Defined Benefit (Pension)
2024 plan-year Defined Benefit (Pension) DOL Form 5500

Community Hospital of the Monterey Peninsula Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Community Hospital of the Monterey Peninsula · California · Healthcare & Social Assistance

What the 2023 filing shows

Community Hospital of the Monterey Peninsula Retirement Plan holds $764M for 832 participants — about $918,521 per participant, up 8.6% over the 2024 plan year.

$764M
total plan assets (2024 EOY)
832
covered participants
$918,521
avg assets per participant
+8.6%
assets growth YoY

The plan reported a net loss of $21M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$764M
Participants
832
State
Industry
Healthcare & Social Assistance

What the Filing Says About Community Hospital of the Monterey Peninsula Retirement Plan

Community Hospital of the Monterey Peninsula Retirement Plan is a Defined Benefit (Pension) retirement plan sponsored by Community Hospital of the Monterey Peninsula, headquartered in California. As of the 2024 Form 5500 filing, the plan reports $764M in total end-of-year assets and covers 832 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 940760193, and the plan has been effective since 1967-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $704M at the beginning of 2024 to $764M at year-end — a gain of 8.6%. Net assets (after liabilities) closed the year at $553M, with reported net income of $-21,446,998 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$704M
Total Assets (End of Year)$764M
Net Assets (End of Year)$553M
Net Income$-21,446,998
Plan TypeDefined Benefit (Pension)
Employer EIN940760193
Plan Effective Date1967-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Community Hospital of the Monterey Peninsula)

Year Plans Participants Total Assets
2022 3 4,761 $980M
2023 3 4,891 $1.1B
2024 3 5,327 $1.2B

Nearby Defined Benefit (Pension) Plans in California

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

Frequently Asked Questions

How much money is in the Community Hospital of the Monterey Peninsula Retirement Plan?
As of the 2024 Form 5500 filing, Community Hospital of the Monterey Peninsula Retirement Plan holds $764M in total assets with 832 participants. It is sponsored by Community Hospital of the Monterey Peninsula.
What type of plan is Community Hospital of the Monterey Peninsula Retirement Plan?
Community Hospital of the Monterey Peninsula Retirement Plan is a Defined Benefit (Pension) plan. It has been effective since 1967-01-01. The plan is filed with the U.S. Department of Labor under EIN 940760193.
Who sponsors the Community Hospital of the Monterey Peninsula Retirement Plan?
Community Hospital of the Monterey Peninsula Retirement Plan is sponsored by Community Hospital of the Monterey Peninsula, located in California. The sponsor's EIN is 940760193 and the plan operates in the Healthcare & Social Assistance industry.
How did Community Hospital of the Monterey Peninsula Retirement Plan perform in 2024?
Community Hospital of the Monterey Peninsula Retirement Plan grew by 8.6% during 2024, moving from $704M to $764M in total assets. Net income was $-21,446,998.
Where can I find official filings for Community Hospital of the Monterey Peninsula Retirement Plan?
Official Form 5500 filings for Community Hospital of the Monterey Peninsula Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 940760193 or plan name at efast.dol.gov.
How does Community Hospital of the Monterey Peninsula Retirement Plan compare to other plans?
You can compare Community Hospital of the Monterey Peninsula Retirement Plan against other Defined Benefit (Pension) plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 940760193.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.