Other · DOL Form 5500 · 2023
Childrens Hospital and Research Center at Oakland Retirement Plan
Data updated 2026-08-25
- $391M
- Total assets Above avg plan size
- 2,765
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $141,251
- Avg per participant Near avg balance/head
Official DOL plan name: 403(b) Savings Plan for Children's Hospital & Research Center Oakland · Sponsored by Childrens Hospital and Research Center at Oakland · California · Healthcare & Social Assistance
$391M in assets, 2,765 participants
Childrens Hospital and Research Center at Oakland's 403(b) Savings Plan for Children's Hospital & Research Center Oakland reported $391M in total assets and 2,765 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- #17,175 in Healthcare & Social Assistance (17,684 peers)
Coverage in California
403(b) Savings Plan for Children's Hospital & Research Center Oakland covers 2,765 participants in California, 4.4x the typical California plan (state average ~630 per filing). Assets: $391M.
- #17,175
- in Healthcare & Social Assistance (17,684 peers)
- +11.3%
- assets growth YoY
- 3.9×
- vs typical plan assets (national mean)
403(b) Savings Plan for Children's Hospital & Research Center Oakland's outsized position by total assets
403(b) Savings Plan for Children's Hospital & Research Center Oakland vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$390,558,085 Top 3% higher than 97% 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
403(b) Savings Plan for Children's Hospital & Research Center Oakland'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. 403(b) Savings Plan for Children's Hospital & Research Center Oakland lands in the large band (2,765 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 403(b) Savings Plan for Children's Hospital & Research Center Oakland reported net income rose from $35M in the plan year 2022 filing to $40M in the plan year 2023 filing.
- 403(b) Savings Plan for Children's Hospital & Research Center Oakland end-of-year assets rose from $351M in the plan year 2022 filing to $391M in the plan year 2023 filing.
- 403(b) Savings Plan for Children's Hospital & Research Center Oakland reported participants rose from 2,556 in the plan year 2022 filing to 2,765 in the plan year 2023 filing.
DOL schedule card
Filing strip 940382330 · Childrens Hospital and Research Center at Oakland PY 2023 · Other
403(b) Savings Plan for Children's Hospital & Research Center Oakland · $391M · 2,765 · 97th
- TYPE $391M
- NET 2,765
- BOOK 97th
- VS-ST Other
- BOY near Community Foundation of Northwest Indiana 403(b) Retirement Plan
- SCH ind #17175
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 →
403(b) Savings Plan for Children's Hospital & Research Center Oakland in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $351M |
|---|---|
| Net Assets (End of Year) | $391M |
| Net Income | $40M |
| Employer EIN | 940382330 |
| Plan Effective Date | 1970-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Childrens Hospital and Research Center at Oakland)
Sponsor-wide plan assets over time
All Childrens Hospital and Research Center at Oakland plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.2B 26.060625283371785% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 4,627 | $943M |
| 2023 | 4 | 4,845 | $1.1B |
| 2024 | 4 | 4,737 | $1.2B |
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
403(b) Savings Plan for Children's Hospital & Research Center Oakland's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Community Foundation of Northwest Indiana 403(b) Retirement Plan in IN ($391M); by covered participants it is Bancroft Defined Contribution Retirement Plan in NJ (2,765 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($391M here).
- Community Foundation of Northwest Indiana 403(b) Retirement Plan (IN) $391M · 7,567
- North Mississippi Health Services 403(b) Plan (MS) $390M · 7,294
- Riverside Health System 403(b) Retirement Plan (VA) $392M · 9,364
- Alpha Legacy Company Pension Plan (TN) $389M · 1,113
Similar participant headcount
Nearest other-state filings by covered participants (2,765 participants); asset peers above are excluded.
- Bancroft Defined Contribution Retirement Plan (NJ) 2,765 · 0 off
- The 403(b) Plan for the Employees of Central Maine Healthcare (ME) 2,762 · 3 off
- Loyola University Chicago Defined Contribution Retirement Plan (IL) 2,775 · 10 off
- The Retirementplus Retirement Plan for Employees of Mount Auburn (MA) 2,781 · 16 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.