Other · DOL Form 5500 · 2024
Scripps Health Retirement Plan
Data updated 2026-08-06
- $729M
- Total assets
- 17,599
- Participants
- 98th
- Percentile by assets
- $41,407
- Avg per participant
Official DOL plan name: Scripps Health 403(b) Plan · Sponsored by Scripps Health · California · Healthcare & Social Assistance
$729M in assets, 17,599 participants
Scripps Health's Scripps Health 403(b) Plan reported $729M in total assets and 17,599 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.
- 98th percentile by assets (of 116,472 plans)
- #15,287 in Healthcare & Social Assistance (15,613 peers)
Coverage in California
Scripps Health 403(b) Plan covers 17,599 participants in California, 28x the typical California plan (state average ~637 per filing). Assets: $729M.
- $729M
- total plan assets (2024 EOY)
- 17,599
- covered participants
- 98th
- percentile by assets (of 116,472 plans)
- $41,407
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Scripps Health 403(b) Plan reported net income fell from $119M in the plan year 2023 filing to $98M in the plan year 2024 filing.
- Scripps Health 403(b) Plan end-of-year assets rose from $630M in the plan year 2023 filing to $729M in the plan year 2024 filing.
- Scripps Health 403(b) Plan reported participants rose from 16,944 in the plan year 2023 filing to 17,599 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 403(b) Plan reports 17,599 participants - 28x that state average ($729M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $630M |
|---|---|
| Net Assets (End of Year) | $729M |
| Net Income | $98M |
| Employer EIN | 951684089 |
| Plan Effective Date | 2010-09-01 |
| 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 Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
Scripps Health 403(b) Plan vs. nearby Other plans in California, assets vs. participants
- 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 Scripps Health 403(b) Plan
Scripps Health 403(b) Plan reports $729M in end-of-year assets across 17,599 participants (0.006% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.020% of 89,805,449 covered participants) - about $41,407 per participant (30% of the national average assets-per-participant) . Net income for plan year 2024 was $98M.
This plan identity (EIN 951684089, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $511M to $729M (+42.7%) while covered participants moved from 16,497 to 17,599 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 16,497 | $511M | Open filing |
| 2023 | 16,944 | $630M | Open filing |
| 2024 · index core | 17,599 | $729M | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Scripps Health Retirement Savings Plan (Money Purchase, $1.3B, 16,148 participants)
Similar-Sized Other Plans Nationally
Other plans in other states closest to Scripps Health 403(b) Plan by total assets, not by location.
- South Shore Health Retirement Savings Plan (MA) $727M · 6,005
- Yeshiva University Retirement Income Plan (Basic Plan) (NY) $734M · 2,092
- Albert Einstein Healthcare Network Retirement Savings Plan (PA) $737M · 7,438
- New York Medical College Tax-Deferred Annuity Plan (NY) $720M · 1,362
Frequently Asked Questions
How did Scripps Health 403(b) Plan assets move in 2024? ▼
How have Scripps Health plan assets changed over time? ▼
Where does Scripps Health 403(b) Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Scripps Health 403(b) Plan? ▼
Next read for Scripps Health 403(b) Plan
Filing takeaways
Ways to act on Scripps Health 403(b) Plan's numbers.
- By total assets, Scripps Health 403(b) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other 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