Defined Benefit (Pension) · DOL Form 5500 · 2022
Community Hospital of the Monterey Peninsula Pension Plan
Data updated 2026-08-11
- $55M
- Total assets
- 1,241
- Participants
- 89th
- Percentile by assets
- $44,585
- Avg per participant
Official DOL plan name: Community Hospital of the Monterey Peninsula Cash Balance Plan · Sponsored by Community Hospital of the Monterey Peninsula · California · Healthcare & Social Assistance
$55M in assets, 1,241 participants
Community Hospital of the Monterey Peninsula's Community Hospital of the Monterey Peninsula Cash Balance Plan reported $55M in total assets and 1,241 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.
- 89th percentile by assets (of 139,126 plans)
- #18,151 in Healthcare & Social Assistance (20,060 peers)
Where Community Hospital of the Monterey Peninsula Cash Balance Plan sits by assets
Community Hospital of the Monterey Peninsula Cash Balance Plan sits in the top quartile of all filed plans by assets, $55M for 1,241 participants (~$44,585/participant), down 1.6% in 2022.
- $55M
- total plan assets (2022 EOY)
- 1,241
- covered participants
- 89th
- percentile by assets (of 139,126 plans)
- $44,585
- avg assets per participant
The plan reported a net loss of $902K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Community Hospital of the Monterey Peninsula Cash Balance Plan sits by total assets
Community Hospital of the Monterey Peninsula Cash Balance Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$55,329,725 Top 11% higher than 89% 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
Community Hospital of the Monterey Peninsula Cash Balance Plan vs the 2022 asset distribution
By assets, Community Hospital of the Monterey Peninsula Cash Balance Plan outranks 89% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.6x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $56M |
|---|---|
| Net Assets (End of Year) | $55M |
| Net Income | -$902K |
| Employer EIN | 940760193 |
| Plan Effective Date | 2012-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Community Hospital of the Monterey Peninsula)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 4,761 | $980M |
| 2023 | 3 | 4,891 | $1.1B |
| 2024 | 3 | 5,327 | $1.2B |
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
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Community Hospital of the Monterey Peninsula Cash Balance Plan by total assets, not by location.
- Rogers Group Inc & Its Affiliates Retirement Plan (TN) $55M · 155
- Pottstown Memorial Medical Center Retirement Income Plan (PA) $55M · 121
- Local 111 Pension Fund (NY) $55M · 393
- Oshkosh B'gosh, Inc. Pension Plan (GA) $55M · 25
Frequently Asked Questions
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Ways to act on Community Hospital of the Monterey Peninsula Cash Balance Plan's numbers.
- By total assets, Community Hospital of the Monterey Peninsula Cash Balance Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in California. Compare plans
- Community Hospital of the Monterey Peninsula's sponsor-wide assets have grown 25.8% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans