401(k) · DOL Form 5500 · 2022
Hoag Memorial Hospital Presbyterian 401(k) Plan
Data updated 2026-08-25
- $853M
- Total assets Above avg plan size
- 7,152
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $119,289
- Avg per participant Near avg balance/head
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.
- #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.
- #19,852
- in Healthcare & Social Assistance (20,060 peers)
- -16.0%
- assets change YoY
- 8.6×
- vs typical plan assets (national mean)
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.
Hoag Sheltered Savings Plan's outsized position by total assets
Hoag Sheltered Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$853,151,386 Top 1% higher than 99% 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
Hoag Sheltered Savings 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. Hoag Sheltered Savings Plan lands in the large band (7,152 participants).
Plan-year Form 5500 strip
Filing strip 951643327 · Hoag Memorial Hospital Presbyterian PY 2022 · 401(k)
Hoag Sheltered Savings Plan · $853M · 7,152 · 99th
- PCT $853M
- PCT 7,152
- PCT 99th
- PCT 401(k)
- PCT near Albemarle Corporation Retirement Savings Plan
- PCT ind #19852
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 →
Hoag Sheltered Savings Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Hoag Memorial Hospital Presbyterian plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.3B 46.95638459643784% vs 2022
- 2024 filing year
| 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.
- 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)
Hoag Sheltered Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Albemarle Corporation Retirement Savings Plan in NC ($853M); by covered participants it is Winnebago Industries, Inc. Profit Sharing and Deferred Savings and Investment Plan in MN (7,153 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($853M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (7,152 participants); asset peers above are excluded.
- Winnebago Industries, Inc. Profit Sharing and Deferred Savings and Investment Plan (MN) 7,153 · 1 off
- Flex 401(k) Plan (TX) 7,156 · 4 off
- Stride, Inc. 401(k) Plan (VA) 7,160 · 8 off
- The Molex Retirement and Savings Plan (IL) 7,142 · 10 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.