Defined Benefit (Pension) · DOL Form 5500 · 2024
Marshall Medical Center Pension Plan
Data updated 2026-08-25
- $111M
- Total assets Near avg plan size
- 934
- Participants Near avg headcount
- 91st
- Percentile by assets National rank
- $119,250
- Avg per participant Near avg balance/head
Official DOL plan name: Marshall Medical Employees' Retirement Plan · Sponsored by Marshall Medical Center · California · Healthcare & Social Assistance
$111M in assets, 934 participants
Marshall Medical Center's Marshall Medical Employees' Retirement Plan reported $111M in total assets and 934 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.
- #15,591 in Healthcare & Social Assistance (16,916 peers)
Where Marshall Medical Employees' Retirement Plan sits by assets
Marshall Medical Employees' Retirement Plan sits in the top 10% of all filed plans by assets, $111M for 934 participants (~$119,250/participant), up 1.9% in 2024.
- #15,591
- in Healthcare & Social Assistance (16,916 peers)
- +1.9%
- assets growth YoY
- 1.1×
- vs typical plan assets (national mean)
Marshall Medical Employees' Retirement Plan's outsized position by total assets
Marshall Medical Employees' Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$111,379,925 Top 9% higher than 91% 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
Marshall Medical Employees' Retirement 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. Marshall Medical Employees' Retirement Plan sits mid-pack in the medium band (934 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Marshall Medical Employees' Retirement Plan reported net income rose from -$74M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Marshall Medical Employees' Retirement Plan reported participants fell from 1,149 in the plan year 2023 filing to 934 in the plan year 2024 filing.
- Marshall Medical Employees' Retirement Plan end-of-year assets rose from $109M in the plan year 2023 filing to $111M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 206019079 · Marshall Medical Center PY 2024 · Defined Benefit (Pension)
Marshall Medical Employees' Retirement Plan · $111M · 934 · 91st
- RANK $111M
- PHOTO 934
- IND 91st
- EOY Defined Benefit (Pension)
- 5500 near Muviq USA Defined Benefit Pension Plan
- ASSETS ind #15591
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 →
Marshall Medical Employees' Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $109M |
|---|---|
| Net Assets (End of Year) | $111M |
| Net Income | $2M |
| Employer EIN | 206019079 |
| Plan Effective Date | 2003-08-03 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Marshall Medical Center)
Sponsor-wide plan assets over time
All Marshall Medical Center plans reported in each filing year
- Latest sponsor-wide plan assets
- $111M 39.36621384517531% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,328 | $184M |
| 2023 | 1 | 1,149 | $109M |
| 2024 | 1 | 934 | $111M |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- 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
- Ilwu-Pma Pension Plan $10.8B · 15,833
Marshall Medical Employees' Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Muviq USA Defined Benefit Pension Plan in MI ($111M); by covered participants it is Teamsters Local 210 Affiliated Pension Trust Fund in NY (934 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($111M here).
- Muviq USA Defined Benefit Pension Plan (MI) $111M · 38
- Pension Plan of Anne Arundel Medical Center (MD) $111M · 700
- Clearwater Paper Salaried Retirement Plan (WA) $111M · 182
- Local 138 Pension Trust Fund (NY) $111M · 180
Similar participant headcount
Nearest other-state filings by covered participants (934 participants); asset peers above are excluded.
- Teamsters Local 210 Affiliated Pension Trust Fund (NY) 934 · 0 off
- Nissan Employee Retirement Plan B (TN) 936 · 2 off
- Legal & General America, Inc. Cash Balance Plan (MD) 931 · 3 off
- Employee Retirement Income Plan - Hourly West (WA) 938 · 4 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.