401(k) · DOL Form 5500 · 2023

Community Hospital of the Monterey Peninsula 401(k) Plan

Data updated 2026-08-11

$339M
Total assets
2,603
Participants
96th
Percentile by assets
$130,230
Avg per participant
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Official DOL plan name: Community Hospital of the Monterey Peninsula Tax-Sheltered Annuity Plan · Sponsored by Community Hospital of the Monterey Peninsula · California · Healthcare & Social Assistance

$339M in assets, 2,603 participants

Community Hospital of the Monterey Peninsula's Community Hospital of the Monterey Peninsula Tax-Sheltered Annuity Plan reported $339M in total assets and 2,603 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.

  • 96th percentile by assets (of 127,072 plans)
  • #17,115 in Healthcare & Social Assistance (17,684 peers)

Coverage in California

Community Hospital of the Monterey Peninsula Tax-Sheltered Annuity Plan covers 2,603 participants in California, 4.1x the typical California plan (state average ~630 per filing). Assets: $339M.

$339M
total plan assets (2023 EOY)
2,603
covered participants
96th
percentile by assets (of 127,072 plans)
$130,230
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Community Hospital of the Monterey Peninsula Tax-Sheltered Annuity Plan reported net income rose from -$49M in the plan year 2022 filing to $47M in the plan year 2023 filing.
  • Community Hospital of the Monterey Peninsula Tax-Sheltered Annuity Plan end-of-year assets rose from $292M in the plan year 2022 filing to $339M in the plan year 2023 filing.
  • Community Hospital of the Monterey Peninsula Tax-Sheltered Annuity Plan reported participants rose from 2,531 in the plan year 2022 filing to 2,603 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
California
Industry
Healthcare & Social Assistance

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Community Hospital of the Monterey Peninsula Tax-Sheltered Annuity Plan reports 2,603 participants - 4.1x that state average ($339M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$292M
Net Assets (End of Year)$339M
Net Income$47M
Employer EIN940760193
Plan Effective Date1999-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Community Hospital of the Monterey Peninsula)

$0.9B$1B$1.1B$1.2B$1.3B 202220232024 $0.98B $1.23B ▲ +25.5%
Total plan assets by year, all Community Hospital of the Monterey Peninsula plans on file
Year Plans Participants Total Assets
2022 3 4,761 $980M
2023 3 4,891 $1.1B
2024 3 5,327 $1.2B

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Community Hospital of the Monterey Peninsula Tax-Sheltered Annuity Plan vs. nearby 401(k) plans in California, assets vs. participants

Community Hospital of the Monterey Peninsula Tax-Sheltered Annuity Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Community Hospital o…Wells Fargo & Compan…Google LLC 401(k) Sa…Oracle Corporation 4…Intel 401(k) Savings…Apple 401(k) Plan
Community Hospital of the Monterey Peninsula Tax-Sheltered Annuity Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Community Hospital of the Monterey Penin… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Community Hospital of the Monterey Peninsula Tax-Sheltered Annuity Plan by total assets, not by location.

Frequently Asked Questions

How did Community Hospital of the Monterey Peninsula Tax-Sheltered Annuity Plan assets move in 2023? ▼
Community Hospital of the Monterey Peninsula Tax-Sheltered Annuity Plan grew sharply - up 16.1% during 2023, from $292M to $339M. Reported net income was $47M.
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 Tax-Sheltered Annuity Plan rank by assets among Form 5500 filers? ▼
Community Hospital of the Monterey Peninsula Tax-Sheltered Annuity Plan ranks in the 96th 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 401(k) plans are similar in size to Community Hospital of the Monterey Peninsula Tax-Sheltered Annuity Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Middleby Corporation Profit Sharing Plan in IL ($339M, 5,428 participants).

Next read for Community Hospital of the Monterey Penin…

Filing takeaways

Ways to act on Community Hospital of the Monterey Peninsula Tax-Sheltered Annuity Plan's numbers.

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 940760193.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.