401(k) · DOL Form 5500 · 2023
Hoag Memorial Hospital Presbyterian 401(k) Plan
Data updated 2026-08-11
- $1.1B
- Total assets
- 7,963
- Participants
- 99th
- Percentile by assets
- $133,581
- Avg per participant
Official DOL plan name: Hoag Sheltered Savings Plan · Sponsored by Hoag Memorial Hospital Presbyterian · California · Healthcare & Social Assistance
$1.1B in assets, 7,963 participants
Hoag Memorial Hospital Presbyterian's Hoag Sheltered Savings Plan reported $1.1B in total assets and 7,963 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.
- 99th percentile by assets (of 127,072 plans)
- #17,489 in Healthcare & Social Assistance (17,684 peers)
Coverage in California
Hoag Sheltered Savings Plan covers 7,963 participants in California, 13x the typical California plan (state average ~630 per filing). Assets: $1.1B.
- $1.1B
- total plan assets (2023 EOY)
- 7,963
- covered participants
- 99th
- percentile by assets (of 127,072 plans)
- $133,581
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Hoag Sheltered Savings Plan reported net income rose from -$163M in the plan year 2022 filing to $211M in the plan year 2023 filing.
- Hoag Sheltered Savings Plan end-of-year assets rose from $853M in the plan year 2022 filing to $1.1B in the plan year 2023 filing.
- Hoag Sheltered Savings Plan reported participants rose from 7,152 in the plan year 2022 filing to 7,963 in the plan year 2023 filing.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Hoag Sheltered Savings Plan reports 7,963 participants - 13x that state average ($1.1B EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $853M |
|---|---|
| Net Assets (End of Year) | $1.1B |
| Net Income | $211M |
| Employer EIN | 951643327 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hoag Memorial Hospital Presbyterian)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7,152 | $853M |
| 2023 | 1 | 7,963 | $1.1B |
| 2024 | 1 | 8,596 | $1.3B |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Hoag Sheltered Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Scale composition for Hoag Sheltered Savings Plan
Hoag Sheltered Savings Plan reports $1.1B in end-of-year assets across 7,963 participants (0.009% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $133,581 per participant (97% of the national average assets-per-participant) . Net income for plan year 2023 was $211M.
This plan identity (EIN 951643327, plan #005) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $853M to $1.3B (+47.0%) while covered participants moved from 7,152 to 8,596 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 7,152 | $853M | Open filing |
| 2023 | 7,963 | $1.1B | This page |
| 2024 · index core | 8,596 | $1.3B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Hoag Sheltered Savings Plan (401(k), $1.3B, 8,596 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Hoag Sheltered Savings Plan by total assets, not by location.
- Orrick, Herrington & Sutcliffe LLP Retirement Plan (WV) $1.1B · 1,878
- Flex 401(k) Plan (TX) $1.1B · 7,390
- G & a Partners Multiple Employer 401(k) Plan (TX) $1.1B · 32,689
- Teco Energy Group Retirement Savings Plan (FL) $1.1B · 3,917
Frequently Asked Questions
How did Hoag Sheltered Savings Plan assets move in 2023? ▼
How have Hoag Memorial Hospital Presbyterian plan assets changed over time? ▼
Where does Hoag Sheltered Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Hoag Sheltered Savings Plan? ▼
Next read for Hoag Sheltered Savings Plan
Filing takeaways
Ways to act on Hoag Sheltered Savings Plan's numbers.
- By total assets, Hoag Sheltered Savings Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
- Hoag Memorial Hospital Presbyterian's sponsor-wide assets have grown 47.0% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans