Defined Benefit (Pension) · DOL Form 5500 · 2023

Community Hospital of the Monterey Peninsula Pension Plan

Data updated 2026-08-25

$704M
Total assets Above avg plan size
907
Participants Near avg headcount
98th
Percentile by assets National rank
$776,148
Avg per participant High balance/head
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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.

  • #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.

#17,374
in Healthcare & Social Assistance (17,684 peers)
+11.2%
assets growth YoY
7.1×
vs typical plan assets (national mean)

Community Hospital of the Monterey Peninsula Retirement Plan's outsized position by total assets

Community Hospital of the Monterey Peninsula Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$703,966,179 Top 2% higher than 98% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

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 Retirement Plan 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. Community Hospital of the Monterey Peninsula Retirement Plan sits mid-pack in the medium band (907 participants).

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.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 940760193 · Community Hospital of the Monterey Peninsula PY 2023 · Defined Benefit (Pension)

Community Hospital of the Monterey Peninsula Retirement Plan · $704M · 907 · 98th

  • SCH $704M
  • SCH 907
  • SCH 98th
  • SCH Defined Benefit (Pension)
  • SCH near Hotel Union and Hotel Industry of Hawaii Pension Plan
  • SCH ind #17374

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 Retirement Plan in the asset neighbourhood

Mea-Messa-Mea Financial Services Staff Retirement Plan & TrustMea-Messa-Mea Financial Serv…$708MPension Plan of Independence Blue CrossPension Plan of Independence…$705MHotel Union and Hotel Industry of Hawaii Pension PlanHotel Union and Hotel Indust…$705MCommunity Hospital of the Monterey Peninsula Retirement PlanCommunity Hospital of the Mo…$704MPension Plan for Employees of American Water Works Company, Inc. & Its Designated SubsidiariesPension Plan for Employees o…$703M
End-of-year total assets ($M) among Community Hospital of the Monterey Peninsula Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$633M
Net Assets (End of Year)$575M
Net Income$20M
Employer EIN940760193
Plan Effective Date1967-01-01
Filing StatusFILING 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
$0.9B$1B$1.1B$1.2B$1.3B 202220232024 $0.98B $1.23B ▲ +25.5%
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 Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Community Hospital of the Monterey Peninsula Retirement Plan, Total assets ($B): 0.703966179 · Participants: 907Community Hospital of the Monterey Peninsula Retirement PlanKaiser Permanente Retirement Plan, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Electric Company Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pension Plan D
Community Hospital of the Monterey Peninsula Retirement Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants

Community Hospital of the Monterey Peninsula Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Hotel Union and Hotel Industry of Hawaii Pension Plan in HI ($705M); by covered participants it is Honeywell Retirement Earnings Plan for Aerospace Employees of Honeywell Federal Manufacturing & Technologies, LLC in NC (907 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Community Hospital of the Monterey Peninsula Retirement Plan assets move in 2023? ▼
Community Hospital of the Monterey Peninsula Retirement Plan grew at a solid clip - up 11.2% during 2023, from $633M to $704M. Reported net income was $20M.
How have Community Hospital of the Monterey Peninsula plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Community Hospital of the Monterey Peninsula's sponsor-wide assets grew 25.8%, from $980M to $1.2B.
Where does Community Hospital of the Monterey Peninsula Retirement Plan rank by assets among Form 5500 filers? ▼
Community Hospital of the Monterey Peninsula Retirement Plan ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Community Hospital of the Monterey Peninsula Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Hotel Union and Hotel Industry of Hawaii Pension Plan in HI ($705M, 7,370 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Community Hospital of the Monterey Peninsula Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Honeywell Retirement Earnings Plan for Aerospace Employees of Honeywell Federal Manufacturing & Technologies, LLC in NC (907 participants, $918M in assets).