Defined Benefit (Pension) · DOL Form 5500 · 2023
Board of Trustees Retirement Plan for Hospital Employees Pension Plan
Data updated 2026-08-25
- $1.3B
- Total assets Very large vs avg
- 2,734
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $464,302
- Avg per participant High balance/head
Official DOL plan name: Retirement Plan for Hospital Employees · Sponsored by Board of Trustees Retirement Plan for Hospital Employees · California · Healthcare & Social Assistance
$1.3B in assets, 2,734 participants
Board of Trustees Retirement Plan for Hospital Employees's Retirement Plan for Hospital Employees reported $1.3B in total assets and 2,734 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.
- #17,523 in Healthcare & Social Assistance (17,684 peers)
Coverage in California
Retirement Plan for Hospital Employees covers 2,734 participants in California, 4.3x the typical California plan (state average ~630 per filing). Assets: $1.3B.
- #17,523
- in Healthcare & Social Assistance (17,684 peers)
- +4.5%
- assets growth YoY
- 13×
- vs typical plan assets (national mean)
Retirement Plan for Hospital Employees's outsized position by total assets
Retirement Plan for Hospital Employees vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,269,400,948 Top 1% higher than 99% 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
Retirement Plan for Hospital Employees'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. Retirement Plan for Hospital Employees lands in the large band (2,734 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Retirement Plan for Hospital Employees reported net income rose from -$305M in the plan year 2022 filing to $57M in the plan year 2023 filing.
- Retirement Plan for Hospital Employees reported participants fell from 2,954 in the plan year 2022 filing to 2,734 in the plan year 2023 filing.
- Retirement Plan for Hospital Employees end-of-year assets rose from $1.2B in the plan year 2022 filing to $1.3B in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 942995676 · Board of Trustees Retirement Plan for Hospital Employees PY 2023 · Defined Benefit (Pension)
Retirement Plan for Hospital Employees · $1.3B · 2,734 · 99th
- EIN $1.3B
- RANK 2,734
- PHOTO 99th
- IND Defined Benefit (Pension)
- EOY near Central Laborers' Pension Fund
- 5500 ind #17523
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 →
Retirement Plan for Hospital Employees in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $1.2B |
|---|---|
| Net Assets (End of Year) | $1.3B |
| Net Income | $57M |
| Employer EIN | 942995676 |
| Plan Effective Date | 1966-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Retirement Plan for Hospital Employees)
Sponsor-wide plan assets over time
All Board of Trustees Retirement Plan for Hospital Employees plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.2B 1.0350915340678966% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,954 | $1.2B |
| 2023 | 1 | 2,734 | $1.3B |
| 2024 | 1 | 2,045 | $1.2B |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Kaiser Permanente Retirement Plan $33.5B · 127,356
- Pacific Gas and Electric Company Retirement Plan $21.4B · 22,914
- Pacific Gas and Electric Company Retirement Plan $18.0B · 25,647
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $10.8B · 19,545
- Disney Salaried Pension Plan D $10.1B · 10,813
Retirement Plan for Hospital Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Central Laborers' Pension Fund in IL ($1.3B); by covered participants it is Discover Financial Services Pension Plan in IL (2,739 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.3B here).
- Central Laborers' Pension Fund (IL) $1.3B · 5,018
- Itw Retirement Accumulation Plan (IL) $1.3B · 3,256
- Sprint Retirement Pension Plan (KS) $1.3B · 3,592
- Constellation Employee Pension Plan (PA) $1.3B · 3,748
Similar participant headcount
Nearest other-state filings by covered participants (2,734 participants); asset peers above are excluded.
- Discover Financial Services Pension Plan (IL) 2,739 · 5 off
- Hsbc - North America (U.S.) Pension Plan (IL) 2,727 · 7 off
- Carmax, Inc. Pension Plan (VA) 2,741 · 7 off
- Mclaren Employees' Pension Plan (MI) 2,743 · 9 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.