Other · DOL Form 5500 · 2023
City of Hope National Medical Center Retirement Plan
Data updated 2026-08-25
- $191M
- Total assets Near avg plan size
- 600
- Participants Below avg headcount
- 95th
- Percentile by assets National rank
- $318,126
- Avg per participant High balance/head
Official DOL plan name: City of Hope National Medical Center Research Staff Organization Tax-Deferred Annuity Plan · Sponsored by City of Hope National Medical Center · California · Healthcare & Social Assistance
$191M in assets, 600 participants
City of Hope National Medical Center's City of Hope National Medical Center Research Staff Organization Tax-Deferred Annuity Plan reported $191M in total assets and 600 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- #16,832 in Healthcare & Social Assistance (17,684 peers)
Where City of Hope National Medical Center Research Staff Organization Tax-Deferred Annuity Plan sits by assets
City of Hope National Medical Center Research Staff Organization Tax-Deferred Annuity Plan sits in the top 5% of all filed plans by assets, $191M for 600 participants (~$318,126/participant), up 17.4% in 2023.
- #16,832
- in Healthcare & Social Assistance (17,684 peers)
- +17.4%
- assets growth YoY
- 1.9×
- vs typical plan assets (national mean)
City of Hope National Medical Center Research Staff Organization Tax-Deferred Annuity Plan's outsized position by total assets
City of Hope National Medical Center Research Staff Organization Tax-Deferred Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$190,875,328 Top 5% higher than 95% 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
City of Hope National Medical Center Research Staff Organization Tax-Deferred 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. City of Hope National Medical Center Research Staff Organization Tax-Deferred Annuity Plan sits mid-pack in the medium band (600 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- City of Hope National Medical Center Research Staff Organization Tax-Deferred Annuity Plan reported net income rose from -$22M in the plan year 2022 filing to $28M in the plan year 2023 filing.
- City of Hope National Medical Center Research Staff Organization Tax-Deferred Annuity Plan end-of-year assets rose from $163M in the plan year 2022 filing to $191M in the plan year 2023 filing.
- City of Hope National Medical Center Research Staff Organization Tax-Deferred Annuity Plan reported participants rose from 592 in the plan year 2022 filing to 600 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 951683875 · City of Hope National Medical Center PY 2023 · Other
City of Hope National Medical Center Research Staff Organization Tax-Deferred Annuity Plan · $191M · 600 · 95th
- NET $191M
- BOOK 600
- VS-ST 95th
- BOY Other
- SCH near Archbold Medical Center, Inc. 403(b) Employees Thrift Plan
- EBSA ind #16832
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 →
City of Hope National Medical Center Research Staff Organization Tax-Deferred Annuity Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $163M |
|---|---|
| Net Assets (End of Year) | $191M |
| Net Income | $28M |
| Employer EIN | 951683875 |
| Plan Effective Date | 1983-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (City of Hope National Medical Center)
Sponsor-wide plan assets over time
All City of Hope National Medical Center plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.5B 42.46430126736074% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 15,018 | $1.1B |
| 2023 | 3 | 16,141 | $1.3B |
| 2024 | 3 | 17,315 | $1.5B |
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
City of Hope National Medical Center Research Staff Organization Tax-Deferred Annuity Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Archbold Medical Center, Inc. 403(b) Employees Thrift Plan in GA ($191M); by covered participants it is Curry College Defined Contribution Retirement Plan in MA (600 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($191M here).
- Archbold Medical Center, Inc. 403(b) Employees Thrift Plan (GA) $191M · 2,719
- Brigham Young University Tax-Deferred Annuity Plan (UT) $191M · 7,029
- Davidson College Retirement Plan (NC) $191M · 457
- Sturdy Memorial 403(b) Plan (MA) $191M · 2,087
Similar participant headcount
Nearest other-state filings by covered participants (600 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.