Other · DOL Form 5500 · 2024
Community Hospital of San Bernardino Retirement Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 66
- Participants Small participant base
- 42nd
- Percentile by assets National rank
- $75,905
- Avg per participant Below avg balance/head
Official DOL plan name: Community Hospital of San Bernardino Tax Sheltered Annuity Plan · Sponsored by Community Hospital of San Bernardino · Kentucky · Healthcare & Social Assistance
$5M in assets, 66 participants
Community Hospital of San Bernardino's Community Hospital of San Bernardino Tax Sheltered Annuity Plan reported $5M in total assets and 66 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.
- #7,635 in Healthcare & Social Assistance (16,916 peers)
What the 2024 filing shows
Community Hospital of San Bernardino Tax Sheltered Annuity Plan holds $5M for 66 participants - about $75,905 per participant, in the lower half of filed plans by assets.
- #7,635
- in Healthcare & Social Assistance (16,916 peers)
- -1.1%
- assets change YoY
The plan reported a net loss of $56K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Community Hospital of San Bernardino Tax Sheltered Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Community Hospital of San Bernardino Tax Sheltered Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,009,707 42nd percentile higher than 42% 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
Community Hospital of San Bernardino Tax Sheltered Annuity Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Community Hospital of San Bernardino Tax Sheltered Annuity Plan is a small filing (66 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Community Hospital of San Bernardino Tax Sheltered Annuity Plan reported net income fell from -$14K in the plan year 2023 filing to -$56K in the plan year 2024 filing.
- Community Hospital of San Bernardino Tax Sheltered Annuity Plan reported participants fell from 75 in the plan year 2023 filing to 66 in the plan year 2024 filing.
- Community Hospital of San Bernardino Tax Sheltered Annuity Plan end-of-year assets fell from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
DOL schedule card
Filing strip 951643373 · Community Hospital of San Bernardino PY 2024 · Other
Community Hospital of San Bernardino Tax Sheltered Annuity Plan · $5M · 66 · 42nd
- EOY $5M
- 5500 66
- ASSETS 42nd
- PCT Other
- EIN near Montverde Academy Tda Plan
- RANK ind #7635
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 Kentucky →
Community Hospital of San Bernardino Tax Sheltered Annuity Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$56K |
| Employer EIN | 951643373 |
| Plan Effective Date | 1985-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Community Hospital of San Bernardino)
Sponsor-wide plan assets over time
All Community Hospital of San Bernardino plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 1.3868069877340454% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 87 | $5M |
| 2023 | 1 | 75 | $5M |
| 2024 | 1 | 66 | $5M |
Nearby Other Plans in Kentucky
Peer Other plans, same state, same plan type, ranked by total assets.
- Norton Healthcare 403(b) Retirement Savings Plan $2.3B · 21,863
- Baptist Health Thrift Plan $1.2B · N/A
- Electrical Workers Local 369 Retirement Fund $549M · 3,633
- Electrical Workers Local 369 Retirement Fund $499M · 3,367
- Electrical Workers Local 369 Retirement Fund $453M · 3,350
Community Hospital of San Bernardino Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount
Outside Kentucky, the nearest Other by assets is Montverde Academy Tda Plan in FL ($5M); by covered participants it is Resources for the Future, Inc. 403(b) Retirement in DC (66 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (66 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.