Other · DOL Form 5500 · 2023
Pomona Valley Hospital Medical Center Retirement Plan
Data updated 2026-08-11
- $525M
- Total assets
- 3,859
- Participants
- 97th
- Percentile by assets
- $136,098
- Avg per participant
Official DOL plan name: Pomona Valley Hospital Medical Center Retirement Savings Plan · Sponsored by Pomona Valley Hospital Medical Center · California · Healthcare & Social Assistance
$525M in assets, 3,859 participants
Pomona Valley Hospital Medical Center's Pomona Valley Hospital Medical Center Retirement Savings Plan reported $525M in total assets and 3,859 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 127,072 plans)
- #17,275 in Healthcare & Social Assistance (17,684 peers)
Coverage in California
Pomona Valley Hospital Medical Center Retirement Savings Plan covers 3,859 participants in California, 6.1x the typical California plan (state average ~630 per filing). Assets: $525M.
- $525M
- total plan assets (2023 EOY)
- 3,859
- covered participants
- 97th
- percentile by assets (of 127,072 plans)
- $136,098
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Pomona Valley Hospital Medical Center Retirement Savings Plan reported net income rose from -$54M in the plan year 2022 filing to $71M in the plan year 2023 filing.
- Pomona Valley Hospital Medical Center Retirement Savings Plan end-of-year assets rose from $454M in the plan year 2022 filing to $525M in the plan year 2023 filing.
- Pomona Valley Hospital Medical Center Retirement Savings Plan reported participants rose from 3,731 in the plan year 2022 filing to 3,859 in the plan year 2023 filing.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Pomona Valley Hospital Medical Center Retirement Savings Plan reports 3,859 participants - 6.1x that state average ($525M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $454M |
|---|---|
| Net Assets (End of Year) | $525M |
| Net Income | $71M |
| Employer EIN | 951115230 |
| Plan Effective Date | 1969-09-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pomona Valley Hospital Medical Center)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3,731 | $454M |
| 2023 | 1 | 3,859 | $525M |
| 2024 | 1 | 4,023 | $594M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
Pomona Valley Hospital Medical Center Retirement Savings Plan vs. nearby Other plans in California, assets vs. participants
- Stanford Contributory Retirement Plan $11.0B · 21,674
- Sutter Health 403(b) Savings Plan $6.5B · 50,273
- Stanford Health Care Retirement Savings Plan $5.8B · 22,681
- Caltech Base Retirement Plan $4.8B · 10,682
- University of Southern California Tax-Deferred Annuity Plan $4.3B · 21,764
Similar-Sized Other Plans Nationally
Other plans in other states closest to Pomona Valley Hospital Medical Center Retirement Savings Plan by total assets, not by location.
- Nrel 403(b) Employee Savings Plan (CO) $525M · 2,877
- Jax 403(b) Retirement Plan (ME) $526M · 2,592
- Billings Clinic 403b Plan (MT) $522M · 3,894
- Colgate University Defined Contribution Retirement (NY) $522M · 997
Frequently Asked Questions
How did Pomona Valley Hospital Medical Center Retirement Savings Plan assets move in 2023? ▼
How have Pomona Valley Hospital Medical Center plan assets changed over time? ▼
Where does Pomona Valley Hospital Medical Center Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Pomona Valley Hospital Medical Center Retirement Savings Plan? ▼
Next read for Pomona Valley Hospital Medical Center Re…
Filing takeaways
Ways to act on Pomona Valley Hospital Medical Center Retirement Savings Plan's numbers.
- By total assets, Pomona Valley Hospital Medical Center Retirement Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in California. Compare plans
- Pomona Valley Hospital Medical Center's sponsor-wide assets have grown 31.0% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans