Defined Benefit (Pension) · DOL Form 5500 · 2024

Board of Trustees Retirement Plan for Hospital Employees Pension Plan

Data updated 2026-07-24

$1.2B
Total assets: 2,045
Participants: 99th
Percentile by assets: $588,107
Avg per participant

Official DOL plan name: Retirement Plan for Hospital Employees · Sponsored by Board of Trustees Retirement Plan for Hospital Employees · California · Healthcare & Social Assistance

$1.2B in assets, 2,045 participants

Board of Trustees Retirement Plan for Hospital Employees's Retirement Plan for Hospital Employees reported $1.2B in total assets and 2,045 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.

99th percentile by assets (of 116,472 plans)

Coverage in California

Retirement Plan for Hospital Employees covers 2,045 participants in California, 3.2x the typical California plan (state average ~637 per filing). Assets: $1.2B.

$1.2B
total plan assets (2024 EOY): 2,045
covered participants: 99th
percentile by assets (of 116,472 plans): $588,107
avg assets per participant

The plan reported a net loss of $66M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Retirement Plan for Hospital Employees reported net income fell from $57M in the plan year 2023 filing to -$66M in the plan year 2024 filing.
Retirement Plan for Hospital Employees reported participants fell from 2,734 in the plan year 2023 filing to 2,045 in the plan year 2024 filing.
Retirement Plan for Hospital Employees end-of-year assets fell from $1.3B in the plan year 2023 filing to $1.2B in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

California

Industry

Healthcare & Social Assistance

Participants vs California filers

In California, the average filing covers about 637 participants across 14,392 plans. Retirement Plan for Hospital Employees reports 2,045 participants - 3.2x that state average ($1.2B EOY assets).

California filing particulars

Total Assets (Beginning of Year)	$1.3B
Net Assets (End of Year)	$1.2B
Net Income	-$66M
Employer EIN	942995676
Plan Effective Date	1966-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Board of Trustees Retirement Plan for Hospital Employees)

Total plan assets by year, all Board of Trustees Retirement Plan for Hospital Employees plans on file

Year	Plans	Participants	Total Assets
2022	1	2,954	$1.2B
2023	1	2,734	$1.3B
2024	1	2,045	$1.2B

Nearby Defined Benefit (Pension) Plans in California

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

Retirement Plan for Hospital Employees 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

Compare Retirement Plan for Hospital Employees side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Retirement Plan for Hospital Employees by total assets, not by location.

Precision Castparts Corp. Retirement Plan (OR) $1.2B · 1,890
Non-Contributory Retirement Program for Certain Empl of Bcbssc (SC) $1.2B · 4,087
Cfg Pension Plan (RI) $1.2B · 2,962
Constellation Employee Pension Plan (PA) $1.2B · 3,518

Frequently Asked Questions

How did Retirement Plan for Hospital Employees assets move in 2024? ▼

Retirement Plan for Hospital Employees pulled back noticeably - down 5.3% during 2024, from $1.3B to $1.2B. Reported net income was -$66M.

How have Board of Trustees Retirement Plan for Hospital Employees plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Board of Trustees Retirement Plan for Hospital Employees's sponsor-wide assets declined 1.0%, from $1.2B to $1.2B.

Where does Retirement Plan for Hospital Employees rank by assets among Form 5500 filers? ▼

Retirement Plan for Hospital Employees ranks in the 99th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).

Which Defined Benefit (Pension) plans are similar in size to Retirement Plan for Hospital Employees? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Precision Castparts Corp. Retirement Plan in OR ($1.2B, 1,890 participants).

Next read for Retirement Plan for Hospital Employees

Filing takeaways

Ways to act on Retirement Plan for Hospital Employees's numbers.

By total assets, Retirement Plan for Hospital Employees ranks among the largest 1% of all filed plans. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in California. Compare plans
Board of Trustees Retirement Plan for Hospital Employees's sponsor-wide assets have declined 1.0% 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 942995676.

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.