Defined Benefit (Pension) · DOL Form 5500 · 2024

Scripps Clinic Medical Group, Inc. Pension Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
232
Participants Below avg headcount
61st
Percentile by assets National rank
$54,671
Avg per participant Low balance/head
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Official DOL plan name: Scripps Clinic Medical Group, Inc. Market Return Cash Balance Plan · Sponsored by Scripps Clinic Medical Group, Inc. · California · Healthcare & Social Assistance

$13M in assets, 232 participants

Scripps Clinic Medical Group, Inc.'s Scripps Clinic Medical Group, Inc. Market Return Cash Balance Plan reported $13M in total assets and 232 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.

  • #11,180 in Healthcare & Social Assistance (16,916 peers)

Coverage in California

Scripps Clinic Medical Group, Inc. Market Return Cash Balance Plan covers 232 participants in California, about 37% of the average California filer (state average ~630 per filing). Assets: $13M.

#11,180
in Healthcare & Social Assistance (16,916 peers)
$13M
reported net income

Scripps Clinic Medical Group, Inc. Market Return Cash Balance Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Scripps Clinic Medical Group, Inc. Market Return Cash Balance Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$12,683,731 Top 39% higher than 61% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Scripps Clinic Medical Group, Inc. Market Return Cash Balance Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Scripps Clinic Medical Group, Inc. Market Return Cash Balance Plan sits mid-pack in the medium band (232 participants).

Published 5500 schedule card

Filing strip 952885574 · Scripps Clinic Medical Group, Inc. PY 2024 · Defined Benefit (Pension)

Scripps Clinic Medical Group, Inc. Market Return Cash Balance Plan · $13M · 232 · 61st

  • EIN $13M
  • EIN 232
  • EIN 61st
  • EIN Defined Benefit (Pension)
  • EIN near Sbera Pension Plan as Adopted by Walpole Co-Operative Bank
  • EIN ind #11180

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 →

Scripps Clinic Medical Group, Inc. Market Return Cash Balance Plan in the asset neighbourhood

Darling Ingredients Retirement Income Plan for Union EmployeesDarling Ingredients Retireme…$13MPension Plan for Bargaining Group Hourly Employees of the Cambridge, Ohio Plant of Bluescope Coated Products, LLCPension Plan for Bargaining …$13MSbera Pension Plan as Adopted by Walpole Co-Operative BankSbera Pension Plan as Adopte…$13MScripps Clinic Medical Group, Inc. Market Return Cash Balance PlanScripps Clinic Medical Group…$13MShopmen's Local No. 499 Pension PlanShopmen's Local No. 499 Pens…$13M
End-of-year total assets ($M) among Scripps Clinic Medical Group, Inc. Market Return Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$13M
Net Income$13M
Employer EIN952885574
Plan Effective Date2024-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Scripps Clinic Medical Group, Inc.)

Sponsor-wide plan assets over time

All Scripps Clinic Medical Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$975M 32.39753535413499% vs 2022
2024 filing year
$700M$800M$900M$1,000M 202220232024 $736M $975M ▲ +32.4%
Year Plans Participants Total Assets
2022 2 1,231 $736M
2023 2 1,278 $835M
2024 2 1,291 $975M

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Scripps Clinic Medical Group, Inc. Market Return Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Scripps Clinic Medical Group, Inc. Market Return Cash Balance Plan, Total assets ($B): 0.012683731 · Participants: 232Scripps Clinic Medical Group, Inc. Market Return Cash Balance PlanKaiser Permanente Retirement Plan, Total assets ($B): 34.452234723 · Participants: 135057Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.60716624 · Participants: 27500Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 11.441381434 · Participants: 18983Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Western States Carpenters Pension Plan, Total assets ($B): 11.342334451 · Participants: 48582Western States Carpenters Pension PlanIlwu-Pma Pension Plan, Total assets ($B): 10.798538721 · Participants: 15833Ilwu-Pma Pension Plan
Scripps Clinic Medical Group, Inc. Market Return Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Scripps Clinic Medical Group, Inc. Market Return Cash Balance Plan side-by-side with 3 peers →

Scripps Clinic Medical Group, Inc. Market Return Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Sbera Pension Plan as Adopted by Walpole Co-Operative Bank in MA ($13M); by covered participants it is Retirement Plan for Employees of Reckitt Benckiser LLC in NJ (232 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (232 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How have Scripps Clinic Medical Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Scripps Clinic Medical Group, Inc.'s sponsor-wide assets grew 32.4%, from $736M to $975M.
Which Defined Benefit (Pension) plans are similar in size to Scripps Clinic Medical Group, Inc. Market Return Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Sbera Pension Plan as Adopted by Walpole Co-Operative Bank in MA ($13M, 31 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Scripps Clinic Medical Group, Inc. Market Return Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan for Employees of Reckitt Benckiser LLC in NJ (232 participants, $251M in assets).

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 952885574.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.