Defined Benefit (Pension)
2022 plan-year Defined Benefit (Pension) DOL Form 5500

Retirement Plan for Children's Hospital & Research Center at Oakland Unrepresented Employees

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

Sponsored by Children's Hospital & Research Center at Oakland ยท California ยท Healthcare & Social Assistance

What the 2023 filing shows

Retirement Plan for Children's Hospital & Research Center at Oakland Unrepresented Employees holds $122M for 195 participants - about $624,917 per participant, up 10.4% over the 2022 plan year.

$122M
total plan assets (2022 EOY)
195
covered participants
$624,917
avg assets per participant
+10.4%
assets growth YoY
Total Assets (2023)
$122M
Participants
195
State
Industry
Healthcare & Social Assistance

What the Filing Says About Retirement Plan for Children's Hospital & Research Center at Oakland Unrepresented Employees

Retirement Plan for Children's Hospital & Research Center at Oakland Unrepresented Employees is a Defined Benefit (Pension) retirement plan sponsored by Children's Hospital & Research Center at Oakland, headquartered in California. As of the 2022 Form 5500 filing, the plan reports $122M in total end-of-year assets and covers 195 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 2018-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $110M at the beginning of 2022 to $122M at year-end โ€” a gain of 10.4%. Net assets (after liabilities) closed the year at $122M, with reported net income of $14M 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)$110M
Total Assets (End of Year)$122M
Net Assets (End of Year)$122M
Net Income$14M
Plan TypeDefined Benefit (Pension)
Employer EIN940382330
Plan Effective Date2018-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Children's Hospital & 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 Defined Benefit (Pension) Plans in California

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

Frequently Asked Questions

How much money is in the Retirement Plan for Children's Hospital & Research Center at Oakland Unrepresented Employees?
As of the 2022 Form 5500 filing, Retirement Plan for Children's Hospital & Research Center at Oakland Unrepresented Employees holds $122M in total assets with 195 participants. It is sponsored by Children's Hospital & Research Center at Oakland.
What type of plan is Retirement Plan for Children's Hospital & Research Center at Oakland Unrepresented Employees?
Retirement Plan for Children's Hospital & Research Center at Oakland Unrepresented Employees is a Defined Benefit (Pension) plan. It has been effective since 2018-07-01. The plan is filed with the U.S. Department of Labor under EIN 940382330.
Who sponsors the Retirement Plan for Children's Hospital & Research Center at Oakland Unrepresented Employees?
Retirement Plan for Children's Hospital & Research Center at Oakland Unrepresented Employees is sponsored by Children's Hospital & 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 Retirement Plan for Children's Hospital & Research Center at Oakland Unrepresented Employees perform in 2022?
Retirement Plan for Children's Hospital & Research Center at Oakland Unrepresented Employees grew by 10.4% during 2022, moving from $110M to $122M in total assets. Net income was $14M.
Where can I find official filings for Retirement Plan for Children's Hospital & Research Center at Oakland Unrepresented Employees?
Official Form 5500 filings for Retirement Plan for Children's Hospital & Research Center at Oakland Unrepresented Employees 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 Retirement Plan for Children's Hospital & Research Center at Oakland Unrepresented Employees compare to other plans?
You can compare Retirement Plan for Children's Hospital & Research Center at Oakland Unrepresented Employees against other Defined Benefit (Pension) 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.