Defined Benefit (Pension) · DOL Form 5500 · 2023
Huntington Medical Research Institutes Pension Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 7
- Participants Small participant base
- 61st
- Percentile by assets National rank
- $1.6M
- Avg per participant High balance/head
Official DOL plan name: Retirement Plan for Employees of Huntington Medical Research Institutes · Sponsored by Huntington Medical Research Institutes · California · Professional & Technical Services
$11M in assets, 7 participants
Huntington Medical Research Institutes's Retirement Plan for Employees of Huntington Medical Research Institutes reported $11M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.
- #12,125 in Professional & Technical Services (20,321 peers)
What the 2023 filing shows
Retirement Plan for Employees of Huntington Medical Research Institutes holds $11M for 7 participants - about $1.6M per participant, above the median plan by assets.
- #12,125
- in Professional & Technical Services (20,321 peers)
- +4.5%
- assets growth YoY
Retirement Plan for Employees of Huntington Medical Research Institutes's mid-pack asset rank among Professional & Technical Services and all filers
Retirement Plan for Employees of Huntington Medical Research Institutes vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$11,101,195 Top 39% higher than 61% 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
Retirement Plan for Employees of Huntington Medical Research Institutes among micro 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 Employees of Huntington Medical Research Institutes is a micro filing (7 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Retirement Plan for Employees of Huntington Medical Research Institutes reported net income rose from -$219K in the plan year 2022 filing to $479K in the plan year 2023 filing.
- Retirement Plan for Employees of Huntington Medical Research Institutes reported participants fell from 8 in the plan year 2022 filing to 7 in the plan year 2023 filing.
- Retirement Plan for Employees of Huntington Medical Research Institutes end-of-year assets rose from $11M in the plan year 2022 filing to $11M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 951757119 · Huntington Medical Research Institutes PY 2023 · Defined Benefit (Pension)
Retirement Plan for Employees of Huntington Medical Research Institutes · $11M · 7 · 61st
- EOY $11M
- EOY 7
- EOY 61st
- EOY Defined Benefit (Pension)
- EOY near Sbera Pension Plan as Adopted by Walpole Co-Operative Bank
- EOY ind #12125
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 Professional & Technical Services retirement plans → · Plans in California →
Retirement Plan for Employees of Huntington Medical Research Institutes in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $479K |
| Employer EIN | 951757119 |
| Plan Effective Date | 1964-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Huntington Medical Research Institutes)
Sponsor-wide plan assets over time
All Huntington Medical Research Institutes plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 9.584726603110532% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 65 | $12M |
| 2023 | 2 | 64 | $14M |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- 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
Retirement Plan for Employees of Huntington Medical Research Institutes's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Sbera Pension Plan as Adopted by Walpole Co-Operative Bank in MA ($11M); by covered participants it is David T. Jones, Dds Cash Balance Plan in NY (7 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- Sbera Pension Plan as Adopted by Walpole Co-Operative Bank (MA) $11M · 30
- Retirement Plan of Doncasters Inc. Applicable to Employees Paid in United States Dollars (CT) $11M · 16
- Jones Dairy Farm Union Employees Pension Plan (WI) $11M · 198
- R. T. Vanderbilt Holding Company Pension Plan (CT) $11M · 93
Similar participant headcount
Nearest other-state filings by covered participants (7 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.