Defined Benefit (Pension) · DOL Form 5500 · 2023
Cottage Health Pension Plan
Data updated 2026-08-11
- $835M
- Total assets
- 3,651
- Participants
- 98th
- Percentile by assets
- $228,663
- Avg per participant
Official DOL plan name: Cottage Health Pension Plan · Sponsored by Cottage Health · California · Healthcare & Social Assistance
$835M in assets, 3,651 participants
Cottage Health's Cottage Health Pension Plan reported $835M in total assets and 3,651 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 127,072 plans)
- #17,427 in Healthcare & Social Assistance (17,684 peers)
Coverage in California
Cottage Health Pension Plan covers 3,651 participants in California, 5.8x the typical California plan (state average ~630 per filing). Assets: $835M.
- $835M
- total plan assets (2023 EOY)
- 3,651
- covered participants
- 98th
- percentile by assets (of 127,072 plans)
- $228,663
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Cottage Health Pension Plan reported net income rose from -$128M in the plan year 2022 filing to $87M in the plan year 2023 filing.
- Cottage Health Pension Plan end-of-year assets rose from $748M in the plan year 2022 filing to $835M in the plan year 2023 filing.
- Cottage Health Pension Plan reported participants rose from 3,376 in the plan year 2022 filing to 3,651 in the plan year 2023 filing.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Cottage Health Pension Plan reports 3,651 participants - 5.8x that state average ($835M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $748M |
|---|---|
| Net Assets (End of Year) | $835M |
| Net Income | $87M |
| Employer EIN | 770431902 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cottage Health)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 7,468 | $824M |
| 2023 | 3 | 7,812 | $957M |
| 2024 | 3 | 7,978 | $1.1B |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Cottage Health Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
- 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
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Cottage Health Pension Plan by total assets, not by location.
- Keycorp Consolidated Cash Balance Plan (OH) $836M · 3,337
- Andersen Corporation Employees' Pension and Retirement Plan (MN) $833M · 1,724
- Gciu - Employer Retirement Benefit Plan (WA) $838M · 1,387
- Laborers Pension Trust Fund - Detroit and Vicinity (MI) $828M · 3,153
Frequently Asked Questions
How did Cottage Health Pension Plan assets move in 2023? ▼
How have Cottage Health plan assets changed over time? ▼
Where does Cottage Health Pension Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Cottage Health Pension Plan? ▼
Next read for Cottage Health Pension Plan
Filing takeaways
Ways to act on Cottage Health Pension Plan's numbers.
- By total assets, Cottage Health Pension Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in California. Compare plans
- Cottage Health's sponsor-wide assets have grown 28.6% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans