Defined Benefit (Pension) · DOL Form 5500 · 2023
Eisenhower Health Pension Plan
Data updated 2026-08-25
- $127M
- Total assets Near avg plan size
- 505
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $251,880
- Avg per participant Above avg balance/head
Official DOL plan name: Retirement Income Plan for Employees of Eisenhower Medical Center · Sponsored by Eisenhower Health · California · Healthcare & Social Assistance
$127M in assets, 505 participants
Eisenhower Health's Retirement Income Plan for Employees of Eisenhower Medical Center reported $127M in total assets and 505 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.
- #16,563 in Healthcare & Social Assistance (17,684 peers)
Where Retirement Income Plan for Employees of Eisenhower Medical Center sits by assets
Retirement Income Plan for Employees of Eisenhower Medical Center sits in the top 10% of all filed plans by assets, $127M for 505 participants (~$251,880/participant), down 7.9% in 2023.
- #16,563
- in Healthcare & Social Assistance (17,684 peers)
- -7.9%
- assets change YoY
- 1.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Retirement Income Plan for Employees of Eisenhower Medical Center's outsized position by total assets
Retirement Income Plan for Employees of Eisenhower Medical Center vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$127,199,557 Top 7% higher than 93% 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 Income Plan for Employees of Eisenhower Medical Center among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Income Plan for Employees of Eisenhower Medical Center sits mid-pack in the medium band (505 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Retirement Income Plan for Employees of Eisenhower Medical Center reported net income rose from -$77M in the plan year 2022 filing to -$11M in the plan year 2023 filing.
- Retirement Income Plan for Employees of Eisenhower Medical Center reported participants fell from 550 in the plan year 2022 filing to 505 in the plan year 2023 filing.
- Retirement Income Plan for Employees of Eisenhower Medical Center end-of-year assets fell from $138M in the plan year 2022 filing to $127M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 956130458 · Eisenhower Health PY 2023 · Defined Benefit (Pension)
Retirement Income Plan for Employees of Eisenhower Medical Center · $127M · 505 · 93rd
- ASSETS $127M
- PCT 505
- EIN 93rd
- RANK Defined Benefit (Pension)
- PHOTO near Wilson Sporting Goods Co. Retirement Pension Plan
- IND ind #16563
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 Income Plan for Employees of Eisenhower Medical Center in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $138M |
|---|---|
| Net Assets (End of Year) | $127M |
| Net Income | -$11M |
| Employer EIN | 956130458 |
| Plan Effective Date | 1971-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Eisenhower Health)
Sponsor-wide plan assets over time
All Eisenhower Health plans reported in each filing year
- Latest sponsor-wide plan assets
- $514M 9.54786026566701% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 4,537 | $469M |
| 2023 | 2 | 4,682 | $511M |
| 2024 | 2 | 4,944 | $514M |
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 Income Plan for Employees of Eisenhower Medical Center's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Wilson Sporting Goods Co. Retirement Pension Plan in IL ($127M); by covered participants it is Iacna Portable Pension Plan in MI (505 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($127M here).
- Wilson Sporting Goods Co. Retirement Pension Plan (IL) $127M · 97
- Woodside Energy USA Services Inc. Retirement Income Plan (TX) $127M · 29
- Midwest Pension Plan (IL) $127M · 1,707
- Graco Employee Retirement Plan - Blue (MN) $127M · 400
Similar participant headcount
Nearest other-state filings by covered participants (505 participants); asset peers above are excluded.
- Iacna Portable Pension Plan (MI) 505 · 0 off
- University of Virginia Physicians Group Clinicians Supplemental Retirement Plan (VA) 505 · 0 off
- National Gypsum General Pension Plan (NC) 506 · 1 off
- Mutual of Omaha Retirement Income Plan (NE) 504 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.