401(k) · DOL Form 5500 · 2024
Hoag Memorial Hospital Presbyterian 401(k) Plan
Data updated 2026-08-25
- $1.3B
- Total assets Very large vs avg
- 8,596
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $145,854
- Avg per participant Above avg balance/head
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.
- #16,728 in Healthcare & Social Assistance (16,916 peers)
Coverage in California
Hoag Sheltered Savings Plan covers 8,596 participants in California, 14x the typical California plan (state average ~630 per filing). Assets: $1.3B.
- #16,728
- in Healthcare & Social Assistance (16,916 peers)
- +17.9%
- assets growth YoY
- 13×
- vs typical plan assets (national mean)
Hoag Sheltered Savings Plan's outsized position by total assets
Hoag Sheltered Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,253,760,432 Top 1% higher than 99% 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
Hoag Sheltered Savings 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. Hoag Sheltered Savings Plan lands in the large band (8,596 participants).
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.
Form 5500 schedule snapshot
Filing strip 951643327 · Hoag Memorial Hospital Presbyterian PY 2024 · 401(k)
Hoag Sheltered Savings Plan · $1.3B · 8,596 · 99th
- 5500 $1.3B
- ASSETS 8,596
- PCT 99th
- EIN 401(k)
- RANK near Abc Supply Company Employees' Savings & Retirement Plan
- PHOTO ind #16728
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 →
Hoag Sheltered Savings Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Hoag Memorial Hospital Presbyterian plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.3B 46.95638459643784% vs 2022
- 2024 filing year
| 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.
- 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
Scale composition for Hoag Sheltered Savings Plan
Hoag Sheltered Savings Plan reports $1.3B in end-of-year assets across 8,596 participants (0.010% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 covered participants) - about $145,854 per participant (1.1x the national average assets-per-participant) . Net income for plan year 2024 was $190M.
This plan identity (EIN 951643327, plan #005) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $853M to $1.3B (+47.0%) while covered participants moved from 7,152 to 8,596 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 7,152 | $853M | Open filing |
| 2023 | 7,963 | $1.1B | Open filing |
| 2024 · index core | 8,596 | $1.3B | This page |
Hoag Sheltered Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Abc Supply Company Employees' Savings & Retirement Plan in WI ($1.3B); by covered participants it is Pathway Vet Alliance LLC 401(k) Plan in TX (8,598 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.3B here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (8,596 participants); asset peers above are excluded.
- Pathway Vet Alliance LLC 401(k) Plan (TX) 8,598 · 2 off
- Micron Technology Inc. Retirement at Micron (Ram) Plan (ID) 8,598 · 2 off
- Spb Hospitality LLC Retirement Savings Plan (TX) 8,598 · 2 off
- Cook Group Inc. Profit Sharing Plan (IN) 8,591 · 5 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.