401(k) · DOL Form 5500 · 2022

Community Hospital of the Monterey Peninsula 401(k) Plan

Data updated 2026-08-11

$292M
Total assets
2,531
Participants
97th
Percentile by assets
$115,356
Avg per participant
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Official DOL plan name: Community Hospital of the Monterey Peninsula Tax-Sheltered Annuity Plan · Sponsored by Community Hospital of the Monterey Peninsula · California · Healthcare & Social Assistance

$292M in assets, 2,531 participants

Community Hospital of the Monterey Peninsula's Community Hospital of the Monterey Peninsula Tax-Sheltered Annuity Plan reported $292M in total assets and 2,531 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.

  • 97th percentile by assets (of 139,126 plans)
  • #19,476 in Healthcare & Social Assistance (20,060 peers)

Coverage in California

Community Hospital of the Monterey Peninsula Tax-Sheltered Annuity Plan covers 2,531 participants in California, 4.0x the typical California plan (state average ~630 per filing). Assets: $292M.

$292M
total plan assets (2022 EOY)
2,531
covered participants
97th
percentile by assets (of 139,126 plans)
$115,356
avg assets per participant

The plan reported a net loss of $49M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Community Hospital of the Monterey Peninsula Tax-Sheltered Annuity Plan sits by total assets

Community Hospital of the Monterey Peninsula Tax-Sheltered Annuity Plan vs every filed plan by assets

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

$291,966,676 Top 3% higher than 97% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
California
Industry
Healthcare & Social Assistance

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Community Hospital of the Monterey Peninsula Tax-Sheltered Annuity Plan reports 2,531 participants - 4.0x that state average ($292M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$341M
Net Assets (End of Year)$292M
Net Income-$49M
Employer EIN940760193
Plan Effective Date1999-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Community Hospital of the Monterey Peninsula)

$0.9B$1B$1.1B$1.2B$1.3B 202220232024 $0.98B $1.23B ▲ +25.5%
Total plan assets by year, all Community Hospital of the Monterey Peninsula plans on file
Year Plans Participants Total Assets
2022 3 4,761 $980M
2023 3 4,891 $1.1B
2024 3 5,327 $1.2B

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Community Hospital of the Monterey Peninsula Tax-Sheltered Annuity Plan vs. nearby 401(k) plans in California, assets vs. participants

Community Hospital of the Monterey Peninsula Tax-Sheltered Annuity Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Community Hospital o…Wells Fargo & Compan…Google LLC 401(k) Sa…Oracle Corporation 4…Chevron Employee Sav…Intel 401(k) Savings…
Community Hospital of the Monterey Peninsula Tax-Sheltered Annuity Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Community Hospital of the Monterey Penin… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Community Hospital of the Monterey Peninsula Tax-Sheltered Annuity Plan by total assets, not by location.

Frequently Asked Questions

How did Community Hospital of the Monterey Peninsula Tax-Sheltered Annuity Plan assets move in 2022? ▼
Community Hospital of the Monterey Peninsula Tax-Sheltered Annuity Plan pulled back noticeably - down 14.4% during 2022, from $341M to $292M. Reported net income was -$49M.
How have Community Hospital of the Monterey Peninsula plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Community Hospital of the Monterey Peninsula's sponsor-wide assets grew 25.8%, from $980M to $1.2B.
Where does Community Hospital of the Monterey Peninsula Tax-Sheltered Annuity Plan rank by assets among Form 5500 filers? ▼
Community Hospital of the Monterey Peninsula Tax-Sheltered Annuity Plan ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Community Hospital of the Monterey Peninsula Tax-Sheltered Annuity Plan? ▼
Among 401(k) plans in other states, the closest by assets is Verizon Savings and Security Plan for West Region Hourly Employees in NJ ($292M, 508 participants).

Next read for Community Hospital of the Monterey Penin…

Filing takeaways

Ways to act on Community Hospital of the Monterey Peninsula Tax-Sheltered Annuity Plan's numbers.

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 940760193.

Read our methodology - how this data is sourced, computed, and verified.

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