Other · DOL Form 5500 · 2024
Henry Mayo Newhall Hospital Retirement Plan
Data updated 2026-08-25
- $178M
- Total assets Near avg plan size
- 1,817
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $98,197
- Avg per participant Below avg balance/head
Official DOL plan name: Henry Mayo Newhall Memorial Hospital & Foundation Retirement Plan · Sponsored by Henry Mayo Newhall Hospital · California · Healthcare & Social Assistance
$178M in assets, 1,817 participants
Henry Mayo Newhall Hospital's Henry Mayo Newhall Memorial Hospital & Foundation Retirement Plan reported $178M in total assets and 1,817 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.
- #15,983 in Healthcare & Social Assistance (16,916 peers)
Coverage in California
Henry Mayo Newhall Memorial Hospital & Foundation Retirement Plan covers 1,817 participants in California, 2.9x the typical California plan (state average ~630 per filing). Assets: $178M.
- #15,983
- in Healthcare & Social Assistance (16,916 peers)
- +9.5%
- assets growth YoY
- 1.8×
- vs typical plan assets (national mean)
Henry Mayo Newhall Memorial Hospital & Foundation Retirement Plan's outsized position by total assets
Henry Mayo Newhall Memorial Hospital & Foundation Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$178,424,840 Top 6% higher than 94% 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
Henry Mayo Newhall Memorial Hospital & Foundation Retirement 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. Henry Mayo Newhall Memorial Hospital & Foundation Retirement Plan lands in the large band (1,817 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Henry Mayo Newhall Memorial Hospital & Foundation Retirement Plan reported net income fell from $27M in the plan year 2023 filing to $15M in the plan year 2024 filing.
- Henry Mayo Newhall Memorial Hospital & Foundation Retirement Plan reported participants fell from 2,020 in the plan year 2023 filing to 1,817 in the plan year 2024 filing.
- Henry Mayo Newhall Memorial Hospital & Foundation Retirement Plan end-of-year assets rose from $163M in the plan year 2023 filing to $178M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 952821104 · Henry Mayo Newhall Hospital PY 2024 · Other
Henry Mayo Newhall Memorial Hospital & Foundation Retirement Plan · $178M · 1,817 · 94th
- PHOTO $178M
- PHOTO 1,817
- PHOTO 94th
- PHOTO Other
- PHOTO near St. Catherine University Defined Contribution Retirement Plan
- PHOTO ind #15983
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 →
Henry Mayo Newhall Memorial Hospital & Foundation Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $163M |
|---|---|
| Net Assets (End of Year) | $178M |
| Net Income | $15M |
| Employer EIN | 952821104 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Henry Mayo Newhall Hospital)
Sponsor-wide plan assets over time
All Henry Mayo Newhall Hospital plans reported in each filing year
- Latest sponsor-wide plan assets
- $178M 30.950357854604% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,141 | $136M |
| 2023 | 1 | 2,020 | $163M |
| 2024 | 1 | 1,817 | $178M |
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
Henry Mayo Newhall Memorial Hospital & Foundation Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is St. Catherine University Defined Contribution Retirement Plan in MN ($178M); by covered participants it is Shepherd Center 403(b) Retirement Savings Plan in GA (1,820 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($178M here).
- St. Catherine University Defined Contribution Retirement Plan (MN) $178M · 1,029
- The Museum of Modern Art 403(b) Retirement Plan (NY) $179M · 831
- Local Union 317 Electrical Pension Plan (WV) $179M · 763
- Good Shepherd Retirement Plan (PA) $179M · 2,121
Similar participant headcount
Nearest other-state filings by covered participants (1,817 participants); asset peers above are excluded.
- Shepherd Center 403(b) Retirement Savings Plan (GA) 1,820 · 3 off
- Tufts Medical Center, Inc. Retirement Savings Plan - 403(b) (MA) 1,812 · 5 off
- University of Richmond Defined Contribution Retirement Plan (VA) 1,810 · 7 off
- Navigators 403(b) Supplemental Retirement Plan (CO) 1,825 · 8 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.