Defined Benefit (Pension) · DOL Form 5500 · 2022

Southern California Presbyterian Homes Pension Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
220
Participants Below avg headcount
85th
Percentile by assets National rank
$161,753
Avg per participant Above avg balance/head
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Official DOL plan name: Retirement Plan for Employees of Southern California Presbyterian Homes · Sponsored by Southern California Presbyterian Homes · California · Healthcare & Social Assistance

$36M in assets, 220 participants

Southern California Presbyterian Homes's Retirement Plan for Employees of Southern California Presbyterian Homes reported $36M in total assets and 220 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #17,474 in Healthcare & Social Assistance (20,060 peers)

Coverage in California

Retirement Plan for Employees of Southern California Presbyterian Homes covers 220 participants in California, about 35% of the average California filer (state average ~630 per filing). Assets: $36M.

#17,474
in Healthcare & Social Assistance (20,060 peers)
-13.5%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Retirement Plan for Employees of Southern California Presbyterian Homes's outsized position by total assets

Retirement Plan for Employees of Southern California Presbyterian Homes vs every filed plan by assets

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

$35,585,621 Top 15% higher than 85% 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

Retirement Plan for Employees of Southern California Presbyterian Homes 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. Retirement Plan for Employees of Southern California Presbyterian Homes sits mid-pack in the medium band (220 participants).

DOL schedule card

Filing strip 951894293 · Southern California Presbyterian Homes PY 2022 · Defined Benefit (Pension)

Retirement Plan for Employees of Southern California Presbyterian Homes · $36M · 220 · 85th

  • EIN $36M
  • EIN 220
  • EIN 85th
  • EIN Defined Benefit (Pension)
  • EIN near National Lime & Stone Company Hourly Employees' Retirement Plan and Trust
  • EIN ind #17474

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 →

Retirement Plan for Employees of Southern California Presbyterian Homes in the asset neighbourhood

Farmers Union Industries, LLC Retirement PlanFarmers Union Industries, LL…$36MRetirement Plan for Employees of Southern California Presbyterian HomesRetirement Plan for Employee…$36MNational Lime & Stone Company Hourly Employees' Retirement Plan and TrustNational Lime & Stone Compan…$36MMomentive Technologies Pension PlanMomentive Technologies Pensi…$36MNational Frozen Foods Corporation Employees' Pension PlanNational Frozen Foods Corpor…$36M
End-of-year total assets ($M) among Retirement Plan for Employees of Southern California Presbyterian Homes and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$36M
Net Income-$6M
Employer EIN951894293
Plan Effective Date1966-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southern California Presbyterian Homes)

Sponsor-wide plan assets over time

All Southern California Presbyterian Homes plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$10M$20M$30M$40M 202220232024 $35.6M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 220 $36M
2023 1 197 $24M
2024 1 21 N/A

Nearby Defined Benefit (Pension) Plans in California

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

Retirement Plan for Employees of Southern California Presbyterian Homes vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Retirement Plan for Employees of Southern California Presbyterian Homes, Total assets ($B): 0.035585621 · Participants: 220Retirement Plan for Employees of Southern California Presbyterian HomesKaiser 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
Retirement Plan for Employees of Southern California Presbyterian Homes vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants

Retirement Plan for Employees of Southern California Presbyterian Homes's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is National Lime & Stone Company Hourly Employees' Retirement Plan and Trust in OH ($36M); by covered participants it is The Oregon Tool Retirement Plan in OR (220 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (220 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 Retirement Plan for Employees of Southern California Presbyterian Homes assets move in 2022? ▼
Retirement Plan for Employees of Southern California Presbyterian Homes pulled back noticeably - down 13.5% during 2022, from $41M to $36M. Reported net income was -$6M.
Where does Retirement Plan for Employees of Southern California Presbyterian Homes rank by assets among Form 5500 filers? ▼
Retirement Plan for Employees of Southern California Presbyterian Homes ranks in the 85th 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 Retirement Plan for Employees of Southern California Presbyterian Homes? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is National Lime & Stone Company Hourly Employees' Retirement Plan and Trust in OH ($36M, 82 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan for Employees of Southern California Presbyterian Homes? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Oregon Tool Retirement Plan in OR (220 participants, $92M in assets).