401(k) · DOL Form 5500 · 2022
Hoag Memorial Hospital Presbyterian 401(k) Plan
Data updated 2026-08-11
- $853M
- Total assets
- 7,152
- Participants
- 99th
- Percentile by assets
- $119,289
- Avg per participant
Official DOL plan name: Hoag Sheltered Savings Plan · Sponsored by Hoag Memorial Hospital Presbyterian · California · Healthcare & Social Assistance
$853M in assets, 7,152 participants
Hoag Memorial Hospital Presbyterian's Hoag Sheltered Savings Plan reported $853M in total assets and 7,152 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- 99th percentile by assets (of 139,126 plans)
- #19,852 in Healthcare & Social Assistance (20,060 peers)
Coverage in California
Hoag Sheltered Savings Plan covers 7,152 participants in California, 11x the typical California plan (state average ~630 per filing). Assets: $853M.
- $853M
- total plan assets (2022 EOY)
- 7,152
- covered participants
- 99th
- percentile by assets (of 139,126 plans)
- $119,289
- avg assets per participant
The plan reported a net loss of $163M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Hoag Sheltered Savings Plan reports 7,152 participants - 11x that state average ($853M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $1.0B |
|---|---|
| Net Assets (End of Year) | $853M |
| Net Income | -$163M |
| Employer EIN | 951643327 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hoag Memorial Hospital Presbyterian)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7,152 | $853M |
| 2023 | 1 | 7,963 | $1.1B |
| 2024 | 1 | 8,596 | $1.3B |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Hoag Sheltered Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
- 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
Scale composition for Hoag Sheltered Savings Plan
Hoag Sheltered Savings Plan reports $853M in end-of-year assets across 7,152 participants (0.007% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $119,289 per participant (86% of the national average assets-per-participant) . Net income for plan year 2022 was -$163M.
This plan identity (EIN 951643327, plan #005) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $853M to $1.3B (+47.0%) while covered participants moved from 7,152 to 8,596 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 7,152 | $853M | This page |
| 2023 | 7,963 | $1.1B | Open filing |
| 2024 · index core | 8,596 | $1.3B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Hoag Sheltered Savings Plan (401(k), $1.3B, 8,596 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Hoag Sheltered Savings Plan by total assets, not by location.
- Albemarle Corporation Retirement Savings Plan (NC) $853M · 1,784
- Lg&e and Ku Savings Plan (KY) $851M · 3,389
- Coadvantage Corporation Retirement Savings Plan (FL) $851M · 55,559
- Mccormick 401(k) Retirement Plan (MD) $855M · 4,804
Frequently Asked Questions
How did Hoag Sheltered Savings Plan assets move in 2022? ▼
How have Hoag Memorial Hospital Presbyterian plan assets changed over time? ▼
Where does Hoag Sheltered Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Hoag Sheltered Savings Plan? ▼
Next read for Hoag Sheltered Savings Plan
Filing takeaways
Ways to act on Hoag Sheltered Savings Plan's numbers.
- By total assets, Hoag Sheltered Savings Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
- Hoag Memorial Hospital Presbyterian's sponsor-wide assets have grown 47.0% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans