401(k) · DOL Form 5500 · 2022
Community Hospital of the Monterey Peninsula 401(k) Plan
Data updated 2026-08-25
- $292M
- Total assets Near avg plan size
- 2,531
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $115,356
- Avg per participant Below avg balance/head
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.
- #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.
- #19,476
- in Healthcare & Social Assistance (20,060 peers)
- -14.4%
- assets change YoY
- 2.9×
- vs typical plan assets (national mean)
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.
Community Hospital of the Monterey Peninsula Tax-Sheltered Annuity Plan's outsized position 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Community Hospital of the Monterey Peninsula Tax-Sheltered Annuity 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. Community Hospital of the Monterey Peninsula Tax-Sheltered Annuity Plan lands in the large band (2,531 participants).
DOL schedule card
Filing strip 940760193 · Community Hospital of the Monterey Peninsula PY 2022 · 401(k)
Community Hospital of the Monterey Peninsula Tax-Sheltered Annuity Plan · $292M · 2,531 · 97th
- 5500 $292M
- 5500 2,531
- 5500 97th
- 5500 401(k)
- 5500 near Verizon Savings and Security Plan for West Region Hourly Employees
- 5500 ind #19476
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 →
Community Hospital of the Monterey Peninsula Tax-Sheltered Annuity Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $341M |
|---|---|
| Net Assets (End of Year) | $292M |
| Net Income | -$49M |
| Employer EIN | 940760193 |
| Plan Effective Date | 1999-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Community Hospital of the Monterey Peninsula)
Sponsor-wide plan assets over time
All Community Hospital of the Monterey Peninsula plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.2B 25.782755404576672% vs 2022
- 2024 filing year
| 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.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Community Hospital of the Monterey Peninsula Tax-Sheltered Annuity Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Verizon Savings and Security Plan for West Region Hourly Employees in NJ ($292M); by covered participants it is Bfg Wage Defined Contribution Retirement Plan in SC (2,533 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($292M here).
Similar participant headcount
Nearest other-state filings by covered participants (2,531 participants); asset peers above are excluded.
- Bfg Wage Defined Contribution Retirement Plan (SC) 2,533 · 2 off
- Center 401(k) Plan (CO) 2,533 · 2 off
- Guardian Pharmacy, LLC 401(k) Plan (GA) 2,528 · 3 off
- U.S. Physical Therapy, Inc. 401(k) Salary Savings Plan (TX) 2,534 · 3 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.