Other · DOL Form 5500 · 2023
Pomona Valley Hospital Medical Center Retirement Plan
Data updated 2026-08-25
- $525M
- Total assets Above avg plan size
- 3,859
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $136,098
- Avg per participant Near avg balance/head
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.
- #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.
- #17,275
- in Healthcare & Social Assistance (17,684 peers)
- +15.8%
- assets growth YoY
- 5.3×
- vs typical plan assets (national mean)
Pomona Valley Hospital Medical Center Retirement Savings Plan's outsized position by total assets
Pomona Valley Hospital Medical Center Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$525,201,271 Top 3% higher than 97% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Pomona Valley Hospital Medical Center Retirement Savings Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pomona Valley Hospital Medical Center Retirement Savings Plan lands in the large band (3,859 participants).
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.
DOL schedule card
Filing strip 951115230 · Pomona Valley Hospital Medical Center PY 2023 · Other
Pomona Valley Hospital Medical Center Retirement Savings Plan · $525M · 3,859 · 97th
- SCH $525M
- EBSA 3,859
- PART 97th
- TYPE Other
- NET near Nrel 403(b) Employee Savings Plan
- BOOK ind #17275
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 →
Pomona Valley Hospital Medical Center Retirement Savings Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Pomona Valley Hospital Medical Center plans reported in each filing year
- Latest sponsor-wide plan assets
- $594M 30.966425447927044% vs 2022
- 2024 filing year
| 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.
- 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
Pomona Valley Hospital Medical Center Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Nrel 403(b) Employee Savings Plan in CO ($525M); by covered participants it is South Nassau Communities Hospital Employee Defined Contribution Retirement Plan in NY (3,883 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($525M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (3,859 participants); asset peers above are excluded.
- South Nassau Communities Hospital Employee Defined Contribution Retirement Plan (NY) 3,883 · 24 off
- Lowell General Hospital Corp. Inc. 403(b) Retirement (Formerly Lgh Fidelity 403(b) Retirement Savings Plan (MA) 3,893 · 34 off
- Community Hospital Corporation Employees' 403(b) Plan (TX) 3,894 · 35 off
- Embry-Riddle Aeronautical University Defined Contribution Retirement Plan (FL) 3,904 · 45 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.