Money Purchase · DOL Form 5500 · 2023
Scripps Health Money Purchase Plan
Data updated 2026-08-25
- $1.2B
- Total assets Very large vs avg
- 15,132
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $77,823
- Avg per participant Below avg balance/head
Official DOL plan name: Scripps Health Retirement Savings Plan · Sponsored by Scripps Health · California · Healthcare & Social Assistance
$1.2B in assets, 15,132 participants
Scripps Health's Scripps Health Retirement Savings Plan reported $1.2B in total assets and 15,132 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.
- #17,509 in Healthcare & Social Assistance (17,684 peers)
Coverage in California
Scripps Health Retirement Savings Plan covers 15,132 participants in California, 24x the typical California plan (state average ~630 per filing). Assets: $1.2B.
- #17,509
- in Healthcare & Social Assistance (17,684 peers)
- +18.8%
- assets growth YoY
- 12×
- vs typical plan assets (national mean)
Scripps Health Retirement Savings Plan's outsized position by total assets
Scripps Health Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,177,620,568 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
Scripps Health Retirement Savings Plan's mega-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Scripps Health Retirement Savings Plan is a mega filing (15,132 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Scripps Health Retirement Savings Plan reported net income rose from -$179M in the plan year 2022 filing to $186M in the plan year 2023 filing.
- Scripps Health Retirement Savings Plan end-of-year assets rose from $991M in the plan year 2022 filing to $1.2B in the plan year 2023 filing.
- Scripps Health Retirement Savings Plan reported participants rose from 14,961 in the plan year 2022 filing to 15,132 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 951684089 · Scripps Health PY 2023 · Money Purchase
Scripps Health Retirement Savings Plan · $1.2B · 15,132 · 99th
- IND $1.2B
- IND 15,132
- IND 99th
- IND Money Purchase
- IND near Iron Workers Locals 40, 361 & 417 Annuity Fund
- IND ind #17509
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 →
Scripps Health Retirement Savings Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $991M |
|---|---|
| Net Assets (End of Year) | $1.2B |
| Net Income | $186M |
| Employer EIN | 951684089 |
| Plan Effective Date | 1973-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Scripps Health)
Sponsor-wide plan assets over time
All Scripps Health plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.1B 37.08999993148701% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 31,458 | $1.5B |
| 2023 | 2 | 32,076 | $1.8B |
| 2024 | 2 | 33,747 | $2.1B |
Nearby Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $7.0B · 18,060
- Kaiser Permanente Supplemental Savings and Retirement Plan $5.1B · 36,330
- University of Southern California Defined Contribution Retirement Plan $4.4B · 20,136
- Carpenters Annuity Trust Fund for Northern California $3.3B · 25,961
- Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan $2.2B · 23,168
Scale composition for Scripps Health Retirement Savings Plan
Scripps Health Retirement Savings Plan reports $1.2B in end-of-year assets across 15,132 participants (0.010% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.016% of 93,925,755 covered participants) - about $77,823 per participant (56% of the national average assets-per-participant) . Net income for plan year 2023 was $186M.
This plan identity (EIN 951684089, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $991M to $1.3B (+34.2%) while covered participants moved from 14,961 to 16,148 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 14,961 | $991M | Open filing |
| 2023 | 15,132 | $1.2B | This page |
| 2024 · index core | 16,148 | $1.3B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Scripps Health Retirement Savings Plan (Money Purchase, $1.3B, 16,148 participants)
- Scripps Health 403(b) Plan (Other, $729M, 17,599 participants)
Scripps Health Retirement Savings Plan's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is Iron Workers Locals 40, 361 & 417 Annuity Fund in NY ($1.2B); by covered participants it is McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan in NY (15,163 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.2B here).
- Iron Workers Locals 40, 361 & 417 Annuity Fund (NY) $1.2B · 4,998
- Occidental Petroleum Corporation Retirement Plan (TX) $1.1B · 8,018
- The George Washington University Retirement Plan for Faculty and Staff (VA) $1.3B · 3,809
- Employees Retirement Plan of Marshfield Clinic (WI) $1.3B · 9,068
Similar participant headcount
Nearest other-state filings by covered participants (15,132 participants); asset peers above are excluded.
- McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan (NY) 15,163 · 31 off
- Itpeu Pension Fund (NJ) 15,693 · 561 off
- Harvard University Defined Contribution Retirement Plan (MA) 13,259 · 1,873 off
- Southern States Savings & Retirement Plan Trust (FL) 13,258 · 1,874 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.