16,787 · 290 off
- Columbia University Voluntary Retirement Savings Plan (NY) 16,817 · 320 off
- The Children's Hospital of Philadelphia Retirement Savings Plan (PA) 15,989 · 508 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.