SCRIPPS HEALTH 403(B) PLAN
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
SCRIPPS HEALTH
This IRA-Based plan holds $630M in total assets and serves 16,944 participants as of 2023. It is sponsored by SCRIPPS HEALTH in California. The plan reported positive net income of $119M for the year.
What the Filing Says About SCRIPPS HEALTH 403(B) PLAN
SCRIPPS HEALTH 403(B) PLAN is a IRA-Based retirement plan sponsored by SCRIPPS HEALTH, headquartered in California. As of the 2023 Form 5500 filing, the plan reports $630M in total end-of-year assets and covers 16,944 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 951684089, and the plan has been effective since 2010-09-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $511M at the beginning of 2023 to $630M at year-end — a gain of 23.4%. Net assets (after liabilities) closed the year at $630M, with reported net income of $119M 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 — 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) | $511M |
| Total Assets (End of Year) | $630M |
| Net Assets (End of Year) | $630M |
| Net Income | $119M |
| Plan Type | IRA-Based |
| Employer EIN | 951684089 |
| Plan Effective Date | 2010-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (SCRIPPS HEALTH)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 31,458 | $1.5B |
| 2023 | 2 | 32,076 | $1.8B |
| 2024 | 2 | 33,747 | $2.1B |
Nearby IRA-Based Plans in California
Peer IRA-Based plans — same state, same plan type — ranked by total assets.
- THE SCRIPPS RESEARCH INSTITUTE TAX SHELTERED ANNUITY PLAN $242M · 1,324
- FOUNDATION PHYSICIANS MEDICAL GROUP, INC. 401(K) PLAN $98M · 372
- THE WILLIAM AND FLORA HEWLETT FOUNDATION 403(B) PLAN $94M · 123
- LOS ANGELES PHILHARMONIC ASSOCIATION VOLUNTARY 403B PLAN $79M · 2,077
- MARANATHA HIGH SCHOOL TAX DEFERRED 403(B)(7) PLAN $7M · 84
Related Data
Guides
Related Data on Other Portals
Frequently Asked Questions
How much money is in the SCRIPPS HEALTH 403(B) PLAN? ▼
What type of plan is SCRIPPS HEALTH 403(B) PLAN? ▼
Who sponsors the SCRIPPS HEALTH 403(B) PLAN? ▼
How did SCRIPPS HEALTH 403(B) PLAN perform in 2023? ▼
Where can I find official filings for SCRIPPS HEALTH 403(B) PLAN? ▼
How does SCRIPPS HEALTH 403(B) PLAN compare to other plans? ▼
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) — original filing retrieval by EIN 951684089.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.