Profit Sharing
2022 plan-year Profit Sharing DOL Form 5500

403(b) Savings Plan for Children's Hospital & Research Center Oakland

ERISA Form 5500 plan record drawn from DOL EBSA โ€” verify with linked source filings below.

Sponsored by Childrens Hospital and Research Center at Oakland ยท California ยท Healthcare & Social Assistance

What the 2023 filing shows

403(b) Savings Plan for Children's Hospital & Research Center Oakland holds $351M for 2,556 participants - about $137,246 per participant, up 11.1% over the 2022 plan year.

$351M
total plan assets (2022 EOY)
2,556
covered participants
$137,246
avg assets per participant
+11.1%
assets growth YoY
Total Assets (2023)
$351M
Participants
2,556
State
Industry
Healthcare & Social Assistance

What the Filing Says About 403(b) Savings Plan for Children's Hospital & Research Center Oakland

403(b) Savings Plan for Children's Hospital & Research Center Oakland is a Profit Sharing retirement plan sponsored by Childrens Hospital and Research Center at Oakland, headquartered in California. As of the 2022 Form 5500 filing, the plan reports $351M in total end-of-year assets and covers 2,556 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 940382330, and the plan has been effective since 1970-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $316M at the beginning of 2022 to $351M at year-end โ€” a gain of 11.1%. Net assets (after liabilities) closed the year at $351M, with reported net income of $35M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows โ€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$316M
Total Assets (End of Year)$351M
Net Assets (End of Year)$351M
Net Income$35M
Plan TypeProfit Sharing
Employer EIN940382330
Plan Effective Date1970-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Childrens Hospital and Research Center at Oakland)

Year Plans Participants Total Assets
2022 4 4,627 $943M
2023 4 4,845 $1.1B
2024 1 1,652 $607M

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans โ€” same state, same plan type โ€” ranked by total assets.

Frequently Asked Questions

How much money is in the 403(b) Savings Plan for Children's Hospital & Research Center Oakland?
As of the 2022 Form 5500 filing, 403(b) Savings Plan for Children's Hospital & Research Center Oakland holds $351M in total assets with 2,556 participants. It is sponsored by Childrens Hospital and Research Center at Oakland.
What type of plan is 403(b) Savings Plan for Children's Hospital & Research Center Oakland?
403(b) Savings Plan for Children's Hospital & Research Center Oakland is a Profit Sharing plan. It has been effective since 1970-01-01. The plan is filed with the U.S. Department of Labor under EIN 940382330.
Who sponsors the 403(b) Savings Plan for Children's Hospital & Research Center Oakland?
403(b) Savings Plan for Children's Hospital & Research Center Oakland is sponsored by Childrens Hospital and Research Center at Oakland, located in California. The sponsor's EIN is 940382330 and the plan operates in the Healthcare & Social Assistance industry.
How did 403(b) Savings Plan for Children's Hospital & Research Center Oakland perform in 2022?
403(b) Savings Plan for Children's Hospital & Research Center Oakland grew by 11.1% during 2022, moving from $316M to $351M in total assets. Net income was $35M.
Where can I find official filings for 403(b) Savings Plan for Children's Hospital & Research Center Oakland?
Official Form 5500 filings for 403(b) Savings Plan for Children's Hospital & Research Center Oakland are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 940382330 or plan name at efast.dol.gov.
How does 403(b) Savings Plan for Children's Hospital & Research Center Oakland compare to other plans?
You can compare 403(b) Savings Plan for Children's Hospital & Research Center Oakland against other Profit Sharing plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) โ€” original filing retrieval by EIN 940382330.

Reference: IRS Publication 560 โ€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B โ€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.