Defined Benefit (Pension) · DOL Form 5500 · 2022

Huntington Medical Research Institutes Pension Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
8
Participants Small participant base
66th
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
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Official DOL plan name: Retirement Plan for Employees of Huntington Medical Research Institutes · Sponsored by Huntington Medical Research Institutes · California · Professional & Technical Services

$11M in assets, 8 participants

Huntington Medical Research Institutes's Retirement Plan for Employees of Huntington Medical Research Institutes reported $11M in total assets and 8 participants in its 2022 DOL Form 5500 filing, ranking in the 66th 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.

  • #14,015 in Professional & Technical Services (21,562 peers)

What the 2022 filing shows

Retirement Plan for Employees of Huntington Medical Research Institutes holds $11M for 8 participants - about $1.3M per participant, above the median plan by assets.

#14,015
in Professional & Technical Services (21,562 peers)
-2.0%
assets change YoY

The plan reported a net loss of $219K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Retirement Plan for Employees of Huntington Medical Research Institutes's mid-pack asset rank among Professional & Technical Services and all filers

Retirement Plan for Employees of Huntington Medical Research Institutes vs every filed plan by assets

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

$10,621,847 Top 34% higher than 66% 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 Huntington Medical Research Institutes among micro 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 Huntington Medical Research Institutes is a micro filing (8 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 951757119 · Huntington Medical Research Institutes PY 2022 · Defined Benefit (Pension)

Retirement Plan for Employees of Huntington Medical Research Institutes · $11M · 8 · 66th

  • NET $11M
  • BOOK 8
  • VS-ST 66th
  • BOY Defined Benefit (Pension)
  • SCH near National Farmers Union Uniform Pension Plan
  • EBSA ind #14015

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 Professional & Technical Services retirement plans → · Plans in California →

Retirement Plan for Employees of Huntington Medical Research Institutes in the asset neighbourhood

Local Union No. 1430 Pension FundLocal Union No. 1430 Pension…$11MRetirement Plan for Employees of Huntington Medical Research InstitutesRetirement Plan for Employee…$11MNational Farmers Union Uniform Pension PlanNational Farmers Union Unifo…$11MJas. W. Glover Holding Company, Ltd. Defined Benefit Pension PlanJas. W. Glover Holding Compa…$11MJournal Publishing Co. Salaried Employees' Pension PlanJournal Publishing Co. Salar…$11M
End-of-year total assets ($M) among Retirement Plan for Employees of Huntington Medical Research Institutes and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$11M
Net Income-$219K
Employer EIN951757119
Plan Effective Date1964-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Huntington Medical Research Institutes)

Sponsor-wide plan assets over time

All Huntington Medical Research Institutes plans reported in each filing year

Latest sponsor-wide plan assets
$14M 9.584726603110532% vs 2022
2023 filing year
$12M$12.5M$13M$13.5M$14M 20222023 $12.5M $13.6M ▲ +9.6%
Year Plans Participants Total Assets
2022 2 65 $12M
2023 2 64 $14M

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 Huntington Medical Research Institutes vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Retirement Plan for Employees of Huntington Medical Research Institutes, Total assets ($B): 0.010621847 · Participants: 8Retirement Plan for Employees of Huntington Medical Research InstitutesKaiser 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 Huntington Medical Research Institutes vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Retirement Plan for Employees of Huntington Medical Research Institutes side-by-side with 3 peers →

Retirement Plan for Employees of Huntington Medical Research Institutes's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is National Farmers Union Uniform Pension Plan in MT ($11M); by covered participants it is R. Ward & Associates, Inc. Cash Balance Plan in MO (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Huntington Medical Research Institutes assets move in 2022? ▼
Retirement Plan for Employees of Huntington Medical Research Institutes edged down modestly - down 2.0% during 2022, from $11M to $11M. Reported net income was -$219K.
How have Huntington Medical Research Institutes plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Huntington Medical Research Institutes's sponsor-wide assets grew 9.6%, from $12M to $14M.
Which Defined Benefit (Pension) plans are similar in size to Retirement Plan for Employees of Huntington Medical Research Institutes? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is National Farmers Union Uniform Pension Plan in MT ($11M, 36 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan for Employees of Huntington Medical Research Institutes? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is R. Ward & Associates, Inc. Cash Balance Plan in MO (8 participants, $756K in assets).

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 951757119.

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.