Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees Retirement Plan for Hospital Employees Pension Plan

Data updated 2026-08-11

$1.3B
Total assets: 2,734
Participants: 99th
Percentile by assets: $464,302
Avg per participant

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.

99th percentile by assets (of 127,072 plans)
#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.

$1.3B
total plan assets (2023 EOY): 2,734
covered participants: 99th
percentile by assets (of 127,072 plans): $464,302
avg assets per participant

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.

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. Retirement Plan for Hospital Employees reports 2,734 participants - 4.3x that state average ($1.3B EOY assets).

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)

Total plan assets by year, all Board of Trustees Retirement Plan for Hospital Employees plans on file

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.

Retirement Plan for Hospital Employees vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants

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

Compare Retirement Plan for Hospital Employees side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Retirement Plan for Hospital Employees by total assets, not by location.

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

Frequently Asked Questions

How did Retirement Plan for Hospital Employees assets move in 2023? ▼

Retirement Plan for Hospital Employees edged up modestly - up 4.5% during 2023, from $1.2B to $1.3B. Reported net income was $57M.

How have Board of Trustees Retirement Plan for Hospital Employees plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Board of Trustees Retirement Plan for Hospital Employees's sponsor-wide assets declined 1.0%, from $1.2B to $1.2B.

Where does Retirement Plan for Hospital Employees rank by assets among Form 5500 filers? ▼

Retirement Plan for Hospital Employees ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).

Which Defined Benefit (Pension) plans are similar in size to Retirement Plan for Hospital Employees? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Central Laborers' Pension Fund in IL ($1.3B, 5,018 participants).

Next read for Retirement Plan for Hospital Employees

Filing takeaways

Ways to act on Retirement Plan for Hospital Employees's numbers.

By total assets, Retirement Plan for Hospital Employees ranks among the largest 1% of all filed plans. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in California. Compare plans
Board of Trustees Retirement Plan for Hospital Employees's sponsor-wide assets have declined 1.0% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans

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 942995676.