Defined Benefit (Pension) · DOL Form 5500 · 2022

Community Hospital of the Monterey Peninsula Pension Plan

Data updated 2026-08-25

$55M
Total assets Below avg plan size
1,241
Participants Near avg headcount
89th
Percentile by assets National rank
$44,585
Avg per participant Low balance/head
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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.

  • #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.

#18,151
in Healthcare & Social Assistance (20,060 peers)
-1.6%
assets change YoY
0.6×
vs typical plan assets (national mean)

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.

Community Hospital of the Monterey Peninsula Cash Balance Plan's outsized position 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

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

Community Hospital of the Monterey Peninsula Cash Balance 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. Community Hospital of the Monterey Peninsula Cash Balance Plan lands in the large band (1,241 participants).

Published 5500 schedule card

Filing strip 940760193 · Community Hospital of the Monterey Peninsula PY 2022 · Defined Benefit (Pension)

Community Hospital of the Monterey Peninsula Cash Balance Plan · $55M · 1,241 · 89th

  • VS-ST $55M
  • VS-ST 1,241
  • VS-ST 89th
  • VS-ST Defined Benefit (Pension)
  • VS-ST near Rogers Group Inc & Its Affiliates Retirement Plan
  • VS-ST ind #18151

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 →

Community Hospital of the Monterey Peninsula Cash Balance Plan in the asset neighbourhood

Rogers Group Inc & Its Affiliates Retirement PlanRogers Group Inc & Its Affil…$55MPottstown Memorial Medical Center Retirement Income PlanPottstown Memorial Medical C…$55MCommunity Hospital of the Monterey Peninsula Cash Balance PlanCommunity Hospital of the Mo…$55MLocal 111 Pension Fund$55MOshkosh B'gosh, Inc. Pension PlanOshkosh B'gosh, Inc. Pension…$55M
End-of-year total assets ($M) among Community Hospital of the Monterey Peninsula Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$56M
Net Assets (End of Year)$55M
Net Income-$902K
Employer EIN940760193
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Community Hospital of the Monterey Peninsula)

Sponsor-wide plan assets over time

All Community Hospital of the Monterey Peninsula plans reported in each filing year

Latest sponsor-wide plan assets
$1.2B 25.782755404576672% vs 2022
2024 filing year
$0.9B$1B$1.1B$1.2B$1.3B 202220232024 $0.98B $1.23B ▲ +25.5%
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.

Community Hospital of the Monterey Peninsula Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Community Hospital of the Monterey Peninsula Cash Balance Plan, Total assets ($B): 0.055329725 · Participants: 1241Community Hospital of the Monterey Peninsula Cash Balance 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
Community Hospital of the Monterey Peninsula Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants

Community Hospital of the Monterey Peninsula Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Rogers Group Inc & Its Affiliates Retirement Plan in TN ($55M); by covered participants it is National Girl Scout Council Retirement Plan in NY (1,241 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($55M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,241 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 Community Hospital of the Monterey Peninsula Cash Balance Plan assets move in 2022? ▼
Community Hospital of the Monterey Peninsula Cash Balance Plan edged down modestly - down 1.6% during 2022, from $56M to $55M. Reported net income was -$902K.
How have Community Hospital of the Monterey Peninsula plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Community Hospital of the Monterey Peninsula's sponsor-wide assets grew 25.8%, from $980M to $1.2B.
Where does Community Hospital of the Monterey Peninsula Cash Balance Plan rank by assets among Form 5500 filers? ▼
Community Hospital of the Monterey Peninsula Cash Balance Plan ranks in the 89th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Community Hospital of the Monterey Peninsula Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Rogers Group Inc & Its Affiliates Retirement Plan in TN ($55M, 155 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Community Hospital of the Monterey Peninsula Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is National Girl Scout Council Retirement Plan in NY (1,241 participants, $412M in assets).