Other · DOL Form 5500 · 2022
San Gorgonio Memorial Hospital Retirement Plan
Data updated 2026-08-25
- $29M
- Total assets Below avg plan size
- 624
- Participants Below avg headcount
- 82nd
- Percentile by assets National rank
- $46,855
- Avg per participant Low balance/head
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.
- #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.
- #17,102
- in Healthcare & Social Assistance (20,060 peers)
- -7.8%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
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.
San Gorgonio Memorial Hospital Tax Sheltered Annuity Plan's outsized position 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
San Gorgonio Memorial Hospital Tax Sheltered Annuity 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. San Gorgonio Memorial Hospital Tax Sheltered Annuity Plan sits mid-pack in the medium band (624 participants).
Published 5500 schedule card
Filing strip 330420041 · San Gorgonio Memorial Hospital PY 2022 · Other
San Gorgonio Memorial Hospital Tax Sheltered Annuity Plan · $29M · 624 · 82nd
- 5500 $29M
- 5500 624
- 5500 82nd
- 5500 Other
- 5500 near Mt. Ascutney Hospital and Health Center Retirement Savings Plan
- 5500 ind #17102
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 →
San Gorgonio Memorial Hospital Tax Sheltered Annuity Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $32M |
|---|---|
| Net Assets (End of Year) | $29M |
| Net Income | -$2M |
| Employer EIN | 330420041 |
| Plan Effective Date | 1985-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (San Gorgonio Memorial Hospital)
Sponsor-wide plan assets over time
All San Gorgonio Memorial Hospital plans reported in each filing year
- Latest sponsor-wide plan assets
- $37M 26.12780801503833% vs 2022
- 2024 filing year
| 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.
- Stanford Contributory Retirement Plan $9.4B · 22,514
- Sutter Health 403(b) Savings Plan $5.3B · 48,591
- Stanford Health Care Retirement Savings Plan $4.5B · 20,237
- Caltech Base Retirement Plan $4.2B · 9,827
- University of Southern California Tax-Deferred Annuity Plan $3.7B · 22,632
San Gorgonio Memorial Hospital Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Mt. Ascutney Hospital and Health Center Retirement Savings Plan in VT ($29M); by covered participants it is Tri-County 403(b) in NJ (624 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($29M here).
Similar participant headcount
Nearest other-state filings by covered participants (624 participants); asset peers above are excluded.
- Tri-County 403(b) (NJ) 624 · 0 off
- The Edison Institute 403(b) Tda Plan (MI) 625 · 1 off
- The College of Wooster Defined Contribution Plan (OH) 623 · 1 off
- Tri-State Memorial Hospital, Inc. Retirement Plan (WA) 623 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.