Defined Benefit (Pension) · DOL Form 5500 · 2022
Eisenhower Health Pension Plan
Data updated 2026-08-25
- $138M
- Total assets Near avg plan size
- 550
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $251,017
- Avg per participant Above avg balance/head
Official DOL plan name: Retirement Income Plan for Employees of Eisenhower Medical Center · Sponsored by Eisenhower Health · California · Healthcare & Social Assistance
$138M in assets, 550 participants
Eisenhower Health's Retirement Income Plan for Employees of Eisenhower Medical Center reported $138M in total assets and 550 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.
- #19,073 in Healthcare & Social Assistance (20,060 peers)
Where Retirement Income Plan for Employees of Eisenhower Medical Center sits by assets
Retirement Income Plan for Employees of Eisenhower Medical Center sits in the top 10% of all filed plans by assets, $138M for 550 participants (~$251,017/participant), down 35.9% in 2022.
- #19,073
- in Healthcare & Social Assistance (20,060 peers)
- -35.9%
- assets change YoY
- 1.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $77M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Retirement Income Plan for Employees of Eisenhower Medical Center's outsized position by total assets
Retirement Income Plan for Employees of Eisenhower Medical Center vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$138,059,295 Top 6% higher than 94% 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
Retirement Income Plan for Employees of Eisenhower Medical Center among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Income Plan for Employees of Eisenhower Medical Center sits mid-pack in the medium band (550 participants).
Plan-year Form 5500 strip
Filing strip 956130458 · Eisenhower Health PY 2022 · Defined Benefit (Pension)
Retirement Income Plan for Employees of Eisenhower Medical Center · $138M · 550 · 94th
- PART $138M
- TYPE 550
- NET 94th
- BOOK Defined Benefit (Pension)
- VS-ST near Mead Johnson & Company Retirement Plan
- BOY ind #19073
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 →
Retirement Income Plan for Employees of Eisenhower Medical Center in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $215M |
|---|---|
| Net Assets (End of Year) | $138M |
| Net Income | -$77M |
| Employer EIN | 956130458 |
| Plan Effective Date | 1971-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Eisenhower Health)
Sponsor-wide plan assets over time
All Eisenhower Health plans reported in each filing year
- Latest sponsor-wide plan assets
- $514M 9.54786026566701% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 4,537 | $469M |
| 2023 | 2 | 4,682 | $511M |
| 2024 | 2 | 4,944 | $514M |
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
Retirement Income Plan for Employees of Eisenhower Medical Center's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Mead Johnson & Company Retirement Plan in NJ ($138M); by covered participants it is U.a. Local 13 Pension Fund in NY (549 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($138M here).
- Mead Johnson & Company Retirement Plan (NJ) $138M · 490
- Retirement Plan of the Unite Here International (NY) $138M · 514
- Am General Salaried Retirement Plan (IN) $138M · 148
- Mizuho Bank, Ltd. Pension Plan (NY) $138M · 825
Similar participant headcount
Nearest other-state filings by covered participants (550 participants); asset peers above are excluded.
- U.a. Local 13 Pension Fund (NY) 549 · 1 off
- Volvo Retirement Plan (PA) 551 · 1 off
- Teamsters Local Union No. 115 Pension Plan (PA) 549 · 1 off
- Buffalo Laborers Pension Fund (NY) 549 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.