401(k) · DOL Form 5500 · 2024
Hoag Memorial Hospital Presbyterian 401(k) Plan
Data updated 2026-07-24
- $1.3B
- Total assets
- 8,596
- Participants
- 99th
- Percentile by assets
- $145,854
- Avg per participant
Official DOL plan name: Hoag Sheltered Savings Plan · Sponsored by Hoag Memorial Hospital Presbyterian · California · Healthcare & Social Assistance
$1.3B in assets, 8,596 participants
Hoag Memorial Hospital Presbyterian's Hoag Sheltered Savings Plan reported $1.3B in total assets and 8,596 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)
Coverage in California
Hoag Sheltered Savings Plan covers 8,596 participants in California, 14x the typical California plan (state average ~637 per filing). Assets: $1.3B.
- $1.3B
- total plan assets (2024 EOY)
- 8,596
- covered participants
- 99th
- percentile by assets (of 116,472 plans)
- $145,854
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Hoag Sheltered Savings Plan end-of-year assets rose from $1.1B in the plan year 2023 filing to $1.3B in the plan year 2024 filing.
- Hoag Sheltered Savings Plan reported net income fell from $211M in the plan year 2023 filing to $190M in the plan year 2024 filing.
- Hoag Sheltered Savings Plan reported participants rose from 7,963 in the plan year 2023 filing to 8,596 in the plan year 2024 filing.
Participants vs California filers
In California, the average filing covers about 637 participants across 14,392 plans. Hoag Sheltered Savings Plan reports 8,596 participants - 14x that state average ($1.3B EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $1.1B |
|---|---|
| Net Assets (End of Year) | $1.3B |
| Net Income | $190M |
| Employer EIN | 951643327 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hoag Memorial Hospital Presbyterian)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7,152 | $853M |
| 2023 | 1 | 7,963 | $1.1B |
| 2024 | 1 | 8,596 | $1.3B |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Hoag Sheltered Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Hoag Sheltered Savings Plan by total assets, not by location.
- Abc Supply Company Employees' Savings & Retirement Plan (WI) $1.3B · 19,388
- Retirement Savings Plan for Employees of Continental-Rubber (SC) $1.3B · 11,080
- Employee Savings Plan of Winston & Strawn LLP (IL) $1.3B · 1,629
- The US Oncology Clinical Practice 401(k) Plan (TX) $1.3B · 5,545
Frequently Asked Questions
How did Hoag Sheltered Savings Plan assets move in 2024? ▼
How have Hoag Memorial Hospital Presbyterian plan assets changed over time? ▼
Where does Hoag Sheltered Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Hoag Sheltered Savings Plan? ▼
Next read for Hoag Sheltered Savings Plan
Filing takeaways
Ways to act on Hoag Sheltered Savings Plan's numbers.
- By total assets, Hoag Sheltered Savings Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
- Hoag Memorial Hospital Presbyterian's sponsor-wide assets have grown 47.0% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans
Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.
Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 951643327.
Read our methodology - how this data is sourced, computed, and verified.