Defined Benefit (Pension) · DOL Form 5500 · 2022

Cottage Health Pension Plan

Data updated 2026-08-25

$748M
Total assets Above avg plan size
3,376
Participants Above avg headcount
99th
Percentile by assets National rank
$221,527
Avg per participant Above avg balance/head
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Official DOL plan name: Cottage Health Pension Plan · Sponsored by Cottage Health · California · Healthcare & Social Assistance

$748M in assets, 3,376 participants

Cottage Health's Cottage Health Pension Plan reported $748M in total assets and 3,376 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.

  • #19,815 in Healthcare & Social Assistance (20,060 peers)

Coverage in California

Cottage Health Pension Plan covers 3,376 participants in California, 5.4x the typical California plan (state average ~630 per filing). Assets: $748M.

#19,815
in Healthcare & Social Assistance (20,060 peers)
-14.7%
assets change YoY
7.5×
vs typical plan assets (national mean)

The plan reported a net loss of $128M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cottage Health Pension Plan's outsized position by total assets

Cottage Health Pension Plan vs every filed plan by assets

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

$747,873,995 Top 1% higher than 99% of 139,123 filed plans

This plan $0 $2,050,000,000 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

Cottage Health Pension 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. Cottage Health Pension Plan lands in the large band (3,376 participants).

DOL schedule card

Filing strip 770431902 · Cottage Health PY 2022 · Defined Benefit (Pension)

Cottage Health Pension Plan · $748M · 3,376 · 99th

  • BOOK $748M
  • BOOK 3,376
  • BOOK 99th
  • BOOK Defined Benefit (Pension)
  • BOOK near Ufcw Union Local No. 655, Food Employer's Joint Pe
  • BOOK ind #19815

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 →

Cottage Health Pension Plan in the asset neighbourhood

Ufcw Union Local No. 655, Food Employer's Joint PeUfcw Union Local No. 655, Fo…$749MCottage Health Pension Plan$748MThe Ohiohealth Cash Balance Retirement PlanThe Ohiohealth Cash Balance …$746MAmeriprise Financial Retirement PlanAmeriprise Financial Retirem…$744MOperating Eng Cons Ind Misc. Pension FundOperating Eng Cons Ind Misc.…$742M
End-of-year total assets ($M) among Cottage Health Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$876M
Net Assets (End of Year)$748M
Net Income-$128M
Employer EIN770431902
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cottage Health)

Sponsor-wide plan assets over time

All Cottage Health plans reported in each filing year

Latest sponsor-wide plan assets
$1.1B 28.60144178734167% vs 2022
2024 filing year
$0.7B$0.8B$0.9B$1B$1.1B 202220232024 $0.82B $1.06B ▲ +29.3%
Year Plans Participants Total Assets
2022 3 7,468 $824M
2023 3 7,812 $957M
2024 3 7,978 $1.1B

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Cottage Health Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Cottage Health Pension Plan, Total assets ($B): 0.747873995 · Participants: 3376Cottage Health Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 31.853758931 · Participants: 126331Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.05949917 · Participants: 25709Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.381485239 · Participants: 19326Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 9.228005463 · Participants: 11405Disney Salaried Pension Plan DWells Fargo & Company Cash Balance Plan, Total assets ($B): 8.784432859 · Participants: 59141Wells Fargo & Company Cash Balance Plan
Cottage Health Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Cottage Health Pension Plan side-by-side with 3 peers →

Cottage Health Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Ufcw Union Local No. 655, Food Employer's Joint Pe in MO ($749M); by covered participants it is Minor League Players Pension Plan in NY (3,377 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($748M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,376 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Cottage Health Pension Plan assets move in 2022? ▼
Cottage Health Pension Plan pulled back noticeably - down 14.7% during 2022, from $876M to $748M. Reported net income was -$128M.
How have Cottage Health plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cottage Health's sponsor-wide assets grew 28.6%, from $824M to $1.1B.
Where does Cottage Health Pension Plan rank by assets among Form 5500 filers? ▼
Cottage Health Pension Plan ranks in the 99th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the largest 1% of all filed plans).
Which Defined Benefit (Pension) plans are similar in size to Cottage Health Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Ufcw Union Local No. 655, Food Employer's Joint Pe in MO ($749M, 7,606 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Cottage Health Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Minor League Players Pension Plan in NY (3,377 participants, $22M in assets).

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 770431902.

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.