Defined Benefit (Pension) · DOL Form 5500 · 2024
Cottage Health Pension Plan
Data updated 2026-07-24
- $890M
- Total assets
- 3,623
- Participants
- 98th
- Percentile by assets
- $245,770
- Avg per participant
Official DOL plan name: Cottage Health Pension Plan · Sponsored by Cottage Health · California · Healthcare & Social Assistance
$890M in assets, 3,623 participants
Cottage Health's Cottage Health Pension Plan reported $890M in total assets and 3,623 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)
Coverage in California
Cottage Health Pension Plan covers 3,623 participants in California, 5.7x the typical California plan (state average ~637 per filing). Assets: $890M.
- $890M
- total plan assets (2024 EOY)
- 3,623
- covered participants
- 98th
- percentile by assets (of 116,472 plans)
- $245,770
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Cottage Health Pension Plan reported net income fell from $87M in the plan year 2023 filing to $51M in the plan year 2024 filing.
- Cottage Health Pension Plan end-of-year assets rose from $835M in the plan year 2023 filing to $890M in the plan year 2024 filing.
- Cottage Health Pension Plan reported participants fell from 3,651 in the plan year 2023 filing to 3,623 in the plan year 2024 filing.
Participants vs California filers
In California, the average filing covers about 637 participants across 14,392 plans. Cottage Health Pension Plan reports 3,623 participants - 5.7x that state average ($890M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $835M |
|---|---|
| Net Assets (End of Year) | $886M |
| Net Income | $51M |
| Employer EIN | 770431902 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cottage Health)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 7,468 | $824M |
| 2023 | 3 | 7,812 | $957M |
| 2024 | 3 | 7,978 | $1.1B |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Cottage Health Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
- Kaiser Permanente Retirement Plan $34.5B · 135,057
- Pacific Gas and Electric Company Retirement Plan $17.6B · 27,500
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $11.4B · 18,983
- Western States Carpenters Pension Plan $11.3B · 48,582
- Disney Salaried Pension Plan D $10.4B · 9,984
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Cottage Health Pension Plan by total assets, not by location.
- International Association of Machinists and Aerospace Workers Pension Plan (MD) $888M · 661
- Blue Cross Blue Shield of Michigan Employees' Retirement Account Plan (MI) $893M · 6,733
- Thermo Fisher Scientific Inc. Retirement Plan (PA) $894M · 1,517
- Laborers Pension Trust Fund - Detroit and Vicinity (MI) $886M · 3,016
Frequently Asked Questions
How did Cottage Health Pension Plan assets move in 2024? ▼
How have Cottage Health plan assets changed over time? ▼
Where does Cottage Health Pension Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Cottage Health Pension Plan? ▼
Next read for Cottage Health Pension Plan
Filing takeaways
Ways to act on Cottage Health Pension Plan's numbers.
- By total assets, Cottage Health Pension Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in California. Compare plans
- Cottage Health's sponsor-wide assets have grown 28.6% 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 770431902.
Read our methodology - how this data is sourced, computed, and verified.