Other · DOL Form 5500 · 2023
Loma Linda University Faculty Medical Group Retirement Plan
Data updated 2026-08-25
- $279M
- Total assets Near avg plan size
- 3,806
- Participants Above avg headcount
- 96th
- Percentile by assets National rank
- $73,188
- Avg per participant Below avg balance/head
Official DOL plan name: Loma Linda University Faculty Medical Group Tsa Plan · Sponsored by Loma Linda University Faculty Medical Group · California · Healthcare & Social Assistance
$279M in assets, 3,806 participants
Loma Linda University Faculty Medical Group's Loma Linda University Faculty Medical Group Tsa Plan reported $279M in total assets and 3,806 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- #17,033 in Healthcare & Social Assistance (17,684 peers)
Coverage in California
Loma Linda University Faculty Medical Group Tsa Plan covers 3,806 participants in California, 6.0x the typical California plan (state average ~630 per filing). Assets: $279M.
- #17,033
- in Healthcare & Social Assistance (17,684 peers)
- +25.4%
- assets growth YoY
- 2.8×
- vs typical plan assets (national mean)
Loma Linda University Faculty Medical Group Tsa Plan's outsized position by total assets
Loma Linda University Faculty Medical Group Tsa Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$278,554,609 Top 4% higher than 96% 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 Tsa 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 Tsa Plan lands in the large band (3,806 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Loma Linda University Faculty Medical Group Tsa Plan reported net income rose from -$27M in the plan year 2022 filing to $56M in the plan year 2023 filing.
- Loma Linda University Faculty Medical Group Tsa Plan end-of-year assets rose from $222M in the plan year 2022 filing to $279M in the plan year 2023 filing.
- Loma Linda University Faculty Medical Group Tsa Plan reported participants rose from 3,649 in the plan year 2022 filing to 3,806 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 330672915 · Loma Linda University Faculty Medical Group PY 2023 · Other
Loma Linda University Faculty Medical Group Tsa Plan · $279M · 3,806 · 96th
- BOOK $279M
- VS-ST 3,806
- BOY 96th
- SCH Other
- EBSA near Swedish Health Services 403(b) Retirement Plan
- PART ind #17033
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 Tsa Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $222M |
|---|---|
| Net Assets (End of Year) | $279M |
| Net Income | $56M |
| 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 Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $11.0B · 21,674
- Sutter Health 403(b) Savings Plan $6.5B · 50,273
- Stanford Health Care Retirement Savings Plan $5.8B · 22,681
- Caltech Base Retirement Plan $4.8B · 10,682
- University of Southern California Tax-Deferred Annuity Plan $4.3B · 21,764
Loma Linda University Faculty Medical Group Tsa Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Swedish Health Services 403(b) Retirement Plan in WA ($278M); by covered participants it is Argonne National Laboratory 403(b) Employee Retirement Plan in IL (3,798 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($279M here).
- Swedish Health Services 403(b) Retirement Plan (WA) $278M · 1,068
- Colby College Retirement Plan (ME) $278M · 916
- Bill & Melinda Gates Foundation Employee Retirement Plan (WA) $278M · 1,735
- Drake University Mandatory Tax-Deferred Annuity Retirement Plan (IA) $277M · 1,224
Similar participant headcount
Nearest other-state filings by covered participants (3,806 participants); asset peers above are excluded.
- Argonne National Laboratory 403(b) Employee Retirement Plan (IL) 3,798 · 8 off
- Commonwealth Health Corporation 403(b) Plan (KY) 3,789 · 17 off
- Owensboro Health 403(b) Safe Harbor Plan (KY) 3,768 · 38 off
- South Nassau Communities Hospital Employee Defined Contribution Retirement Plan (NY) 3,883 · 77 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.