Other · DOL Form 5500 · 2023

Henry Mayo Newhall Hospital Retirement Plan

Data updated 2026-08-11

$163M
Total assets
2,020
Participants
94th
Percentile by assets
$80,671
Avg per participant
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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.

  • 94th percentile by assets (of 127,072 plans)
  • #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.

$163M
total plan assets (2023 EOY)
2,020
covered participants
94th
percentile by assets (of 127,072 plans)
$80,671
avg assets per participant

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.

See the national 2022→2023 release diff →

State
California
Industry
Healthcare & Social Assistance

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Henry Mayo Newhall Memorial Hospital & Foundation Retirement Plan reports 2,020 participants - 3.2x that state average ($163M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$136M
Net Assets (End of Year)$163M
Net Income$27M
Employer EIN952821104
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Henry Mayo Newhall Hospital)

$120M$140M$160M$180M$200M 202220232024 $136M $178M ▲ +31.0%
Total plan assets by year, all Henry Mayo Newhall Hospital plans on file
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.

Henry Mayo Newhall Memorial Hospital & Foundation Retirement Plan vs. nearby Other plans in California, assets vs. participants

Henry Mayo Newhall Memorial Hospital & Foundation Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Henry Mayo Newhall M…Stanford Contributor…Sutter Health 403(b)…Stanford Health Care…Caltech Base Retirem…University of Southe…
Henry Mayo Newhall Memorial Hospital & Foundation Retirement Plan vs. nearby Other plans in California, assets vs. participants
Compare Henry Mayo Newhall Memorial Hospital & F… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Henry Mayo Newhall Memorial Hospital & Foundation Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Henry Mayo Newhall Memorial Hospital & Foundation Retirement Plan assets move in 2023? ▼
Henry Mayo Newhall Memorial Hospital & Foundation Retirement Plan grew sharply - up 19.6% during 2023, from $136M to $163M. Reported net income was $27M.
How have Henry Mayo Newhall Hospital plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Henry Mayo Newhall Hospital's sponsor-wide assets grew 31.0%, from $136M to $178M.
Where does Henry Mayo Newhall Memorial Hospital & Foundation Retirement Plan rank by assets among Form 5500 filers? ▼
Henry Mayo Newhall Memorial Hospital & Foundation Retirement Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Henry Mayo Newhall Memorial Hospital & Foundation Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Gannon University Defined Contribution Plan in PA ($163M, 1,072 participants).

Next read for Henry Mayo Newhall Memorial Hospital & F…

Filing takeaways

Ways to act on Henry Mayo Newhall Memorial Hospital & Foundation Retirement Plan's numbers.

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 952821104.

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.