Defined Benefit (Pension) · DOL Form 5500 · 2023

Children's Hospital & Research Center at Oakland Pension Plan

Data updated 2026-08-25

$118M
Total assets Near avg plan size
175
Participants Small participant base
92nd
Percentile by assets National rank
$675,629
Avg per participant High balance/head
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Official DOL plan name: Retirement Plan for Children's Hospital & Research Center at Oakland Unrepresented Employees · Sponsored by Children's Hospital & Research Center at Oakland · California · Healthcare & Social Assistance

$118M in assets, 175 participants

Children's Hospital & Research Center at Oakland's Retirement Plan for Children's Hospital & Research Center at Oakland Unrepresented Employees reported $118M in total assets and 175 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #16,497 in Healthcare & Social Assistance (17,684 peers)

Coverage in California

Retirement Plan for Children's Hospital & Research Center at Oakland Unrepresented Employees covers 175 participants in California, about 28% of the average California filer (state average ~630 per filing). Assets: $118M.

#16,497
in Healthcare & Social Assistance (17,684 peers)
-3.0%
assets change YoY
1.2×
vs typical plan assets (national mean)

Retirement Plan for Children's Hospital & Research Center at Oakland Unrepresented Employees's outsized position by total assets

Retirement Plan for Children's Hospital & Research Center at Oakland Unrepresented Employees vs every filed plan by assets

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

$118,235,024 Top 8% higher than 92% 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

Retirement Plan for Children's Hospital & Research Center at Oakland Unrepresented Employees 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. Retirement Plan for Children's Hospital & Research Center at Oakland Unrepresented Employees sits mid-pack in the medium band (175 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Retirement Plan for Children's Hospital & Research Center at Oakland Unrepresented Employees reported net income fell from $14M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Retirement Plan for Children's Hospital & Research Center at Oakland Unrepresented Employees reported participants fell from 195 in the plan year 2022 filing to 175 in the plan year 2023 filing.
  • Retirement Plan for Children's Hospital & Research Center at Oakland Unrepresented Employees end-of-year assets fell from $122M in the plan year 2022 filing to $118M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 940382330 · Children's Hospital & Research Center at Oakland PY 2023 · Defined Benefit (Pension)

Retirement Plan for Children's Hospital & Research Center at Oakland Unrepresented Employees · $118M · 175 · 92nd

  • PART $118M
  • PART 175
  • PART 92nd
  • PART Defined Benefit (Pension)
  • PART near Retirement Plan for the Employees of Bessemer Trust Company
  • PART ind #16497

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 →

Retirement Plan for Children's Hospital & Research Center at Oakland Unrepresented Employees in the asset neighbourhood

Convergys Corporation Pension PlanConvergys Corporation Pensio…$118MStolt-Nielsen US Pension Plan$118MThe Museum of Modern Art Pension PlanThe Museum of Modern Art Pen…$118MRetirement Plan for Children's Hospital & Research Center at Oakland Unrepresented EmployeesRetirement Plan for Children…$118MRetirement Plan for the Employees of Bessemer Trust CompanyRetirement Plan for the Empl…$118M
End-of-year total assets ($M) among Retirement Plan for Children's Hospital & Research Center at Oakland Unrepresented Employees and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$122M
Net Assets (End of Year)$118M
Net Income$11M
Employer EIN940382330
Plan Effective Date2018-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Children's Hospital & Research Center at Oakland)

Sponsor-wide plan assets over time

All Children's Hospital & Research Center at Oakland plans reported in each filing year

Latest sponsor-wide plan assets
$1.2B 26.060625283371785% vs 2022
2024 filing year
$0.9B$1B$1.1B$1.2B$1.3B 202220232024 $0.94B $1.19B ▲ +26.6%
Year Plans Participants Total Assets
2022 4 4,627 $943M
2023 4 4,845 $1.1B
2024 4 4,737 $1.2B

Nearby Defined Benefit (Pension) Plans in California

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

Retirement Plan for Children's Hospital & Research Center at Oakland Unrepresented Employees vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Retirement Plan for Children's Hospital & Research Center at Oakland Unrepresented Employees, Total assets ($B): 0.118235024 · Participants: 175Retirement Plan for Children's Hospital & Research Center at Oakland Unrepresented EmployeesKaiser Permanente Retirement Plan, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Electric Company Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pension Plan D
Retirement Plan for Children's Hospital & Research Center at Oakland Unrepresented Employees vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Retirement Plan for Children's Hospital & Research Center at Oakland Unrepresented Employees side-by-side with 3 peers →

Retirement Plan for Children's Hospital & Research Center at Oakland Unrepresented Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Retirement Plan for the Employees of Bessemer Trust Company in NJ ($118M); by covered participants it is Texas Gas Retirement Plan in KY (175 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($118M here).

Similar participant headcount

Nearest other-state filings by covered participants (175 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 Retirement Plan for Children's Hospital & Research Center at Oakland Unrepresented Employees assets move in 2023? ▼
Retirement Plan for Children's Hospital & Research Center at Oakland Unrepresented Employees edged down modestly - down 3.0% during 2023, from $122M to $118M. Reported net income was $11M.
How have Children's Hospital & Research Center at Oakland plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Children's Hospital & Research Center at Oakland's sponsor-wide assets grew 26.1%, from $943M to $1.2B.
Where does Retirement Plan for Children's Hospital & Research Center at Oakland Unrepresented Employees rank by assets among Form 5500 filers? ▼
Retirement Plan for Children's Hospital & Research Center at Oakland Unrepresented Employees ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Retirement Plan for Children's Hospital & Research Center at Oakland Unrepresented Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan for the Employees of Bessemer Trust Company in NJ ($118M, 204 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan for Children's Hospital & Research Center at Oakland Unrepresented Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Texas Gas Retirement Plan in KY (175 participants, $86M 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 940382330.

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.