401(k) · DOL Form 5500 · 2024
Community Hospital of the Monterey Peninsula 401(k) Plan
Data updated 2026-08-25
- $381M
- Total assets Above avg plan size
- 2,825
- Participants Above avg headcount
- 96th
- Percentile by assets National rank
- $134,845
- Avg per participant Near avg balance/head
Official DOL plan name: Community Hospital of the Monterey Peninsula Tax-Sheltered Annuity Plan · Sponsored by Community Hospital of the Monterey Peninsula · California · Healthcare & Social Assistance
$381M in assets, 2,825 participants
Community Hospital of the Monterey Peninsula's Community Hospital of the Monterey Peninsula Tax-Sheltered Annuity Plan reported $381M in total assets and 2,825 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- #16,346 in Healthcare & Social Assistance (16,916 peers)
Coverage in California
Community Hospital of the Monterey Peninsula Tax-Sheltered Annuity Plan covers 2,825 participants in California, 4.5x the typical California plan (state average ~630 per filing). Assets: $381M.
- #16,346
- in Healthcare & Social Assistance (16,916 peers)
- +12.4%
- assets growth YoY
- 3.8×
- vs typical plan assets (national mean)
Community Hospital of the Monterey Peninsula Tax-Sheltered Annuity Plan's outsized position by total assets
Community Hospital of the Monterey Peninsula Tax-Sheltered Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$380,937,686 Top 4% higher than 96% 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
Community Hospital of the Monterey Peninsula Tax-Sheltered Annuity 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. Community Hospital of the Monterey Peninsula Tax-Sheltered Annuity Plan lands in the large band (2,825 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Community Hospital of the Monterey Peninsula Tax-Sheltered Annuity Plan end-of-year assets rose from $339M in the plan year 2023 filing to $381M in the plan year 2024 filing.
- Community Hospital of the Monterey Peninsula Tax-Sheltered Annuity Plan reported net income fell from $47M in the plan year 2023 filing to $42M in the plan year 2024 filing.
- Community Hospital of the Monterey Peninsula Tax-Sheltered Annuity Plan reported participants rose from 2,603 in the plan year 2023 filing to 2,825 in the plan year 2024 filing.
DOL schedule card
Filing strip 940760193 · Community Hospital of the Monterey Peninsula PY 2024 · 401(k)
Community Hospital of the Monterey Peninsula Tax-Sheltered Annuity Plan · $381M · 2,825 · 96th
- IND $381M
- IND 2,825
- IND 96th
- IND 401(k)
- IND near Edison Chouest Offshore Retirement Plan
- IND ind #16346
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 →
Community Hospital of the Monterey Peninsula Tax-Sheltered Annuity Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $339M |
|---|---|
| Net Assets (End of Year) | $381M |
| Net Income | $42M |
| Employer EIN | 940760193 |
| Plan Effective Date | 1999-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Community Hospital of the Monterey Peninsula)
Sponsor-wide plan assets over time
All Community Hospital of the Monterey Peninsula plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.2B 25.782755404576672% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 4,761 | $980M |
| 2023 | 3 | 4,891 | $1.1B |
| 2024 | 3 | 5,327 | $1.2B |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Community Hospital of the Monterey Peninsula Tax-Sheltered Annuity Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Edison Chouest Offshore Retirement Plan in LA ($381M); by covered participants it is Harley-Davidson Retirement Savings Plan for Salaried Employees in WI (2,825 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($381M here).
- Edison Chouest Offshore Retirement Plan (LA) $381M · 4,557
- Debevoise & Plimpton LLP Cash or Deferred Plan for Partners and Staff (NY) $381M · 763
- Vestas America Holding, Inc. 401(k) Plan (OR) $381M · 3,713
- Brookshire's Employee Stock Ownership and 401(k) Plan (TX) $381M · 10,742
Similar participant headcount
Nearest other-state filings by covered participants (2,825 participants); asset peers above are excluded.
- Harley-Davidson Retirement Savings Plan for Salaried Employees (WI) 2,825 · 0 off
- Firstbank 401(k) Retirement Plan for Residents of Puerto Rico (PR) 2,826 · 1 off
- Groundworks Operations, LLC 401(k) Plan (VA) 2,824 · 1 off
- Rise Inc. 403(b) Employee Retirement Plan (AZ) 2,826 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.