Other · DOL Form 5500 · 2022

San Gorgonio Memorial Hospital Retirement Plan

Data updated 2026-08-11

$29M
Total assets
624
Participants
82nd
Percentile by assets
$46,855
Avg per participant
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Official DOL plan name: San Gorgonio Memorial Hospital Tax Sheltered Annuity Plan · Sponsored by San Gorgonio Memorial Hospital · California · Healthcare & Social Assistance

$29M in assets, 624 participants

San Gorgonio Memorial Hospital's San Gorgonio Memorial Hospital Tax Sheltered Annuity Plan reported $29M in total assets and 624 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • 82nd percentile by assets (of 139,126 plans)
  • #17,102 in Healthcare & Social Assistance (20,060 peers)

Where San Gorgonio Memorial Hospital Tax Sheltered Annuity Plan sits by assets

San Gorgonio Memorial Hospital Tax Sheltered Annuity Plan sits in the top quartile of all filed plans by assets, $29M for 624 participants (~$46,855/participant), down 7.8% in 2022.

$29M
total plan assets (2022 EOY)
624
covered participants
82nd
percentile by assets (of 139,126 plans)
$46,855
avg assets per participant

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where San Gorgonio Memorial Hospital Tax Sheltered Annuity Plan sits by total assets

San Gorgonio Memorial Hospital Tax Sheltered Annuity Plan vs every filed plan by assets

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

$29,237,290 Top 18% higher than 82% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
California
Industry
Healthcare & Social Assistance

San Gorgonio Memorial Hospital Tax Sheltered Annuity Plan vs the 2022 asset distribution

By assets, San Gorgonio Memorial Hospital Tax Sheltered Annuity Plan outranks 82% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$29M
Net Income-$2M
Employer EIN330420041
Plan Effective Date1985-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (San Gorgonio Memorial Hospital)

$25M$30M$35M$40M 202220232024 $29.2M $36.9M ▲ +26.1%
Total plan assets by year, all San Gorgonio Memorial Hospital plans on file
Year Plans Participants Total Assets
2022 1 624 $29M
2023 1 597 $33M
2024 1 556 $37M

Nearby Other Plans in California

Peer Other plans, same state, same plan type, ranked by total assets.

San Gorgonio Memorial Hospital Tax Sheltered Annuity Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -50510 Total assets ($B) Participants San Gorgonio Memoria…, Total assets ($B): 0.02923729 · Participants: 624San Gorgonio Memoria…Stanford Contributor…, Total assets ($B): 9.38573656 · Participants: 22514Stanford Contributor…Sutter Health 403(b)…, Total assets ($B): 5.320318331 · Participants: 48591Sutter Health 403(b)…Stanford Health Care…, Total assets ($B): 4.535728964 · Participants: 20237Stanford Health Care…Caltech Base Retirem…, Total assets ($B): 4.200375781 · Participants: 9827Caltech Base Retirem…University of Southe…, Total assets ($B): 3.677071678 · Participants: 22632University of Southe…
San Gorgonio Memorial Hospital Tax Sheltered Annuity Plan vs. nearby Other plans in California, assets vs. participants
Compare San Gorgonio Memorial Hospital Tax Shelt… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to San Gorgonio Memorial Hospital Tax Sheltered Annuity Plan by total assets, not by location.

Frequently Asked Questions

How did San Gorgonio Memorial Hospital Tax Sheltered Annuity Plan assets move in 2022? ▼
San Gorgonio Memorial Hospital Tax Sheltered Annuity Plan pulled back noticeably - down 7.8% during 2022, from $32M to $29M. Reported net income was -$2M.
How have San Gorgonio Memorial Hospital plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), San Gorgonio Memorial Hospital's sponsor-wide assets grew 26.1%, from $29M to $37M.
Where does San Gorgonio Memorial Hospital Tax Sheltered Annuity Plan rank by assets among Form 5500 filers? ▼
San Gorgonio Memorial Hospital Tax Sheltered Annuity Plan ranks in the 82nd 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 Other plans are similar in size to San Gorgonio Memorial Hospital Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Mt. Ascutney Hospital and Health Center Retirement Savings Plan in VT ($29M, 539 participants).

Next read for San Gorgonio Memorial Hospital Tax Shelt…

Scale reading

Ways to act on San Gorgonio Memorial Hospital Tax Sheltered Annuity Plan's numbers.

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 330420041.

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.