Other · DOL Form 5500 · 2023

San Gorgonio Memorial Hospital Retirement Plan

Data updated 2026-08-11

$33M
Total assets
597
Participants
81st
Percentile by assets
$55,381
Avg per participant
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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.

  • 81st percentile by assets (of 127,072 plans)
  • #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.

$33M
total plan assets (2023 EOY)
597
covered participants
81st
percentile by assets (of 127,072 plans)
$55,381
avg assets per participant

Where San Gorgonio Memorial Hospital Tax Sheltered Annuity Plan sits 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

This plan $0 $2,010,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

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.

See the national 2022→2023 release diff →

State
California
Industry
Healthcare & Social Assistance

San Gorgonio Memorial Hospital Tax Sheltered Annuity Plan vs the 2023 asset distribution

By assets, San Gorgonio Memorial Hospital Tax Sheltered Annuity Plan outranks 81% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$33M
Net Income$4M
Employer EIN330420041
Plan Effective Date1985-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (San Gorgonio Memorial Hospital)

$25M$30M$35M$40M 202220232024 $29.2M $36.9M ▲ +26.1%
Total plan assets by year, all San Gorgonio Memorial Hospital plans on file
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.

San Gorgonio Memorial Hospital Tax Sheltered Annuity Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants San Gorgonio Memoria…, Total assets ($B): 0.033062221 · Participants: 597San Gorgonio Memoria…Stanford Contributor…, Total assets ($B): 11.039978863 · Participants: 21674Stanford Contributor…Sutter Health 403(b)…, Total assets ($B): 6.533806707 · Participants: 50273Sutter Health 403(b)…Stanford Health Care…, Total assets ($B): 5.761504142 · Participants: 22681Stanford Health Care…Caltech Base Retirem…, Total assets ($B): 4.792181822 · Participants: 10682Caltech Base Retirem…University of Southe…, Total assets ($B): 4.277911652 · Participants: 21764University of Southe…
San Gorgonio Memorial Hospital Tax Sheltered Annuity Plan vs. nearby Other plans in California, assets vs. participants
Compare San Gorgonio Memorial Hospital Tax Shelt… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to San Gorgonio Memorial Hospital Tax Sheltered Annuity Plan by total assets, not by location.

Frequently Asked Questions

How did San Gorgonio Memorial Hospital Tax Sheltered Annuity Plan assets move in 2023? ▼
San Gorgonio Memorial Hospital Tax Sheltered Annuity Plan grew at a solid clip - up 13.1% during 2023, from $29M to $33M. Reported net income was $4M.
How have San Gorgonio Memorial Hospital plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), San Gorgonio Memorial Hospital's sponsor-wide assets grew 26.1%, from $29M to $37M.
Where does San Gorgonio Memorial Hospital Tax Sheltered Annuity Plan rank by assets among Form 5500 filers? ▼
San Gorgonio Memorial Hospital Tax Sheltered Annuity Plan ranks in the 81st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to San Gorgonio Memorial Hospital Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by assets is University of Hawaii Foundation 403(b) Plan in HI ($33M, 89 participants).

Next read for San Gorgonio Memorial Hospital Tax Shelt…

Scale reading

Ways to act on San Gorgonio Memorial Hospital Tax Sheltered Annuity Plan's numbers.

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 330420041.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.