Defined Benefit (Pension) · DOL Form 5500 · 2023
Community Hospital of the Monterey Peninsula Pension Plan
Data updated 2026-08-25
- $75M
- Total assets Below avg plan size
- 1,381
- Participants Near avg headcount
- 89th
- Percentile by assets National rank
- $54,064
- Avg per participant Low balance/head
Official DOL plan name: Community Hospital of the Monterey Peninsula Cash Balance Plan · Sponsored by Community Hospital of the Monterey Peninsula · California · Healthcare & Social Assistance
$75M in assets, 1,381 participants
Community Hospital of the Monterey Peninsula's Community Hospital of the Monterey Peninsula Cash Balance Plan reported $75M in total assets and 1,381 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.
- #16,032 in Healthcare & Social Assistance (17,684 peers)
Coverage in California
Community Hospital of the Monterey Peninsula Cash Balance Plan covers 1,381 participants in California, 2.2x the typical California plan (state average ~630 per filing). Assets: $75M.
- #16,032
- in Healthcare & Social Assistance (17,684 peers)
- +34.9%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Community Hospital of the Monterey Peninsula Cash Balance Plan's outsized position by total assets
Community Hospital of the Monterey Peninsula Cash Balance Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$74,662,145 Top 11% higher than 89% 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
Community Hospital of the Monterey Peninsula Cash Balance 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. Community Hospital of the Monterey Peninsula Cash Balance Plan lands in the large band (1,381 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Community Hospital of the Monterey Peninsula Cash Balance Plan reported net income rose from -$902K in the plan year 2022 filing to $12M in the plan year 2023 filing.
- Community Hospital of the Monterey Peninsula Cash Balance Plan end-of-year assets rose from $55M in the plan year 2022 filing to $75M in the plan year 2023 filing.
- Community Hospital of the Monterey Peninsula Cash Balance Plan reported participants rose from 1,241 in the plan year 2022 filing to 1,381 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 940760193 · Community Hospital of the Monterey Peninsula PY 2023 · Defined Benefit (Pension)
Community Hospital of the Monterey Peninsula Cash Balance Plan · $75M · 1,381 · 89th
- BOOK $75M
- BOOK 1,381
- BOOK 89th
- BOOK Defined Benefit (Pension)
- BOOK near Silgan Plastics Pension Plan for Hourly-Paid Employees
- BOOK ind #16032
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 the Monterey Peninsula Cash Balance Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $55M |
|---|---|
| Net Assets (End of Year) | $67M |
| Net Income | $12M |
| Employer EIN | 940760193 |
| Plan Effective Date | 2012-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Community Hospital of the Monterey Peninsula)
Sponsor-wide plan assets over time
All Community Hospital of the Monterey Peninsula plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.2B 25.782755404576672% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 4,761 | $980M |
| 2023 | 3 | 4,891 | $1.1B |
| 2024 | 3 | 5,327 | $1.2B |
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
Community Hospital of the Monterey Peninsula Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Silgan Plastics Pension Plan for Hourly-Paid Employees in MO ($75M); by covered participants it is Pension Fund of Local No. One of I. a. T. S. E. in NY (1,383 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($75M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,381 participants); asset peers above are excluded.
- Pension Fund of Local No. One of I. a. T. S. E. (NY) 1,383 · 2 off
- Building Trades Pension Plan of Western Pennsylvania (OH) 1,379 · 2 off
- Pipefitters Local 636 Defined Benefit Pension Fund (MI) 1,378 · 3 off
- Suburban Hospital, Inc. Retirement Income Plan (MD) 1,376 · 5 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.