Other · DOL Form 5500 · 2023

Children's Hospital and Research Center at Oakland Retirement Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
227
Participants Below avg headcount
68th
Percentile by assets National rank
$68,706
Avg per participant Below avg balance/head
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Official DOL plan name: 401(a) Retirement Plan for Children's Hospital & Research Center at Oakland · Sponsored by Children's Hospital and Research Center at Oakland · California · Healthcare & Social Assistance

$16M in assets, 227 participants

Children's Hospital and Research Center at Oakland's 401(a) Retirement Plan for Children's Hospital & Research Center at Oakland reported $16M in total assets and 227 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #12,897 in Healthcare & Social Assistance (17,684 peers)

Coverage in California

401(a) Retirement Plan for Children's Hospital & Research Center at Oakland covers 227 participants in California, about 36% of the average California filer (state average ~630 per filing). Assets: $16M.

#12,897
in Healthcare & Social Assistance (17,684 peers)
+18.8%
assets growth YoY

401(a) Retirement Plan for Children's Hospital & Research Center at Oakland's outsized position by total assets

401(a) Retirement Plan for Children's Hospital & Research Center at Oakland vs every filed plan by assets

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

$15,596,304 Top 32% higher than 68% 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

401(a) Retirement Plan for Children's Hospital & Research Center at Oakland 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. 401(a) Retirement Plan for Children's Hospital & Research Center at Oakland sits mid-pack in the medium band (227 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 401(a) Retirement Plan for Children's Hospital & Research Center at Oakland end-of-year assets rose from $13M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • 401(a) Retirement Plan for Children's Hospital & Research Center at Oakland reported participants rose from 199 in the plan year 2022 filing to 227 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 940382330 · Children's Hospital and Research Center at Oakland PY 2023 · Other

401(a) Retirement Plan for Children's Hospital & Research Center at Oakland · $16M · 227 · 68th

  • IND $16M
  • IND 227
  • IND 68th
  • IND Other
  • IND near 403(b) Thrift Plan Sponsored by Legal Services
  • IND ind #12897

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 →

401(a) Retirement Plan for Children's Hospital & Research Center at Oakland in the asset neighbourhood

401(a) Retirement Plan for Children's Hospital & Research Center at Oakland401(a) Retirement Plan for C…$16M403(b) Thrift Plan Sponsored by Legal Services403(b) Thrift Plan Sponsored…$16MOpportunity Alliance 403(b) PlanOpportunity Alliance 403(b) …$16MBrownsville Community Health Center Pension PlanBrownsville Community Health…$16MEmployee Benefit Plan of Jet Research Development, Inc.Employee Benefit Plan of Jet…$16M
End-of-year total assets ($M) among 401(a) Retirement Plan for Children's Hospital & Research Center at Oakland and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$16M
Net Income$2M
Employer EIN940382330
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

All Children's 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
$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 Other Plans in California

Peer Other plans, same state, same plan type, ranked by total assets.

401(a) Retirement Plan for Children's Hospital & Research Center at Oakland vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants 401(a) Retirement Plan for Children's Hospital & Research Center at Oakland, Total assets ($B): 0.015596304 · Participants: 227401(a) Retirement Plan for Children's Hospital & Research Center at OaklandStanford 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
401(a) Retirement Plan for Children's Hospital & Research Center at Oakland vs. nearby Other plans in California, assets vs. participants

401(a) Retirement Plan for Children's Hospital & Research Center at Oakland's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is 403(b) Thrift Plan Sponsored by Legal Services in NY ($16M); by covered participants it is Seneca Health Services, Inc 403(b) Plan in WV (227 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (227 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 401(a) Retirement Plan for Children's Hospital & Research Center at Oakland assets move in 2023?
401(a) Retirement Plan for Children's Hospital & Research Center at Oakland grew sharply - up 18.8% during 2023, from $13M to $16M. Reported net income was $2M.
How have Children's Hospital and Research Center at Oakland plan assets changed over time?
Across 3 plan years on file (2022-2024), Children's Hospital and Research Center at Oakland's sponsor-wide assets grew 26.1%, from $943M to $1.2B.
Which Other plans are similar in size to 401(a) Retirement Plan for Children's Hospital & Research Center at Oakland?
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan Sponsored by Legal Services in NY ($16M, 160 participants).
Which Other plans cover a similar participant headcount to 401(a) Retirement Plan for Children's Hospital & Research Center at Oakland?
Among Other plans in other states, the closest by covered participants is Seneca Health Services, Inc 403(b) Plan in WV (227 participants, $8M in assets).