Defined Benefit (Pension) · DOL Form 5500 · 2024

Cottage Health Pension Plan

Data updated 2026-08-25

$890M
Total assets Above avg plan size
3,623
Participants Above avg headcount
98th
Percentile by assets National rank
$245,770
Avg per participant Above avg balance/head
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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.

  • #16,641 in Healthcare & Social Assistance (16,916 peers)

Coverage in California

Cottage Health Pension Plan covers 3,623 participants in California, 5.7x the typical California plan (state average ~630 per filing). Assets: $890M.

#16,641
in Healthcare & Social Assistance (16,916 peers)
+6.7%
assets growth YoY
8.9×
vs typical plan assets (national mean)

Cottage Health Pension Plan's outsized position by total assets

Cottage Health Pension Plan vs every filed plan by assets

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

$890,423,426 Top 2% higher than 98% 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

Cottage Health Pension 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. Cottage Health Pension Plan lands in the large band (3,623 participants).

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.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 770431902 · Cottage Health PY 2024 · Defined Benefit (Pension)

Cottage Health Pension Plan · $890M · 3,623 · 98th

  • EIN $890M
  • EIN 3,623
  • EIN 98th
  • EIN Defined Benefit (Pension)
  • EIN near International Association of Machinists and Aerospace Workers Pension Plan
  • EIN ind #16641

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 →

Cottage Health Pension Plan in the asset neighbourhood

Thermo Fisher Scientific Inc. Retirement PlanThermo Fisher Scientific Inc…$894MBlue Cross Blue Shield of Michigan Employees' Retirement Account PlanBlue Cross Blue Shield of Mi…$893MCottage Health Pension Plan$890MInternational Association of Machinists and Aerospace Workers Pension PlanInternational Association of…$888MLaborers Pension Trust Fund - Detroit and VicinityLaborers Pension Trust Fund …$886M
End-of-year total assets ($M) among Cottage Health Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$835M
Net Assets (End of Year)$886M
Net Income$51M
Employer EIN770431902
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cottage Health)

Sponsor-wide plan assets over time

All Cottage Health plans reported in each filing year

Latest sponsor-wide plan assets
$1.1B 28.60144178734167% vs 2022
2024 filing year
$0.7B$0.8B$0.9B$1B$1.1B 202220232024 $0.82B $1.06B ▲ +29.3%
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 Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Cottage Health Pension Plan, Total assets ($B): 0.890423426 · Participants: 3623Cottage Health Pension 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
Cottage Health Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Cottage Health Pension Plan side-by-side with 3 peers →

Cottage Health Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is International Association of Machinists and Aerospace Workers Pension Plan in MD ($888M); by covered participants it is Construction Laborers Pension Trust of Greater St. in MO (3,608 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,623 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 did Cottage Health Pension Plan assets move in 2024? ▼
Cottage Health Pension Plan grew at a solid clip - up 6.7% during 2024, from $835M to $890M. Reported net income was $51M.
How have Cottage Health plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cottage Health's sponsor-wide assets grew 28.6%, from $824M to $1.1B.
Where does Cottage Health Pension Plan rank by assets among Form 5500 filers? ▼
Cottage Health Pension Plan ranks in the 98th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Cottage Health Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is International Association of Machinists and Aerospace Workers Pension Plan in MD ($888M, 661 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Cottage Health Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Construction Laborers Pension Trust of Greater St. in MO (3,608 participants, $1.2B 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 770431902.

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.