Profit Sharing
2023 plan-year Profit Sharing DOL Form 5500

Children's Hospital of Orange County Retirement Accumulation Plan

ERISA Form 5500 plan record drawn from DOL EBSA β€” verify with linked source filings below.

Sponsored by Children's Hospital of Orange County Β· California Β· Healthcare & Social Assistance

What the 2023 filing shows

Children's Hospital of Orange County Retirement Accumulation Plan holds $498M for 5,197 participants - about $95,880 per participant, up 23.4% over the 2023 plan year.

$498M
total plan assets (2023 EOY)
5,197
covered participants
$95,880
avg assets per participant
+23.4%
assets growth YoY
Total Assets (2023)
$498M
Participants
5,197
State
Industry
Healthcare & Social Assistance

What the Filing Says About Children's Hospital of Orange County Retirement Accumulation Plan

Children's Hospital of Orange County Retirement Accumulation Plan is a Profit Sharing retirement plan sponsored by Children's Hospital of Orange County, headquartered in California. As of the 2023 Form 5500 filing, the plan reports $498M in total end-of-year assets and covers 5,197 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 952321786, and the plan has been effective since 2000-07-23. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $404M at the beginning of 2023 to $498M at year-end β€” a gain of 23.4%. Net assets (after liabilities) closed the year at $498M, with reported net income of $95M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows β€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$404M
Total Assets (End of Year)$498M
Net Assets (End of Year)$498M
Net Income$95M
Plan TypeProfit Sharing
Employer EIN952321786
Plan Effective Date2000-07-23
Filing StatusFILING RECEIVED

Sponsor Plan History (Children's Hospital of Orange County)

Year Plans Participants Total Assets
2022 1 4,782 $404M
2023 1 5,197 $498M
2024 1 5,676 $593M

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans β€” same state, same plan type β€” ranked by total assets.

Frequently Asked Questions

How much money is in the Children's Hospital of Orange County Retirement Accumulation Plan?
As of the 2023 Form 5500 filing, Children's Hospital of Orange County Retirement Accumulation Plan holds $498M in total assets with 5,197 participants. It is sponsored by Children's Hospital of Orange County.
What type of plan is Children's Hospital of Orange County Retirement Accumulation Plan?
Children's Hospital of Orange County Retirement Accumulation Plan is a Profit Sharing plan. It has been effective since 2000-07-23. The plan is filed with the U.S. Department of Labor under EIN 952321786.
Who sponsors the Children's Hospital of Orange County Retirement Accumulation Plan?
Children's Hospital of Orange County Retirement Accumulation Plan is sponsored by Children's Hospital of Orange County, located in California. The sponsor's EIN is 952321786 and the plan operates in the Healthcare & Social Assistance industry.
How did Children's Hospital of Orange County Retirement Accumulation Plan perform in 2023?
Children's Hospital of Orange County Retirement Accumulation Plan grew by 23.4% during 2023, moving from $404M to $498M in total assets. Net income was $95M.
Where can I find official filings for Children's Hospital of Orange County Retirement Accumulation Plan?
Official Form 5500 filings for Children's Hospital of Orange County Retirement Accumulation Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 952321786 or plan name at efast.dol.gov.
How does Children's Hospital of Orange County Retirement Accumulation Plan compare to other plans?
You can compare Children's Hospital of Orange County Retirement Accumulation Plan against other Profit Sharing plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) β€” original filing retrieval by EIN 952321786.

Reference: IRS Publication 560 β€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B β€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.