401(k) · DOL Form 5500 · 2023
Hoag Memorial Hospital Presbyterian 401(k) Plan
Data updated 2026-08-25
- $1.1B
- Total assets Very large vs avg
- 7,963
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $133,581
- Avg per participant Near avg balance/head
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.
- #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.
- #17,489
- in Healthcare & Social Assistance (17,684 peers)
- +24.7%
- assets growth YoY
- 11×
- vs typical plan assets (national mean)
Hoag Sheltered Savings Plan's outsized position by total assets
Hoag Sheltered Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,063,702,338 Top 1% higher than 99% 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
Hoag Sheltered 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. Hoag Sheltered Savings Plan lands in the large band (7,963 participants).
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.
DOL schedule card
Filing strip 951643327 · Hoag Memorial Hospital Presbyterian PY 2023 · 401(k)
Hoag Sheltered Savings Plan · $1.1B · 7,963 · 99th
- EBSA $1.1B
- PART 7,963
- TYPE 99th
- NET 401(k)
- BOOK near Orrick, Herrington & Sutcliffe LLP Retirement Plan
- VS-ST ind #17489
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 →
Hoag Sheltered Savings Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Hoag Memorial Hospital Presbyterian plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.3B 46.95638459643784% vs 2022
- 2024 filing year
| 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.
- 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)
Hoag Sheltered Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Orrick, Herrington & Sutcliffe LLP Retirement Plan in WV ($1.1B); by covered participants it is Uline, Inc. Profit Sharing Plan and Trust in WI (7,966 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.1B here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (7,963 participants); asset peers above are excluded.
- Uline, Inc. Profit Sharing Plan and Trust (WI) 7,966 · 3 off
- The Toro Company Retirement Plan (MN) 7,971 · 8 off
- Soliant 401(k) Plan (GA) 7,955 · 8 off
- The Cultural Institutions Savings Plan (NY) 7,978 · 15 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.