Defined Benefit (Pension) · DOL Form 5500 · 2023

South Coast Medical Center Pension Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets: N/A
Participants Small participant base: 44th
Percentile by assets National rank

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Official DOL plan name: Retirement Plan for Employees of South Coast Medical Center · Sponsored by South Coast Medical Center · California · Healthcare & Social Assistance

$5M in assets, N/A participants

South Coast Medical Center's Retirement Plan for Employees of South Coast Medical Center reported $5M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

#8,418 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

Retirement Plan for Employees of South Coast Medical Center holds $5M for N/A participants, in the lower half of filed plans by assets.

#8,418
in Healthcare & Social Assistance (17,684 peers): -3.2%
assets change YoY

The plan reported a net loss of $162K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Retirement Plan for Employees of South Coast Medical Center's mid-pack asset rank among Healthcare & Social Assistance and all filers

Retirement Plan for Employees of South Coast Medical Center vs every filed plan by assets

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

$4,864,858 44th percentile higher than 44% 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

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Retirement Plan for Employees of South Coast Medical Center reported net income rose from -$308K in the plan year 2022 filing to -$162K in the plan year 2023 filing.
Retirement Plan for Employees of South Coast Medical Center end-of-year assets fell from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 952037291 · South Coast Medical Center PY 2023 · Defined Benefit (Pension)

Retirement Plan for Employees of South Coast Medical Center · $5M · N/A · 44th

EOY $5M
5500 N/A
ASSETS 44th
PCT Defined Benefit (Pension)
EIN near Roofers Local 248 Pension Plan
RANK ind #8418

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 →

End-of-year total assets ($M) among Retirement Plan for Employees of South Coast Medical Center and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)	$5M
Net Assets (End of Year)	$5M
Net Income	-$162K
Employer EIN	952037291
Plan Effective Date	1967-10-01
Filing Status	FILING RECEIVED

Sponsor Plan History (South Coast Medical Center)

Latest sponsor-wide plan assets: $6M 9.680803535019393% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	N/A	$5M
2023	1	N/A	$5M
2024	1	N/A	$6M

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Retirement Plan for Employees of South Coast Medical Center vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants

Kaiser Permanente Retirement Plan $33.5B · 127,356
Pacific Gas and Electric Company Retirement Plan $21.4B · 22,914
Pacific Gas and Electric Company Retirement Plan $18.0B · 25,647
Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $10.8B · 19,545
Disney Salaried Pension Plan D $10.1B · 10,813

Compare Retirement Plan for Employees of South Coast Medical Center side-by-side with 3 peers →

Retirement Plan for Employees of South Coast Medical Center's closest out-of-state Defined Benefit (Pension) peers by assets

Outside California, the nearest Defined Benefit (Pension) by end-of-year assets is Roofers Local 248 Pension Plan in MA at $5M (this filing: $5M).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Roofers Local 248 Pension Plan (MA) $5M · 34
Pension Plan for Hourly Employees of Cloverdale Employing Unit (NC) $5M · 43
Gerresheimer Glass Salaried Retirement Plan (NJ) $5M · 15
Iue-Cwa Fund Employees' Pension Plan (PA) $5M · N/A

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 Retirement Plan for Employees of South Coast Medical Center assets move in 2023? ▼

Retirement Plan for Employees of South Coast Medical Center edged down modestly - down 3.2% during 2023, from $5M to $5M. Reported net income was -$162K.

How have South Coast Medical Center plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), South Coast Medical Center's sponsor-wide assets grew 9.7%, from $5M to $6M.

Which Defined Benefit (Pension) plans are similar in size to Retirement Plan for Employees of South Coast Medical Center? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Roofers Local 248 Pension Plan in MA ($5M, 34 participants).

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 952037291.