Other · DOL Form 5500 · 2023
San Gorgonio Memorial Hospital Retirement Plan
Data updated 2026-08-25
- $33M
- Total assets Below avg plan size
- 597
- Participants Below avg headcount
- 81st
- Percentile by assets National rank
- $55,381
- Avg per participant Low balance/head
Official DOL plan name: San Gorgonio Memorial Hospital Tax Sheltered Annuity Plan · Sponsored by San Gorgonio Memorial Hospital · California · Healthcare & Social Assistance
$33M in assets, 597 participants
San Gorgonio Memorial Hospital's San Gorgonio Memorial Hospital Tax Sheltered Annuity Plan reported $33M in total assets and 597 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.
- #14,762 in Healthcare & Social Assistance (17,684 peers)
Where San Gorgonio Memorial Hospital Tax Sheltered Annuity Plan sits by assets
San Gorgonio Memorial Hospital Tax Sheltered Annuity Plan sits in the top quartile of all filed plans by assets, $33M for 597 participants (~$55,381/participant), up 13.1% in 2023.
- #14,762
- in Healthcare & Social Assistance (17,684 peers)
- +13.1%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
San Gorgonio Memorial Hospital Tax Sheltered Annuity Plan's outsized position by total assets
San Gorgonio Memorial Hospital Tax Sheltered Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$33,062,221 Top 19% higher than 81% 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
San Gorgonio Memorial Hospital Tax Sheltered Annuity Plan 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. San Gorgonio Memorial Hospital Tax Sheltered Annuity Plan sits mid-pack in the medium band (597 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- San Gorgonio Memorial Hospital Tax Sheltered Annuity Plan reported net income rose from -$2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- San Gorgonio Memorial Hospital Tax Sheltered Annuity Plan end-of-year assets rose from $29M in the plan year 2022 filing to $33M in the plan year 2023 filing.
- San Gorgonio Memorial Hospital Tax Sheltered Annuity Plan reported participants fell from 624 in the plan year 2022 filing to 597 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 330420041 · San Gorgonio Memorial Hospital PY 2023 · Other
San Gorgonio Memorial Hospital Tax Sheltered Annuity Plan · $33M · 597 · 81st
- EBSA $33M
- PART 597
- TYPE 81st
- NET Other
- BOOK near University of Hawaii Foundation 403(b) Plan
- VS-ST ind #14762
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 →
San Gorgonio Memorial Hospital Tax Sheltered Annuity Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $29M |
|---|---|
| Net Assets (End of Year) | $33M |
| Net Income | $4M |
| Employer EIN | 330420041 |
| Plan Effective Date | 1985-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (San Gorgonio Memorial Hospital)
Sponsor-wide plan assets over time
All San Gorgonio Memorial Hospital plans reported in each filing year
- Latest sponsor-wide plan assets
- $37M 26.12780801503833% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 624 | $29M |
| 2023 | 1 | 597 | $33M |
| 2024 | 1 | 556 | $37M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $11.0B · 21,674
- Sutter Health 403(b) Savings Plan $6.5B · 50,273
- Stanford Health Care Retirement Savings Plan $5.8B · 22,681
- Caltech Base Retirement Plan $4.8B · 10,682
- University of Southern California Tax-Deferred Annuity Plan $4.3B · 21,764
San Gorgonio Memorial Hospital Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is University of Hawaii Foundation 403(b) Plan in HI ($33M); by covered participants it is Jordan Valley Community Health Center Retirement Plan in MO (597 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($33M here).
Similar participant headcount
Nearest other-state filings by covered participants (597 participants); asset peers above are excluded.
- Jordan Valley Community Health Center Retirement Plan (MO) 597 · 0 off
- 403(b) Thrift Plan for Graham-Windham Services to Families and Children (NY) 597 · 0 off
- Grove City College Savings and Retirement Plan (PA) 598 · 1 off
- 403(b) Thrift Plan for Employees of Planned Parenthood North Central States (MN) 596 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.