Other · DOL Form 5500 · 2023

Community Hospital of San Bernardino Retirement Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
75
Participants Small participant base
45th
Percentile by assets National rank
$67,549
Avg per participant Below avg balance/head
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Official DOL plan name: Community Hospital of San Bernardino Tax Sheltered Annuity Plan · Sponsored by Community Hospital of San Bernardino · California · Healthcare & Social Assistance

$5M in assets, 75 participants

Community Hospital of San Bernardino's Community Hospital of San Bernardino Tax Sheltered Annuity Plan reported $5M in total assets and 75 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #8,599 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

Community Hospital of San Bernardino Tax Sheltered Annuity Plan holds $5M for 75 participants - about $67,549 per participant, in the lower half of filed plans by assets.

#8,599
in Healthcare & Social Assistance (17,684 peers)
-0.3%
assets change YoY

The plan reported a net loss of $14K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Community Hospital of San Bernardino Tax Sheltered Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Community Hospital of San Bernardino Tax Sheltered Annuity Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$5,066,168 45th percentile higher than 45% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Community Hospital of San Bernardino Tax Sheltered Annuity Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Community Hospital of San Bernardino Tax Sheltered Annuity Plan is a small filing (75 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Community Hospital of San Bernardino Tax Sheltered Annuity Plan reported net income rose from -$2M in the plan year 2022 filing to -$14K in the plan year 2023 filing.
  • Community Hospital of San Bernardino Tax Sheltered Annuity Plan reported participants fell from 87 in the plan year 2022 filing to 75 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 951643373 · Community Hospital of San Bernardino PY 2023 · Other

Community Hospital of San Bernardino Tax Sheltered Annuity Plan · $5M · 75 · 45th

  • EIN $5M
  • EIN 75
  • EIN 45th
  • EIN Other
  • EIN near 403(b) Retirement Plan for Harlem Rbi
  • EIN ind #8599

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 →

Community Hospital of San Bernardino Tax Sheltered Annuity Plan in the asset neighbourhood

The Advocacy Alliance Retirement PlanThe Advocacy Alliance Retire…$5MCommunity Hospital of San Bernardino Tax Sheltered Annuity PlanCommunity Hospital of San Be…$5M403(b) Retirement Plan for Harlem Rbi403(b) Retirement Plan for H…$5MLifespan of Greater Rochester, Inc. 403(b) Retirement PlanLifespan of Greater Rocheste…$5MCrouse Community Center Employee Retirement Tsa PlanCrouse Community Center Empl…$5M
End-of-year total assets ($M) among Community Hospital of San Bernardino Tax Sheltered Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income-$14K
Employer EIN951643373
Plan Effective Date1985-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Community Hospital of San Bernardino)

Sponsor-wide plan assets over time

All Community Hospital of San Bernardino plans reported in each filing year

Latest sponsor-wide plan assets
$5M 1.3868069877340454% vs 2022
2024 filing year
$5M$5.05M$5.1M 202220232024 $5.08M $5.01M ▼ -1.4%
Year Plans Participants Total Assets
2022 1 87 $5M
2023 1 75 $5M
2024 1 66 $5M

Nearby Other Plans in California

Peer Other plans, same state, same plan type, ranked by total assets.

Community Hospital of San Bernardino Tax Sheltered Annuity Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Community Hospital of San Bernardino Tax Sheltered Annuity Plan, Total assets ($B): 0.005066168 · Participants: 75Community Hospital of San Bernardino Tax Sheltered Annuity PlanStanford Contributory Retirement Plan, Total assets ($B): 11.039978863 · Participants: 21674Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 6.533806707 · Participants: 50273Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 5.761504142 · Participants: 22681Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.792181822 · Participants: 10682Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.277911652 · Participants: 21764University of Southern California Tax-Deferred Annuity Plan
Community Hospital of San Bernardino Tax Sheltered Annuity Plan vs. nearby Other plans in California, assets vs. participants
Compare Community Hospital of San Bernardino Tax Sheltered Annuity Plan side-by-side with 3 peers →

Community Hospital of San Bernardino Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is 403(b) Retirement Plan for Harlem Rbi in NY ($5M); by covered participants it is Mulherin Lumber Company Stock Bonus Plan & Trust in GA (75 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (75 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Community Hospital of San Bernardino Tax Sheltered Annuity Plan assets move in 2023? ▼
Community Hospital of San Bernardino Tax Sheltered Annuity Plan held essentially flat - down 0.3% during 2023, from $5M to $5M. Reported net income was -$14K.
How have Community Hospital of San Bernardino plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Community Hospital of San Bernardino's sponsor-wide assets declined 1.4%, from $5M to $5M.
Which Other plans are similar in size to Community Hospital of San Bernardino Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by assets is 403(b) Retirement Plan for Harlem Rbi in NY ($5M, 99 participants).
Which Other plans cover a similar participant headcount to Community Hospital of San Bernardino Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Mulherin Lumber Company Stock Bonus Plan & Trust in GA (75 participants, N/A in assets).

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 951643373.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.