Defined Benefit (Pension) · DOL Form 5500 · 2023
Community Hospital of the Monterey Peninsula Pension Plan
Data updated 2026-08-11
- $704M
- Total assets
- 907
- Participants
- 98th
- Percentile by assets
- $776,148
- Avg per participant
Official DOL plan name: Community Hospital of the Monterey Peninsula Retirement Plan · Sponsored by Community Hospital of the Monterey Peninsula · California · Healthcare & Social Assistance
$704M in assets, 907 participants
Community Hospital of the Monterey Peninsula's Community Hospital of the Monterey Peninsula Retirement Plan reported $704M in total assets and 907 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)
- #17,374 in Healthcare & Social Assistance (17,684 peers)
Where Community Hospital of the Monterey Peninsula Retirement Plan sits by assets
Community Hospital of the Monterey Peninsula Retirement Plan sits in the top 5% of all filed plans by assets, $704M for 907 participants (~$776,148/participant), up 11.2% in 2023.
- $704M
- total plan assets (2023 EOY)
- 907
- covered participants
- 98th
- percentile by assets (of 127,072 plans)
- $776,148
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Community Hospital of the Monterey Peninsula Retirement Plan reported net income rose from -$168M in the plan year 2022 filing to $20M in the plan year 2023 filing.
- Community Hospital of the Monterey Peninsula Retirement Plan end-of-year assets rose from $633M in the plan year 2022 filing to $704M in the plan year 2023 filing.
- Community Hospital of the Monterey Peninsula Retirement Plan reported participants fell from 989 in the plan year 2022 filing to 907 in the plan year 2023 filing.
Community Hospital of the Monterey Peninsula Retirement Plan vs the 2023 asset distribution
By assets, Community Hospital of the Monterey Peninsula Retirement Plan outranks 98% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 7.1x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $633M |
|---|---|
| Net Assets (End of Year) | $575M |
| Net Income | $20M |
| Employer EIN | 940760193 |
| Plan Effective Date | 1967-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Community Hospital of the Monterey Peninsula)
| 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.
Community Hospital of the Monterey Peninsula Retirement 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 Community Hospital of the Monterey Peninsula Retirement Plan by total assets, not by location.
- Hotel Union and Hotel Industry of Hawaii Pension Plan (HI) $705M · 7,370
- Pension Plan of Independence Blue Cross (PA) $705M · 1,292
- Pension Plan for Employees of American Water Works Company, Inc. & Its Designated Subsidiaries (NJ) $703M · 1,633
- Mea-Messa-Mea Financial Services Staff Retirement Plan & Trust (MI) $708M · 524
Frequently Asked Questions
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Ways to act on Community Hospital of the Monterey Peninsula Retirement Plan's numbers.
- By total assets, Community Hospital of the Monterey Peninsula Retirement 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
- Community Hospital of the Monterey Peninsula's sponsor-wide assets have grown 25.8% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans