Other · DOL Form 5500 · 2023
Children's Hospital of Orange County Retirement Plan
Data updated 2026-08-25
- $498M
- Total assets Above avg plan size
- 5,197
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $95,880
- Avg per participant Below avg balance/head
Official DOL plan name: Children's Hospital of Orange County Retirement Accumulation Plan · Sponsored by Children's Hospital of Orange County · California · Healthcare & Social Assistance
$498M in assets, 5,197 participants
Children's Hospital of Orange County's Children's Hospital of Orange County Retirement Accumulation Plan reported $498M in total assets and 5,197 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.
- #17,258 in Healthcare & Social Assistance (17,684 peers)
Coverage in California
Children's Hospital of Orange County Retirement Accumulation Plan covers 5,197 participants in California, 8.2x the typical California plan (state average ~630 per filing). Assets: $498M.
- #17,258
- in Healthcare & Social Assistance (17,684 peers)
- +23.4%
- assets growth YoY
- 5.0×
- vs typical plan assets (national mean)
Children's Hospital of Orange County Retirement Accumulation Plan's outsized position by total assets
Children's Hospital of Orange County Retirement Accumulation Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$498,288,647 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
Children's Hospital of Orange County Retirement Accumulation 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. Children's Hospital of Orange County Retirement Accumulation Plan lands in the large band (5,197 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Children's Hospital of Orange County Retirement Accumulation Plan reported net income rose from -$49M in the plan year 2022 filing to $95M in the plan year 2023 filing.
- Children's Hospital of Orange County Retirement Accumulation Plan end-of-year assets rose from $404M in the plan year 2022 filing to $498M in the plan year 2023 filing.
- Children's Hospital of Orange County Retirement Accumulation Plan reported participants rose from 4,782 in the plan year 2022 filing to 5,197 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 952321786 · Children's Hospital of Orange County PY 2023 · Other
Children's Hospital of Orange County Retirement Accumulation Plan · $498M · 5,197 · 97th
- EOY $498M
- EOY 5,197
- EOY 97th
- EOY Other
- EOY near Oberlin College Defined Contribution and Tax Deferred Annuity Retirement Plan
- EOY ind #17258
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 →
Children's Hospital of Orange County Retirement Accumulation Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $404M |
|---|---|
| Net Assets (End of Year) | $498M |
| Net Income | $95M |
| Employer EIN | 952321786 |
| Plan Effective Date | 2000-07-23 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Children's Hospital of Orange County)
Sponsor-wide plan assets over time
All Children's Hospital of Orange County plans reported in each filing year
- Latest sponsor-wide plan assets
- $593M 46.84064156693621% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,782 | $404M |
| 2023 | 1 | 5,197 | $498M |
| 2024 | 1 | 5,676 | $593M |
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
Scale composition for Children's Hospital of Orange County Retirement Accumulation Plan
Children's Hospital of Orange County Retirement Accumulation Plan reports $498M in end-of-year assets across 5,197 participants (0.004% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $95,880 per participant (69% of the national average assets-per-participant) . Net income for plan year 2023 was $95M.
This plan identity (EIN 952321786, plan #005) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $404M to $593M (+46.8%) while covered participants moved from 4,782 to 5,676 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 4,782 | $404M | Open filing |
| 2023 | 5,197 | $498M | This page |
| 2024 · index core | 5,676 | $593M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Children's Hospital of Orange County Retirement Accumulation Plan (Other, $593M, 5,676 participants)
Children's Hospital of Orange County Retirement Accumulation Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Oberlin College Defined Contribution and Tax Deferred Annuity Retirement Plan in OH ($499M); by covered participants it is Hartford Healthcare 403(b)Plan in CT (5,192 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($498M here).
- Oberlin College Defined Contribution and Tax Deferred Annuity Retirement Plan (OH) $499M · 1,230
- New York Institute of Technology Defined Contribution Retirement Plan (NY) $502M · 1,175
- White Plains Hospital Center 403(b) Defined Contribution Retirement Program (NY) $502M · 6,309
- Nyu Langone Hospital-Long Island 403(b) Plan (NY) $504M · 7,251
Similar participant headcount
Nearest other-state filings by covered participants (5,197 participants); asset peers above are excluded.
- Hartford Healthcare 403(b)Plan (CT) 5,192 · 5 off
- Monument Health, Inc. 403(b) Plan (SD) 5,203 · 6 off
- Baptist Health Care Corporation and Affiliates Retirement Savings 403(b) Plan (FL) 5,220 · 23 off
- University Health System, Inc. 403(b) Plan (TN) 5,227 · 30 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.