Defined Benefit (Pension) · DOL Form 5500 · 2022

Scripps Clinic Medical Group, Inc. Pension Plan

Data updated 2026-08-25

$75M
Total assets Below avg plan size
174
Participants Small participant base
91st
Percentile by assets National rank
$431,965
Avg per participant High balance/head
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Official DOL plan name: Scripps Clinic Medical Group, Inc. Cash Balance Pension Plan · Sponsored by Scripps Clinic Medical Group, Inc. · California · Healthcare & Social Assistance

$75M in assets, 174 participants

Scripps Clinic Medical Group, Inc.'s Scripps Clinic Medical Group, Inc. Cash Balance Pension Plan reported $75M in total assets and 174 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #18,508 in Healthcare & Social Assistance (20,060 peers)

Coverage in California

Scripps Clinic Medical Group, Inc. Cash Balance Pension Plan covers 174 participants in California, about 28% of the average California filer (state average ~630 per filing). Assets: $75M.

#18,508
in Healthcare & Social Assistance (20,060 peers)
-11.4%
assets change YoY
0.8×
vs typical plan assets (national mean)

The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Scripps Clinic Medical Group, Inc. Cash Balance Pension Plan's outsized position by total assets

Scripps Clinic Medical Group, Inc. Cash Balance Pension Plan vs every filed plan by assets

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

$75,161,916 Top 9% higher than 91% 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

Scripps Clinic Medical Group, Inc. Cash Balance Pension Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Scripps Clinic Medical Group, Inc. Cash Balance Pension Plan sits mid-pack in the medium band (174 participants).

Published 5500 schedule card

Filing strip 952885574 · Scripps Clinic Medical Group, Inc. PY 2022 · Defined Benefit (Pension)

Scripps Clinic Medical Group, Inc. Cash Balance Pension Plan · $75M · 174 · 91st

  • EBSA $75M
  • PART 174
  • TYPE 91st
  • NET Defined Benefit (Pension)
  • BOOK near Seh America, Inc. Pension Plan
  • VS-ST ind #18508

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 →

Scripps Clinic Medical Group, Inc. Cash Balance Pension Plan in the asset neighbourhood

Brotherhood of Locomotive Engineers and Trainmen Long Island Pension FundBrotherhood of Locomotive En…$75MVinson & Elkins LLP Variable Annuity Plan aVinson & Elkins LLP Variable…$75MScripps Clinic Medical Group, Inc. Cash Balance Pension PlanScripps Clinic Medical Group…$75MSeh America, Inc. Pension PlanSeh America, Inc. Pension Pl…$75MAstoria Generating Company, LP Retirement PlanAstoria Generating Company, …$75M
End-of-year total assets ($M) among Scripps Clinic Medical Group, Inc. Cash Balance Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$85M
Net Assets (End of Year)$75M
Net Income-$10M
Employer EIN952885574
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Scripps Clinic Medical Group, Inc.)

Sponsor-wide plan assets over time

All Scripps Clinic Medical Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$975M 32.39753535413499% vs 2022
2024 filing year
$700M$800M$900M$1,000M 202220232024 $736M $975M ▲ +32.4%
Year Plans Participants Total Assets
2022 2 1,231 $736M
2023 2 1,278 $835M
2024 2 1,291 $975M

Nearby Defined Benefit (Pension) Plans in California

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

Scripps Clinic Medical Group, Inc. Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Scripps Clinic Medical Group, Inc. Cash Balance Pension Plan, Total assets ($B): 0.075161916 · Participants: 174Scripps Clinic Medical Group, Inc. Cash Balance 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
Scripps Clinic Medical Group, Inc. Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Scripps Clinic Medical Group, Inc. Cash Balance Pension Plan side-by-side with 3 peers →

Scripps Clinic Medical Group, Inc. Cash Balance Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Seh America, Inc. Pension Plan in WA ($75M); by covered participants it is Marine & Power Systems Pension Plan in FL (174 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (174 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 Scripps Clinic Medical Group, Inc. Cash Balance Pension Plan assets move in 2022? ▼
Scripps Clinic Medical Group, Inc. Cash Balance Pension Plan pulled back noticeably - down 11.4% during 2022, from $85M to $75M. Reported net income was -$10M.
How have Scripps Clinic Medical Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Scripps Clinic Medical Group, Inc.'s sponsor-wide assets grew 32.4%, from $736M to $975M.
Where does Scripps Clinic Medical Group, Inc. Cash Balance Pension Plan rank by assets among Form 5500 filers? ▼
Scripps Clinic Medical Group, Inc. Cash Balance Pension Plan ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Scripps Clinic Medical Group, Inc. Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Seh America, Inc. Pension Plan in WA ($75M, 380 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Scripps Clinic Medical Group, Inc. Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Marine & Power Systems Pension Plan in FL (174 participants, $119M 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 952885574.

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.