Other · DOL Form 5500 · 2023
City of Hope National Medical Center Retirement Plan
Data updated 2026-08-11
- $729M
- Total assets
- 8,760
- Participants
- 98th
- Percentile by assets
- $83,170
- Avg per participant
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.
- 98th percentile by assets (of 127,072 plans)
- #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.
- $729M
- total plan assets (2023 EOY)
- 8,760
- covered participants
- 98th
- percentile by assets (of 127,072 plans)
- $83,170
- avg assets per participant
Where City of Hope National Medical Center Tax-Deferred Annuity Plan sits 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
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
- 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.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. City of Hope National Medical Center Tax-Deferred Annuity Plan reports 8,760 participants - 14x that state average ($729M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $591M |
|---|---|
| Net Assets (End of Year) | $729M |
| Net Income | $137M |
| Employer EIN | 951683875 |
| Plan Effective Date | 1972-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (City of Hope National Medical Center)
| 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
- 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
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 (Other, $865M, 9,226 participants)
- City of Hope National Medical Center Defined Contribution Retirement Plan (Money Purchase, $450M, 7,461 participants)
- City of Hope National Medical Center Research Staff Organization Tax-Deferred Annuity Plan (Other, $218M, 628 participants)
Similar-Sized Other Plans Nationally
Other plans in other states closest to City of Hope National Medical Center Tax-Deferred Annuity Plan by total assets, not by location.
- Umms Voluntary 403(b) Plan (MD) $733M · 5,847
- Carilion Clinic 403(b) Retirement Savings Plan (VA) $722M · 12,978
- Fermi National Accelerator Laboratory Tax Sheltered Annuity Plan (IL) $722M · 1,842
- Dana-Farber Cancer Institute Tax Deferred Annuity Plan (MA) $735M · 6,758
Frequently Asked Questions
How did City of Hope National Medical Center Tax-Deferred Annuity Plan assets move in 2023? ▼
How have City of Hope National Medical Center plan assets changed over time? ▼
Where does City of Hope National Medical Center Tax-Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
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Next read for City of Hope National Medical Center Tax…
Filing takeaways
Ways to act on City of Hope National Medical Center Tax-Deferred Annuity Plan's numbers.
- By total assets, City of Hope National Medical Center Tax-Deferred Annuity Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in California. Compare plans
- City of Hope National Medical Center's sponsor-wide assets have grown 42.5% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans