Other · DOL Form 5500 · 2023

City of Hope National Medical Center Retirement Plan

Data updated 2026-08-25

$729M
Total assets Above avg plan size
8,760
Participants Very large workforce
98th
Percentile by assets National rank
$83,170
Avg per participant Below avg balance/head
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Official DOL plan name: City of Hope National Medical Center Tax-Deferred Annuity Plan · Sponsored by City of Hope National Medical Center · California · Healthcare & Social Assistance

$729M in assets, 8,760 participants

City of Hope National Medical Center's City of Hope National Medical Center Tax-Deferred Annuity Plan reported $729M in total assets and 8,760 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.

  • #17,389 in Healthcare & Social Assistance (17,684 peers)

Coverage in California

City of Hope National Medical Center Tax-Deferred Annuity Plan covers 8,760 participants in California, 14x the typical California plan (state average ~630 per filing). Assets: $729M.

#17,389
in Healthcare & Social Assistance (17,684 peers)
+23.2%
assets growth YoY
7.3×
vs typical plan assets (national mean)

City of Hope National Medical Center Tax-Deferred Annuity Plan's outsized position by total assets

City of Hope National Medical Center Tax-Deferred Annuity Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$728,568,726 Top 2% higher than 98% of 127,068 filed plans

This plan $0 $2,050,000,000 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

City of Hope National Medical Center Tax-Deferred Annuity Plan's large-plan peer group by participant 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 Tax-Deferred Annuity Plan lands in the large band (8,760 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • City of Hope National Medical Center Tax-Deferred Annuity Plan reported net income rose from -$66M in the plan year 2022 filing to $137M in the plan year 2023 filing.
  • City of Hope National Medical Center Tax-Deferred Annuity Plan end-of-year assets rose from $591M in the plan year 2022 filing to $729M in the plan year 2023 filing.
  • City of Hope National Medical Center Tax-Deferred Annuity Plan reported participants rose from 7,898 in the plan year 2022 filing to 8,760 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 951683875 · City of Hope National Medical Center PY 2023 · Other

City of Hope National Medical Center Tax-Deferred Annuity Plan · $729M · 8,760 · 98th

  • PCT $729M
  • EIN 8,760
  • RANK 98th
  • PHOTO Other
  • IND near Umms Voluntary 403(b) Plan
  • EOY ind #17389

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 Tax-Deferred Annuity Plan in the asset neighbourhood

Dana-Farber Cancer Institute Tax Deferred Annuity PlanDana-Farber Cancer Institute…$735MUmms Voluntary 403(b) Plan$733MCity of Hope National Medical Center Tax-Deferred Annuity PlanCity of Hope National Medica…$729MCarilion Clinic 403(b) Retirement Savings PlanCarilion Clinic 403(b) Retir…$722MFermi National Accelerator Laboratory Tax Sheltered Annuity PlanFermi National Accelerator L…$722M
End-of-year total assets ($M) among City of Hope National Medical Center Tax-Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$591M
Net Assets (End of Year)$729M
Net Income$137M
Employer EIN951683875
Plan Effective Date1972-09-01
Filing StatusFILING 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
$1B$1.2B$1.4B$1.6B 202220232024 $1.08B $1.53B ▲ +41.7%
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.

City of Hope National Medical Center Tax-Deferred Annuity Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. 0100002000030000400005000060000 051015 Total assets ($B) Participants City of Hope National Medical Center Tax-Deferred Annuity Plan, Total assets ($B): 0.728568726 · Participants: 8760City of Hope National Medical Center Tax-Deferred Annuity PlanStanford Contributory Retirement Plan, Total assets ($B): 11.039978863 · Participants: 21674Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 6.533806707 · Participants: 50273Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 5.761504142 · Participants: 22681Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.792181822 · Participants: 10682Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.277911652 · Participants: 21764University of Southern California Tax-Deferred Annuity Plan
City of Hope National Medical Center Tax-Deferred Annuity Plan vs. nearby Other plans in California, assets vs. participants
Compare City of Hope National Medical Center Tax-Deferred Annuity Plan side-by-side with 3 peers →

Scale composition for City of Hope National Medical Center Tax-Deferred Annuity Plan

City of Hope National Medical Center Tax-Deferred Annuity Plan reports $729M in end-of-year assets across 8,760 participants (0.006% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 covered participants) - about $83,170 per participant (60% of the national average assets-per-participant) . Net income for plan year 2023 was $137M.

This plan identity (EIN 951683875, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $591M to $865M (+46.3%) while covered participants moved from 7,898 to 9,226 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 7,898 $591M Open filing
2023 8,760 $729M This page
2024 · index core 9,226 $865M Open filing

The same sponsor also keeps 3 other index-core plans on PlainRetire:

City of Hope National Medical Center Tax-Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Umms Voluntary 403(b) Plan in MD ($733M); by covered participants it is Florida Health Sciences Center 403(b) Savings Plan in FL (8,854 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8,760 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.

Frequently Asked Questions

How did City of Hope National Medical Center Tax-Deferred Annuity Plan assets move in 2023? ▼
City of Hope National Medical Center Tax-Deferred Annuity Plan grew sharply - up 23.2% during 2023, from $591M to $729M. Reported net income was $137M.
How have City of Hope National Medical Center plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), City of Hope National Medical Center's sponsor-wide assets grew 42.5%, from $1.1B to $1.5B.
Where does City of Hope National Medical Center Tax-Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
City of Hope National Medical Center Tax-Deferred Annuity Plan ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to City of Hope National Medical Center Tax-Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Umms Voluntary 403(b) Plan in MD ($733M, 5,847 participants).
Which Other plans cover a similar participant headcount to City of Hope National Medical Center Tax-Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Florida Health Sciences Center 403(b) Savings Plan in FL (8,854 participants, $618M in assets).

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 951683875.

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.