Profit Sharing · DOL Form 5500 · 2023
Loma Linda University Faculty Medical Group Profit Sharing Plan
Data updated 2026-08-25
- $613M
- Total assets Above avg plan size
- 3,885
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $157,699
- Avg per participant Above avg balance/head
Official DOL plan name: Loma Linda University Faculty Medical Group Multiple Employer Retirement Plan · Sponsored by Loma Linda University Faculty Medical Group · California · Healthcare & Social Assistance
$613M in assets, 3,885 participants
Loma Linda University Faculty Medical Group's Loma Linda University Faculty Medical Group Multiple Employer Retirement Plan reported $613M in total assets and 3,885 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.
- #17,316 in Healthcare & Social Assistance (17,684 peers)
Coverage in California
Loma Linda University Faculty Medical Group Multiple Employer Retirement Plan covers 3,885 participants in California, 6.2x the typical California plan (state average ~630 per filing). Assets: $613M.
- #17,316
- in Healthcare & Social Assistance (17,684 peers)
- +18.6%
- assets growth YoY
- 6.1×
- vs typical plan assets (national mean)
Loma Linda University Faculty Medical Group Multiple Employer Retirement Plan's outsized position by total assets
Loma Linda University Faculty Medical Group Multiple Employer Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$612,659,114 Top 2% higher than 98% 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
Loma Linda University Faculty Medical Group Multiple Employer Retirement 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. Loma Linda University Faculty Medical Group Multiple Employer Retirement Plan lands in the large band (3,885 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Loma Linda University Faculty Medical Group Multiple Employer Retirement Plan reported net income rose from -$83M in the plan year 2022 filing to $96M in the plan year 2023 filing.
- Loma Linda University Faculty Medical Group Multiple Employer Retirement Plan end-of-year assets rose from $517M in the plan year 2022 filing to $613M in the plan year 2023 filing.
- Loma Linda University Faculty Medical Group Multiple Employer Retirement Plan reported participants rose from 3,734 in the plan year 2022 filing to 3,885 in the plan year 2023 filing.
DOL schedule card
Filing strip 330672915 · Loma Linda University Faculty Medical Group PY 2023 · Profit Sharing
Loma Linda University Faculty Medical Group Multiple Employer Retirement Plan · $613M · 3,885 · 98th
- SCH $613M
- SCH 3,885
- SCH 98th
- SCH Profit Sharing
- SCH near Fairview Health Services Pension Plan
- SCH ind #17316
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 →
Loma Linda University Faculty Medical Group Multiple Employer Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $517M |
|---|---|
| Net Assets (End of Year) | $613M |
| Net Income | $96M |
| Employer EIN | 330672915 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Loma Linda University Faculty Medical Group)
Sponsor-wide plan assets over time
All Loma Linda University Faculty Medical Group plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.0B 39.55277755707022% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 7,383 | $739M |
| 2023 | 2 | 7,691 | $891M |
| 2024 | 2 | 7,706 | $1.0B |
Nearby Profit Sharing Plans in California
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Intel Retirement Contribution Plan $7.2B · 21,513
- Scpmg Keogh Plan $6.8B · 10,125
- Motion Picture Industry Individual Account Plan $5.9B · 71,071
- Memorialcare Retirement Plan $1.3B · 4,728
- Disney Retirement Savings Plan $1.1B · 37,110
Loma Linda University Faculty Medical Group Multiple Employer Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside California, the nearest Profit Sharing by assets is Fairview Health Services Pension Plan in MN ($610M); by covered participants it is Blue Bell Creameries, Inc. Employee Stock Ownership Plan in TX (3,885 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($613M here).
- Fairview Health Services Pension Plan (MN) $610M · 4,828
- Nfl Player Capital Accumulation Plan (MD) $617M · 2,701
- Sheet Metal Workers Local 17 Annuity Income Fund (MA) $617M · 2,868
- International Painters and Allied Trades Industry Annuity Plan (MD) $622M · 10,625
Similar participant headcount
Nearest other-state filings by covered participants (3,885 participants); asset peers above are excluded.
- Blue Bell Creameries, Inc. Employee Stock Ownership Plan (TX) 3,885 · 0 off
- International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan (PA) 3,905 · 20 off
- Cpc-Cdpap Pension Plan & Trust (NY) 3,911 · 26 off
- Operating Engineers Local No 37 Severance & Annuity Fund (MD) 3,928 · 43 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.