401(k) · DOL Form 5500 · 2023
Community Hospital of the Monterey Peninsula 401(k) Plan
Data updated 2026-08-25
- $339M
- Total assets Above avg plan size
- 2,603
- Participants Above avg headcount
- 96th
- Percentile by assets National rank
- $130,230
- Avg per participant Near avg balance/head
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.
- #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.
- #17,115
- in Healthcare & Social Assistance (17,684 peers)
- +16.1%
- assets growth YoY
- 3.4×
- vs typical plan assets (national mean)
Community Hospital of the Monterey Peninsula Tax-Sheltered Annuity Plan's outsized position by total assets
Community Hospital of the Monterey Peninsula Tax-Sheltered Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$338,989,830 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
Community Hospital of the Monterey Peninsula Tax-Sheltered Annuity 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. Community Hospital of the Monterey Peninsula Tax-Sheltered Annuity Plan lands in the large band (2,603 participants).
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.
Plan-year Form 5500 strip
Filing strip 940760193 · Community Hospital of the Monterey Peninsula PY 2023 · 401(k)
Community Hospital of the Monterey Peninsula Tax-Sheltered Annuity Plan · $339M · 2,603 · 96th
- EOY $339M
- EOY 2,603
- EOY 96th
- EOY 401(k)
- EOY near The Middleby Corporation Profit Sharing Plan
- EOY ind #17115
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 Tax-Sheltered Annuity Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $292M |
|---|---|
| Net Assets (End of Year) | $339M |
| Net Income | $47M |
| Employer EIN | 940760193 |
| Plan Effective Date | 1999-10-01 |
| Filing Status | FILING 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
| 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.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Community Hospital of the Monterey Peninsula Tax-Sheltered Annuity Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is The Middleby Corporation Profit Sharing Plan in IL ($339M); by covered participants it is Liberty Oilfield Services 401(k) Savings Plan in CO (2,602 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($339M here).
- The Middleby Corporation Profit Sharing Plan (IL) $339M · 5,428
- Zurn Elkay 401(k) Plan (WI) $339M · 1,927
- Senior Operations LLC 401(k) Profit Sharing Investment Plan (IL) $339M · 2,164
- Meritus Health 401(k) Savings Plan (MD) $339M · 3,210
Similar participant headcount
Nearest other-state filings by covered participants (2,603 participants); asset peers above are excluded.
- Liberty Oilfield Services 401(k) Savings Plan (CO) 2,602 · 1 off
- Isc Group, LLC 401(k) Retirement Plan (LA) 2,602 · 1 off
- Specialty Dental Brands 401(k) Plan (TN) 2,604 · 1 off
- Kennedy Krieger Institute Retirement Savings Plan (MD) 2,606 · 3 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.