Defined Benefit (Pension) · DOL Form 5500 · 2022
Cottage Health Pension Plan
Data updated 2026-08-06
- $748M
- Total assets
- 3,376
- Participants
- 99th
- Percentile by assets
- $221,527
- Avg per participant
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.
- 99th percentile by assets (of 139,258 plans)
- #19,842 in Healthcare & Social Assistance (20,087 peers)
Coverage in California
Cottage Health Pension Plan covers 3,376 participants in California, 5.3x the typical California plan (state average ~637 per filing). Assets: $748M.
- $748M
- total plan assets (2022 EOY)
- 3,376
- covered participants
- 99th
- percentile by assets (of 139,258 plans)
- $221,527
- avg assets per participant
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.
Participants vs California filers
In California, the average filing covers about 637 participants across 14,392 plans. Cottage Health Pension Plan reports 3,376 participants - 5.3x that state average ($748M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $876M |
|---|---|
| Net Assets (End of Year) | $748M |
| Net Income | -$128M |
| Employer EIN | 770431902 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cottage Health)
| 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
- 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
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Cottage Health Pension Plan by total assets, not by location.
- Ufcw Union Local No. 655, Food Employer's Joint Pe (MO) $749M · 7,606
- The Ohiohealth Cash Balance Retirement Plan (OH) $746M · 7,923
- Ameriprise Financial Retirement Plan (MN) $744M · 5,652
- Operating Eng Cons Ind Misc. Pension Fund (PA) $742M · 4,222
Frequently Asked Questions
How did Cottage Health Pension Plan assets move in 2022? ▼
How have Cottage Health plan assets changed over time? ▼
Where does Cottage Health Pension Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Cottage Health Pension Plan? ▼
Next read for Cottage Health Pension Plan
Filing takeaways
Ways to act on Cottage Health Pension Plan's numbers.
- By total assets, Cottage Health Pension Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in California. Compare plans
- Cottage Health's sponsor-wide assets have grown 28.6% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans