Defined Benefit (Pension) · DOL Form 5500 · 2023

Scripps Clinic Medical Group, Inc. Pension Plan

Data updated 2026-08-25

N/A
Total assets —
169
Participants Small participant base
PlainRetire home → About this data RSS: change history

Official DOL plan name: Scripps Clinic Medical Group, Inc. Cash Balance Pension Plan · Sponsored by Scripps Clinic Medical Group, Inc. · California · Healthcare & Social Assistance

N/A in assets, 169 participants

Scripps Clinic Medical Group, Inc.'s Scripps Clinic Medical Group, Inc. Cash Balance Pension Plan reported N/A in total assets and 169 participants in its 2023 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

Coverage in California

Scripps Clinic Medical Group, Inc. Cash Balance Pension Plan covers 169 participants in California, about 27% of the average California filer (state average ~630 per filing). Assets: N/A.

-$72M
reported net income

The plan reported a net loss of $72M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Scripps Clinic Medical Group, Inc. Cash Balance 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. Scripps Clinic Medical Group, Inc. Cash Balance Pension Plan sits mid-pack in the medium band (169 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Scripps Clinic Medical Group, Inc. Cash Balance Pension Plan reported net income fell from -$10M in the plan year 2022 filing to -$72M in the plan year 2023 filing.
  • Scripps Clinic Medical Group, Inc. Cash Balance Pension Plan reported participants fell from 174 in the plan year 2022 filing to 169 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 952885574 · Scripps Clinic Medical Group, Inc. PY 2023 · Defined Benefit (Pension)

Scripps Clinic Medical Group, Inc. Cash Balance Pension Plan · N/A · 169

  • PHOTO N/A
  • IND 169
  • EOY PY 2023
  • 5500 Defined Benefit (Pension)
  • ASSETS near Quincy Mutual Fire Insurance Company Retirement Plan
  • PCT -$72M

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 →

California filing particulars

Total Assets (Beginning of Year)$75M
Net Assets (End of Year)N/A
Net Income-$72M
Employer EIN952885574
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Scripps Clinic Medical Group, Inc.)

Sponsor-wide plan assets over time

All Scripps Clinic Medical Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$975M 32.39753535413499% vs 2022
2024 filing year
$700M$800M$900M$1,000M 202220232024 $736M $975M ▲ +32.4%
Year Plans Participants Total Assets
2022 2 1,231 $736M
2023 2 1,278 $835M
2024 2 1,291 $975M

Nearby Defined Benefit (Pension) Plans in California

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

Scripps Clinic Medical Group, Inc. Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 5 data points. 050000100000150000 010203040 Total assets ($B) Participants Kaiser Permanente Retirement Plan, Total assets ($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
Scripps Clinic Medical Group, Inc. Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Scripps Clinic Medical Group, Inc. Cash Balance Pension Plan side-by-side with 3 peers →

Scripps Clinic Medical Group, Inc. Cash Balance Pension Plan's closest out-of-state Defined Benefit (Pension) peers by headcount

Outside California, the nearest Defined Benefit (Pension) by covered participants is Quincy Mutual Fire Insurance Company Retirement Plan in MA (169 participants; this filing: 169 participants).

Similar participant headcount

Nearest other-state filings by covered participants (169 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 have Scripps Clinic Medical Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Scripps Clinic Medical Group, Inc.'s sponsor-wide assets grew 32.4%, from $736M to $975M.
Which Defined Benefit (Pension) plans cover a similar participant headcount to Scripps Clinic Medical Group, Inc. Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Quincy Mutual Fire Insurance Company Retirement Plan in MA (169 participants, $134M 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 952885574.

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.