Defined Benefit (Pension) · DOL Form 5500 · 2022
Marshall Medical Center Pension Plan
Data updated 2026-08-25
- $184M
- Total assets Near avg plan size
- 1,328
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $138,323
- Avg per participant Near avg balance/head
Official DOL plan name: Marshall Medical Employees' Retirement Plan · Sponsored by Marshall Medical Center · California · Healthcare & Social Assistance
$184M in assets, 1,328 participants
Marshall Medical Center's Marshall Medical Employees' Retirement Plan reported $184M in total assets and 1,328 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.
- #19,250 in Healthcare & Social Assistance (20,060 peers)
Coverage in California
Marshall Medical Employees' Retirement Plan covers 1,328 participants in California, 2.1x the typical California plan (state average ~630 per filing). Assets: $184M.
- #19,250
- in Healthcare & Social Assistance (20,060 peers)
- -18.4%
- assets change YoY
- 1.8×
- vs typical plan assets (national mean)
The plan reported a net loss of $41M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Marshall Medical Employees' Retirement Plan's outsized position by total assets
Marshall Medical Employees' Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$183,692,842 Top 5% higher than 95% 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
Marshall Medical Employees' 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. Marshall Medical Employees' Retirement Plan lands in the large band (1,328 participants).
Published 5500 schedule card
Filing strip 206019079 · Marshall Medical Center PY 2022 · Defined Benefit (Pension)
Marshall Medical Employees' Retirement Plan · $184M · 1,328 · 95th
- PART $184M
- TYPE 1,328
- NET 95th
- BOOK Defined Benefit (Pension)
- VS-ST near Donaldson Company, Inc. Salaried Employees Pension Plan
- BOY ind #19250
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 →
Marshall Medical Employees' Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $225M |
|---|---|
| Net Assets (End of Year) | $184M |
| Net Income | -$41M |
| Employer EIN | 206019079 |
| Plan Effective Date | 2003-08-03 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Marshall Medical Center)
Sponsor-wide plan assets over time
All Marshall Medical Center plans reported in each filing year
- Latest sponsor-wide plan assets
- $111M 39.36621384517531% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,328 | $184M |
| 2023 | 1 | 1,149 | $109M |
| 2024 | 1 | 934 | $111M |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Kaiser Permanente Retirement Plan $31.9B · 126,331
- Pacific Gas and Electric Company Retirement Plan $17.1B · 25,709
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $10.4B · 19,326
- Disney Salaried Pension Plan D $9.2B · 11,405
- Wells Fargo & Company Cash Balance Plan $8.8B · 59,141
Marshall Medical Employees' Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Donaldson Company, Inc. Salaried Employees Pension Plan in MN ($183M); by covered participants it is Nevada Gold Mines LLC - Bargaining Unit Pension Plan in NV (1,328 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($184M here).
- Donaldson Company, Inc. Salaried Employees Pension Plan (MN) $183M · 1,063
- American Commercial Barge Line LLC Pension Plan (IN) $183M · 304
- Western Glaziers Retirement Plan (OR) $183M · 506
- Drummond Company, Inc. Revised Pension Plan (AL) $184M · 327
Similar participant headcount
Nearest other-state filings by covered participants (1,328 participants); asset peers above are excluded.
- Nevada Gold Mines LLC - Bargaining Unit Pension Plan (NV) 1,328 · 0 off
- The Defined Benefit Pension Plan of the Head Start Sponsoring Board (NY) 1,328 · 0 off
- The Trane Merged Hourly Pension Plan (NC) 1,330 · 2 off
- Columbia Energy Group Pension Plan (IN) 1,325 · 3 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.