Other · DOL Form 5500 · 2023
Henry Mayo Newhall Hospital Retirement Plan
Data updated 2026-08-25
- $163M
- Total assets Near avg plan size
- 2,020
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $80,671
- Avg per participant Below avg balance/head
Official DOL plan name: Henry Mayo Newhall Memorial Hospital & Foundation Retirement Plan · Sponsored by Henry Mayo Newhall Hospital · California · Healthcare & Social Assistance
$163M in assets, 2,020 participants
Henry Mayo Newhall Hospital's Henry Mayo Newhall Memorial Hospital & Foundation Retirement Plan reported $163M in total assets and 2,020 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.
- #16,738 in Healthcare & Social Assistance (17,684 peers)
Coverage in California
Henry Mayo Newhall Memorial Hospital & Foundation Retirement Plan covers 2,020 participants in California, 3.2x the typical California plan (state average ~630 per filing). Assets: $163M.
- #16,738
- in Healthcare & Social Assistance (17,684 peers)
- +19.6%
- assets growth YoY
- 1.6×
- vs typical plan assets (national mean)
Henry Mayo Newhall Memorial Hospital & Foundation Retirement Plan's outsized position by total assets
Henry Mayo Newhall Memorial Hospital & Foundation Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$162,956,011 Top 6% higher than 94% 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
Henry Mayo Newhall Memorial Hospital & Foundation 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. Henry Mayo Newhall Memorial Hospital & Foundation Retirement Plan lands in the large band (2,020 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Henry Mayo Newhall Memorial Hospital & Foundation Retirement Plan reported net income rose from -$21M in the plan year 2022 filing to $27M in the plan year 2023 filing.
- Henry Mayo Newhall Memorial Hospital & Foundation Retirement Plan reported participants rose from 1,141 in the plan year 2022 filing to 2,020 in the plan year 2023 filing.
- Henry Mayo Newhall Memorial Hospital & Foundation Retirement Plan end-of-year assets rose from $136M in the plan year 2022 filing to $163M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 952821104 · Henry Mayo Newhall Hospital PY 2023 · Other
Henry Mayo Newhall Memorial Hospital & Foundation Retirement Plan · $163M · 2,020 · 94th
- PHOTO $163M
- PHOTO 2,020
- PHOTO 94th
- PHOTO Other
- PHOTO near Gannon University Defined Contribution Plan
- PHOTO ind #16738
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 →
Henry Mayo Newhall Memorial Hospital & Foundation Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $136M |
|---|---|
| Net Assets (End of Year) | $163M |
| Net Income | $27M |
| Employer EIN | 952821104 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Henry Mayo Newhall Hospital)
Sponsor-wide plan assets over time
All Henry Mayo Newhall Hospital plans reported in each filing year
- Latest sponsor-wide plan assets
- $178M 30.950357854604% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,141 | $136M |
| 2023 | 1 | 2,020 | $163M |
| 2024 | 1 | 1,817 | $178M |
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
Henry Mayo Newhall Memorial Hospital & Foundation Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Gannon University Defined Contribution Plan in PA ($163M); by covered participants it is Holyoke Medical Center, Inc. 403(b) Retirement Plan in MA (2,015 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($163M here).
- Gannon University Defined Contribution Plan (PA) $163M · 1,072
- The Metropolitan Museum of Art 403(b) Matching Plan for Non-Union Employees (NY) $163M · 1,141
- The Independent School Group Retirement Plan (Misbo) (GA) $163M · 861
- Aui Supplemental Retirement Annuity Plan - Aui/Nrao Tda Plan (VA) $163M · 600
Similar participant headcount
Nearest other-state filings by covered participants (2,020 participants); asset peers above are excluded.
- Holyoke Medical Center, Inc. 403(b) Retirement Plan (MA) 2,015 · 5 off
- Developmental Disabilities Institute, Inc. 403(b) Plan (NY) 2,025 · 5 off
- Columbia College Chicago Employees' Retirement Plan (IL) 2,008 · 12 off
- Wentworth Institute of Technology 403(b) Plan (MA) 2,034 · 14 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.