Defined Benefit (Pension) · DOL Form 5500 · 2023
Marshall Medical Center Pension Plan
Data updated 2026-08-25
- $109M
- Total assets Near avg plan size
- 1,149
- Participants Near avg headcount
- 92nd
- Percentile by assets National rank
- $95,175
- Avg per participant Below avg balance/head
Official DOL plan name: Marshall Medical Employees' Retirement Plan · Sponsored by Marshall Medical Center · California · Healthcare & Social Assistance
$109M in assets, 1,149 participants
Marshall Medical Center's Marshall Medical Employees' Retirement Plan reported $109M in total assets and 1,149 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.
- #16,429 in Healthcare & Social Assistance (17,684 peers)
Where Marshall Medical Employees' Retirement Plan sits by assets
Marshall Medical Employees' Retirement Plan sits in the top 10% of all filed plans by assets, $109M for 1,149 participants (~$95,175/participant), down 40.5% in 2023.
- #16,429
- in Healthcare & Social Assistance (17,684 peers)
- -40.5%
- assets change YoY
- 1.1×
- vs typical plan assets (national mean)
The plan reported a net loss of $74M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Marshall Medical Employees' Retirement Plan's outsized position by total assets
Marshall Medical Employees' Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$109,356,128 Top 8% higher than 92% 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
Marshall Medical Employees' Retirement 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. Marshall Medical Employees' Retirement Plan lands in the large band (1,149 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Marshall Medical Employees' Retirement Plan reported net income fell from -$41M in the plan year 2022 filing to -$74M in the plan year 2023 filing.
- Marshall Medical Employees' Retirement Plan end-of-year assets fell from $184M in the plan year 2022 filing to $109M in the plan year 2023 filing.
- Marshall Medical Employees' Retirement Plan reported participants fell from 1,328 in the plan year 2022 filing to 1,149 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 206019079 · Marshall Medical Center PY 2023 · Defined Benefit (Pension)
Marshall Medical Employees' Retirement Plan · $109M · 1,149 · 92nd
- EIN $109M
- EIN 1,149
- EIN 92nd
- EIN Defined Benefit (Pension)
- EIN near Volvo Retirement Plan
- EIN ind #16429
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 →
Marshall Medical Employees' Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $184M |
|---|---|
| Net Assets (End of Year) | $109M |
| Net Income | -$74M |
| Employer EIN | 206019079 |
| Plan Effective Date | 2003-08-03 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Marshall Medical Center)
Sponsor-wide plan assets over time
All Marshall Medical Center plans reported in each filing year
- Latest sponsor-wide plan assets
- $111M 39.36621384517531% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,328 | $184M |
| 2023 | 1 | 1,149 | $109M |
| 2024 | 1 | 934 | $111M |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Kaiser Permanente Retirement Plan $33.5B · 127,356
- Pacific Gas and Electric Company Retirement Plan $21.4B · 22,914
- Pacific Gas and Electric Company Retirement Plan $18.0B · 25,647
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $10.8B · 19,545
- Disney Salaried Pension Plan D $10.1B · 10,813
Marshall Medical Employees' Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Volvo Retirement Plan in PA ($109M); by covered participants it is Bunge U.S. Pension Plan in MO (1,151 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($109M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,149 participants); asset peers above are excluded.
- Bunge U.S. Pension Plan (MO) 1,151 · 2 off
- Cmg Hourly Pension Plan (AL) 1,146 · 3 off
- Kirby Pension Plan (TX) 1,152 · 3 off
- Retirement Plan of Cayuga Medical Center at Ithaca (NY) 1,152 · 3 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.