Defined Benefit (Pension) · DOL Form 5500 · 2023
Southern California Presbyterian Homes Pension Plan
Data updated 2026-08-25
- $24M
- Total assets Small plan by assets
- 197
- Participants Below avg headcount
- 76th
- Percentile by assets National rank
- $120,458
- Avg per participant Near avg balance/head
Official DOL plan name: Retirement Plan for Employees of Southern California Presbyterian Homes · Sponsored by Southern California Presbyterian Homes · California · Healthcare & Social Assistance
$24M in assets, 197 participants
Southern California Presbyterian Homes's Retirement Plan for Employees of Southern California Presbyterian Homes reported $24M in total assets and 197 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.
- #14,056 in Healthcare & Social Assistance (17,684 peers)
Coverage in California
Retirement Plan for Employees of Southern California Presbyterian Homes covers 197 participants in California, about 31% of the average California filer (state average ~630 per filing). Assets: $24M.
- #14,056
- in Healthcare & Social Assistance (17,684 peers)
- -33.3%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Retirement Plan for Employees of Southern California Presbyterian Homes's outsized position by total assets
Retirement Plan for Employees of Southern California Presbyterian Homes vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$23,730,156 Top 24% higher than 76% 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
Retirement Plan for Employees of Southern California Presbyterian Homes among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan for Employees of Southern California Presbyterian Homes sits mid-pack in the medium band (197 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Retirement Plan for Employees of Southern California Presbyterian Homes reported net income fell from -$6M in the plan year 2022 filing to -$12M in the plan year 2023 filing.
- Retirement Plan for Employees of Southern California Presbyterian Homes end-of-year assets fell from $36M in the plan year 2022 filing to $24M in the plan year 2023 filing.
- Retirement Plan for Employees of Southern California Presbyterian Homes reported participants fell from 220 in the plan year 2022 filing to 197 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 951894293 · Southern California Presbyterian Homes PY 2023 · Defined Benefit (Pension)
Retirement Plan for Employees of Southern California Presbyterian Homes · $24M · 197 · 76th
- EBSA $24M
- EBSA 197
- EBSA 76th
- EBSA Defined Benefit (Pension)
- EBSA near Wise Foods Pension Plan
- EBSA ind #14056
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 →
Retirement Plan for Employees of Southern California Presbyterian Homes in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $36M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | -$12M |
| Employer EIN | 951894293 |
| Plan Effective Date | 1966-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Southern California Presbyterian Homes)
Sponsor-wide plan assets over time
All Southern California Presbyterian Homes plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 220 | $36M |
| 2023 | 1 | 197 | $24M |
| 2024 | 1 | 21 | N/A |
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
Retirement Plan for Employees of Southern California Presbyterian Homes's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Wise Foods Pension Plan in PA ($24M); by covered participants it is New York Independent System Operator Pension Plan in NY (197 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($24M here).
Similar participant headcount
Nearest other-state filings by covered participants (197 participants); asset peers above are excluded.
- New York Independent System Operator Pension Plan (NY) 197 · 0 off
- Pension Plan for Certain Salaried Ees of Alcoa USA Corp. (PA) 197 · 0 off
- Placid Refining Company Pension Plan (TX) 197 · 0 off
- Stolt-Nielsen US Pension Plan (TX) 197 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.