Defined Benefit (Pension)
2023 plan-year Defined Benefit (Pension) DOL Form 5500

Enloe Medical Center Pension Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Enloe Medical Center · California · Healthcare & Social Assistance

What the 2023 filing shows

Enloe Medical Center Pension Plan holds $16M for 166 participants — about $94,716 per participant, down 0.3% over the 2023 plan year.

$16M
total plan assets (2023 EOY)
166
covered participants
$94,716
avg assets per participant
-0.3%
assets change YoY

The plan reported a net loss of $42K for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$16M
Participants
166
State
Industry
Healthcare & Social Assistance

What the Filing Says About Enloe Medical Center Pension Plan

Enloe Medical Center Pension Plan is a Defined Benefit (Pension) retirement plan sponsored by Enloe Medical Center, headquartered in California. As of the 2023 Form 5500 filing, the plan reports $16M in total end-of-year assets and covers 166 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 941603784, and the plan has been effective since 1969-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $16M at the beginning of 2023 to $16M at year-end — a decline of 0.3%. Net assets (after liabilities) closed the year at $16M, with reported net income of $-41,537 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$16M
Total Assets (End of Year)$16M
Net Assets (End of Year)$16M
Net Income$-41,537
Plan TypeDefined Benefit (Pension)
Employer EIN941603784
Plan Effective Date1969-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Enloe Medical Center)

Year Plans Participants Total Assets
2022 3 6,871 $505M
2023 3 7,056 $592M
2024 2 7,185 $647M

Nearby Defined Benefit (Pension) Plans in California

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

Frequently Asked Questions

How much money is in the Enloe Medical Center Pension Plan?
As of the 2023 Form 5500 filing, Enloe Medical Center Pension Plan holds $16M in total assets with 166 participants. It is sponsored by Enloe Medical Center.
What type of plan is Enloe Medical Center Pension Plan?
Enloe Medical Center Pension Plan is a Defined Benefit (Pension) plan. It has been effective since 1969-01-01. The plan is filed with the U.S. Department of Labor under EIN 941603784.
Who sponsors the Enloe Medical Center Pension Plan?
Enloe Medical Center Pension Plan is sponsored by Enloe Medical Center, located in California. The sponsor's EIN is 941603784 and the plan operates in the Healthcare & Social Assistance industry.
How did Enloe Medical Center Pension Plan perform in 2023?
Enloe Medical Center Pension Plan declined by 0.3% during 2023, moving from $16M to $16M in total assets. Net income was $-41,537.
Where can I find official filings for Enloe Medical Center Pension Plan?
Official Form 5500 filings for Enloe Medical Center Pension Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 941603784 or plan name at efast.dol.gov.
How does Enloe Medical Center Pension Plan compare to other plans?
You can compare Enloe Medical Center Pension Plan against other Defined Benefit (Pension) plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 941603784.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.