Other · DOL Form 5500 · 2023
Scripps Health Retirement Plan
Data updated 2026-08-25
- $630M
- Total assets Above avg plan size
- 16,944
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $37,183
- Avg per participant Low balance/head
Official DOL plan name: Scripps Health 403(b) Plan · Sponsored by Scripps Health · California · Healthcare & Social Assistance
$630M in assets, 16,944 participants
Scripps Health's Scripps Health 403(b) Plan reported $630M in total assets and 16,944 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- #17,332 in Healthcare & Social Assistance (17,684 peers)
Coverage in California
Scripps Health 403(b) Plan covers 16,944 participants in California, 27x the typical California plan (state average ~630 per filing). Assets: $630M.
- #17,332
- in Healthcare & Social Assistance (17,684 peers)
- +23.4%
- assets growth YoY
- 6.3×
- vs typical plan assets (national mean)
Scripps Health 403(b) Plan's outsized position by total assets
Scripps Health 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$630,033,667 Top 2% higher than 98% 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 403(b) 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 403(b) Plan is a mega filing (16,944 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Scripps Health 403(b) Plan reported net income rose from -$76M in the plan year 2022 filing to $119M in the plan year 2023 filing.
- Scripps Health 403(b) Plan end-of-year assets rose from $511M in the plan year 2022 filing to $630M in the plan year 2023 filing.
- Scripps Health 403(b) Plan reported participants rose from 16,497 in the plan year 2022 filing to 16,944 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 951684089 · Scripps Health PY 2023 · Other
Scripps Health 403(b) Plan · $630M · 16,944 · 98th
- PART $630M
- PART 16,944
- PART 98th
- PART Other
- PART near University of Richmond Defined Contribution Retirement Plan
- PART ind #17332
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 403(b) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $511M |
|---|---|
| Net Assets (End of Year) | $630M |
| Net Income | $119M |
| Employer EIN | 951684089 |
| Plan Effective Date | 2010-09-01 |
| 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 Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $11.0B · 21,674
- Sutter Health 403(b) Savings Plan $6.5B · 50,273
- Stanford Health Care Retirement Savings Plan $5.8B · 22,681
- Caltech Base Retirement Plan $4.8B · 10,682
- University of Southern California Tax-Deferred Annuity Plan $4.3B · 21,764
Scale composition for Scripps Health 403(b) Plan
Scripps Health 403(b) Plan reports $630M in end-of-year assets across 16,944 participants (0.005% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.018% of 93,925,755 covered participants) - about $37,183 per participant (27% of the national average assets-per-participant) . Net income for plan year 2023 was $119M.
This plan identity (EIN 951684089, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $511M to $729M (+42.7%) while covered participants moved from 16,497 to 17,599 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 16,497 | $511M | Open filing |
| 2023 | 16,944 | $630M | This page |
| 2024 · index core | 17,599 | $729M | 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 403(b) Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is University of Richmond Defined Contribution Retirement Plan in VA ($629M); by covered participants it is Montefiore Medical Center 403(b) Plan in NY (16,736 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($630M here).
- University of Richmond Defined Contribution Retirement Plan (VA) $629M · 1,843
- Seton Hall University Retirement Plan (NJ) $628M · 1,264
- Bucknell University Defined Contribution Retirement Plan (PA) $632M · 1,487
- Retirement Plan of Creighton University (NE) $633M · 3,596
Similar participant headcount
Nearest other-state filings by covered participants (16,944 participants); asset peers above are excluded.
- Montefiore Medical Center 403(b) Plan (NY) 16,736 · 208 off
- St. Lukes Health System Matched 403b Plan (ID) 16,715 · 229 off
- New York University Supplemental Tax Deferred Annuity Plan (NY) 17,231 · 287 off
- Fca US LLC Salaried Employees' Savings Plan (MI) 16,630 · 314 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.