Money Purchase · DOL Form 5500 · 2024
Scripps Health Money Purchase Plan
Data updated 2026-08-06
- $1.3B
- Total assets
- 16,148
- Participants
- 99th
- Percentile by assets
- $82,378
- Avg per participant
Official DOL plan name: Scripps Health Retirement Savings Plan · Sponsored by Scripps Health · California · Healthcare & Social Assistance
$1.3B in assets, 16,148 participants
Scripps Health's Scripps Health Retirement Savings Plan reported $1.3B in total assets and 16,148 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.
- 99th percentile by assets (of 116,472 plans)
- #15,446 in Healthcare & Social Assistance (15,613 peers)
Coverage in California
Scripps Health Retirement Savings Plan covers 16,148 participants in California, 25x the typical California plan (state average ~637 per filing). Assets: $1.3B.
- $1.3B
- total plan assets (2024 EOY)
- 16,148
- covered participants
- 99th
- percentile by assets (of 116,472 plans)
- $82,378
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Scripps Health Retirement Savings Plan reported net income fell from $186M in the plan year 2023 filing to $153M in the plan year 2024 filing.
- Scripps Health Retirement Savings Plan end-of-year assets rose from $1.2B in the plan year 2023 filing to $1.3B in the plan year 2024 filing.
- Scripps Health Retirement Savings Plan reported participants rose from 15,132 in the plan year 2023 filing to 16,148 in the plan year 2024 filing.
Participants vs California filers
In California, the average filing covers about 637 participants across 14,392 plans. Scripps Health Retirement Savings Plan reports 16,148 participants - 25x that state average ($1.3B EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $1.2B |
|---|---|
| Net Assets (End of Year) | $1.3B |
| Net Income | $153M |
| Employer EIN | 951684089 |
| Plan Effective Date | 1973-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Scripps Health)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 31,458 | $1.5B |
| 2023 | 2 | 32,076 | $1.8B |
| 2024 | 2 | 33,747 | $2.1B |
Nearby Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Scripps Health Retirement Savings Plan vs. nearby Money Purchase plans in California, assets vs. participants
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $7.9B · 18,550
- Kaiser Permanente Supplemental Savings and Retirement Plan $5.7B · 37,013
- University of Southern California Defined Contribution Retirement Plan $5.0B · 19,806
- Directors Guild of America - Producer Pension Plan Supplemental Benefit Plan $2.3B · 23,032
- Kaiser Permanente Supplemental Savings and Retirement Plan for Scpmg $899M · 6,452
Scale composition for Scripps Health Retirement Savings Plan
Scripps Health Retirement Savings Plan reports $1.3B in end-of-year assets across 16,148 participants (0.011% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.018% of 89,805,449 covered participants) - about $82,378 per participant (60% of the national average assets-per-participant) . Net income for plan year 2024 was $153M.
This plan identity (EIN 951684089, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $991M to $1.3B (+34.2%) while covered participants moved from 14,961 to 16,148 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 14,961 | $991M | Open filing |
| 2023 | 15,132 | $1.2B | Open filing |
| 2024 · index core | 16,148 | $1.3B | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Scripps Health 403(b) Plan (Other, $729M, 17,599 participants)
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Scripps Health Retirement Savings Plan by total assets, not by location.
- Occidental Petroleum Corporation Retirement Plan (TX) $1.3B · 7,877
- Employees Retirement Plan of Marshfield Clinic (WI) $1.3B · 8,328
- Iron Workers Locals 40, 361 & 417 Annuity Fund (NY) $1.2B · 2,357
- The George Washington University Retirement Plan for Faculty and Staff (VA) $1.4B · 3,862
Frequently Asked Questions
How did Scripps Health Retirement Savings Plan assets move in 2024? ▼
How have Scripps Health plan assets changed over time? ▼
Where does Scripps Health Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Scripps Health Retirement Savings Plan? ▼
Next read for Scripps Health Retirement Savings Plan
Filing takeaways
Ways to act on Scripps Health Retirement Savings Plan's numbers.
- By total assets, Scripps Health Retirement Savings Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in California. Compare plans
- Scripps Health's sponsor-wide assets have grown 37.1% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans