Defined Benefit (Pension) · DOL Form 5500 · 2023

Stanford Health Care Pension Plan

Data updated 2026-08-25

$136M
Total assets Near avg plan size
429
Participants Below avg headcount
93rd
Percentile by assets National rank
$316,894
Avg per participant High balance/head
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Official DOL plan name: Stanford Health Care Staff Pension Plan · Sponsored by Stanford Health Care · California · Healthcare & Social Assistance

$136M in assets, 429 participants

Stanford Health Care's Stanford Health Care Staff Pension Plan reported $136M in total assets and 429 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #16,614 in Healthcare & Social Assistance (17,684 peers)

Where Stanford Health Care Staff Pension Plan sits by assets

Stanford Health Care Staff Pension Plan sits in the top 10% of all filed plans by assets, $136M for 429 participants (~$316,894/participant), down 12.5% in 2023.

#16,614
in Healthcare & Social Assistance (17,684 peers)
-12.5%
assets change YoY
1.4×
vs typical plan assets (national mean)

The plan reported a net loss of $20M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Stanford Health Care Staff Pension Plan's outsized position by total assets

Stanford Health Care Staff Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$135,947,581 Top 7% higher than 93% of 127,068 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 2023

Stanford Health Care Staff Pension Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stanford Health Care Staff Pension Plan sits mid-pack in the medium band (429 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stanford Health Care Staff Pension Plan reported net income rose from -$53M in the plan year 2022 filing to -$20M in the plan year 2023 filing.
  • Stanford Health Care Staff Pension Plan end-of-year assets fell from $155M in the plan year 2022 filing to $136M in the plan year 2023 filing.
  • Stanford Health Care Staff Pension Plan reported participants fell from 488 in the plan year 2022 filing to 429 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 946174066 · Stanford Health Care PY 2023 · Defined Benefit (Pension)

Stanford Health Care Staff Pension Plan · $136M · 429 · 93rd

  • IND $136M
  • IND 429
  • IND 93rd
  • IND Defined Benefit (Pension)
  • IND near Morgan US Employees' Retirement Plan
  • IND ind #16614

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 →

Stanford Health Care Staff Pension Plan in the asset neighbourhood

Stanford Health Care Staff Pension PlanStanford Health Care Staff P…$136MMorgan US Employees' Retirement PlanMorgan US Employees' Retirem…$136MTexas United Corporation Pension PlanTexas United Corporation Pen…$136MTribal Casino Gaming Enterprise Retirement PlanTribal Casino Gaming Enterpr…$136MBnp Paribas Pension Plan$136M
End-of-year total assets ($M) among Stanford Health Care Staff Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$155M
Net Assets (End of Year)$135M
Net Income-$20M
Employer EIN946174066
Plan Effective Date1949-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stanford Health Care)

Sponsor-wide plan assets over time

All Stanford Health Care plans reported in each filing year

Latest sponsor-wide plan assets
$7.0B 47.492054900045005% vs 2022
2024 filing year
$4B$5B$6B$7B$8B 202220232024 $4.74B $6.99B ▲ +47.5%
Year Plans Participants Total Assets
2022 3 20,875 $4.7B
2023 3 23,244 $5.9B
2024 3 24,406 $7.0B

Nearby Defined Benefit (Pension) Plans in California

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

Stanford Health Care Staff Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Stanford Health Care Staff Pension Plan, Total assets ($B): 0.135947581 · Participants: 429Stanford Health Care Staff Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Electric Company Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pension Plan D
Stanford Health Care Staff Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Stanford Health Care Staff Pension Plan side-by-side with 3 peers →

Stanford Health Care Staff Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Morgan US Employees' Retirement Plan in NC ($136M); by covered participants it is Rockford Pipe Trades Industry Pension Fund in IL (429 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($136M here).

Similar participant headcount

Nearest other-state filings by covered participants (429 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Stanford Health Care Staff Pension Plan assets move in 2023? ▼
Stanford Health Care Staff Pension Plan pulled back noticeably - down 12.5% during 2023, from $155M to $136M. Reported net income was -$20M.
How have Stanford Health Care plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stanford Health Care's sponsor-wide assets grew 47.5%, from $4.7B to $7.0B.
Where does Stanford Health Care Staff Pension Plan rank by assets among Form 5500 filers? ▼
Stanford Health Care Staff Pension Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Stanford Health Care Staff Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Morgan US Employees' Retirement Plan in NC ($136M, 362 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Stanford Health Care Staff Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Rockford Pipe Trades Industry Pension Fund in IL (429 participants, $221M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 946174066.

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.