Other · DOL Form 5500 · 2024
Children's Hospital of Orange County Retirement Plan
Data updated 2026-08-25
- $593M
- Total assets Above avg plan size
- 5,676
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $104,429
- Avg per participant Below avg balance/head
Official DOL plan name: Children's Hospital of Orange County Retirement Accumulation Plan · Sponsored by Children's Hospital of Orange County · California · Healthcare & Social Assistance
$593M in assets, 5,676 participants
Children's Hospital of Orange County's Children's Hospital of Orange County Retirement Accumulation Plan reported $593M in total assets and 5,676 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- #16,505 in Healthcare & Social Assistance (16,916 peers)
Coverage in California
Children's Hospital of Orange County Retirement Accumulation Plan covers 5,676 participants in California, 9.0x the typical California plan (state average ~630 per filing). Assets: $593M.
- #16,505
- in Healthcare & Social Assistance (16,916 peers)
- +19.0%
- assets growth YoY
- 5.9×
- vs typical plan assets (national mean)
Children's Hospital of Orange County Retirement Accumulation Plan's outsized position by total assets
Children's Hospital of Orange County Retirement Accumulation Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$592,740,803 Top 2% higher than 98% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Children's Hospital of Orange County Retirement Accumulation Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Children's Hospital of Orange County Retirement Accumulation Plan lands in the large band (5,676 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Children's Hospital of Orange County Retirement Accumulation Plan end-of-year assets rose from $498M in the plan year 2023 filing to $593M in the plan year 2024 filing.
- Children's Hospital of Orange County Retirement Accumulation Plan reported participants rose from 5,197 in the plan year 2023 filing to 5,676 in the plan year 2024 filing.
- Children's Hospital of Orange County Retirement Accumulation Plan reported net income fell from $95M in the plan year 2023 filing to $94M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 952321786 · Children's Hospital of Orange County PY 2024 · Other
Children's Hospital of Orange County Retirement Accumulation Plan · $593M · 5,676 · 98th
- 5500 $593M
- 5500 5,676
- 5500 98th
- 5500 Other
- 5500 near Greater Pennsylvania Carpenters' Annuity and Savings Fund
- 5500 ind #16505
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 →
Children's Hospital of Orange County Retirement Accumulation Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $498M |
|---|---|
| Net Assets (End of Year) | $593M |
| Net Income | $94M |
| Employer EIN | 952321786 |
| Plan Effective Date | 2000-07-23 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Children's Hospital of Orange County)
Sponsor-wide plan assets over time
All Children's Hospital of Orange County plans reported in each filing year
- Latest sponsor-wide plan assets
- $593M 46.84064156693621% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,782 | $404M |
| 2023 | 1 | 5,197 | $498M |
| 2024 | 1 | 5,676 | $593M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $12.6B · 22,753
- Sutter Health 403(b) Savings Plan $7.6B · 54,954
- Stanford Health Care Retirement Savings Plan $6.9B · 24,152
- Caltech Base Retirement Plan $5.2B · 10,970
- University of Southern California Tax-Deferred Annuity Plan $4.8B · 20,886
Scale composition for Children's Hospital of Orange County Retirement Accumulation Plan
Children's Hospital of Orange County Retirement Accumulation Plan reports $593M in end-of-year assets across 5,676 participants (0.005% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $104,429 per participant (76% of the national average assets-per-participant) . Net income for plan year 2024 was $94M.
This plan identity (EIN 952321786, plan #005) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $404M to $593M (+46.8%) while covered participants moved from 4,782 to 5,676 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 4,782 | $404M | Open filing |
| 2023 | 5,197 | $498M | Open filing |
| 2024 · index core | 5,676 | $593M | This page |
Children's Hospital of Orange County Retirement Accumulation Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Greater Pennsylvania Carpenters' Annuity and Savings Fund in PA ($592M); by covered participants it is Luminis Health Retirement Plan (Employer Contributions) in MD (5,652 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($593M here).
- Greater Pennsylvania Carpenters' Annuity and Savings Fund (PA) $592M · 16,666
- Ironworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust Fund (WA) $594M · 7,427
- Billings Clinic 403b Plan (MT) $595M · 4,184
- Devereux Defined Contribution Retirement Plan (PA) $595M · 5,720
Similar participant headcount
Nearest other-state filings by covered participants (5,676 participants); asset peers above are excluded.
- Luminis Health Retirement Plan (Employer Contributions) (MD) 5,652 · 24 off
- Childrens Hospitals and Clinics Matched Savings Plan (MN) 5,750 · 74 off
- Dialysis Clinic, Inc. Thrift Plan (TN) 5,578 · 98 off
- Tufts University Voluntary Retirement Plan (MA) 5,554 · 122 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.