Defined Benefit (Pension) · DOL Form 5500 · 2023

Stanford Health Care Pension Plan

Data updated 2026-08-11

$136M
Total assets
429
Participants
93rd
Percentile by assets
$316,894
Avg per participant
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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.

  • 93rd percentile by assets (of 127,072 plans)
  • #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.

$136M
total plan assets (2023 EOY)
429
covered participants
93rd
percentile by assets (of 127,072 plans)
$316,894
avg assets per participant

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.

Where Stanford Health Care Staff Pension Plan sits 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 $2,010,000,000 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

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 →

State
California
Industry
Healthcare & Social Assistance

Stanford Health Care Staff Pension Plan vs the 2023 asset distribution

By assets, Stanford Health Care Staff Pension Plan outranks 93% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.4x the national average plan size of $100M (721 average participants).

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)

$4B$5B$6B$7B$8B 202220232024 $4.74B $6.99B ▲ +47.5%
Total plan assets by year, all Stanford Health Care plans on file
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 ($B) Participants Stanford Health Care…, Total assets ($B): 0.135947581 · Participants: 429Stanford Health Care…Kaiser Permanente Re…, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Re…Pacific Gas and Elec…, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Elec…Pacific Gas and Elec…, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Elec…Retirement Plan for …, Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for …Disney Salaried Pens…, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pens…
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 →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Stanford Health Care Staff Pension Plan by total assets, not by location.

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).

Next read for Stanford Health Care Staff Pension Plan

Scale reading

Ways to act on Stanford Health Care Staff Pension Plan's numbers.

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.