401(k) · DOL Form 5500 · 2024

Community Hospital of the Monterey Peninsula 401(k) Plan

Data updated 2026-08-11

$381M
Total assets: 2,825
Participants: 96th
Percentile by assets: $134,845
Avg per participant

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.

96th percentile by assets (of 123,622 plans)
#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.

$381M
total plan assets (2024 EOY): 2,825
covered participants: 96th
percentile by assets (of 123,622 plans): $134,845
avg assets per participant

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.

See the national 2023→2024 release diff →

State

California

Industry

Healthcare & Social Assistance

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Community Hospital of the Monterey Peninsula Tax-Sheltered Annuity Plan reports 2,825 participants - 4.5x that state average ($381M EOY assets).

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)

Total plan assets by year, all Community Hospital of the Monterey Peninsula plans on file

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.

Community Hospital of the Monterey Peninsula Tax-Sheltered Annuity Plan vs. nearby 401(k) plans in California, assets vs. participants

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

Compare Community Hospital of the Monterey Penin… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Community Hospital of the Monterey Peninsula Tax-Sheltered Annuity Plan by total assets, not by location.

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

Frequently Asked Questions

How did Community Hospital of the Monterey Peninsula Tax-Sheltered Annuity Plan assets move in 2024? ▼

Community Hospital of the Monterey Peninsula Tax-Sheltered Annuity Plan grew at a solid clip - up 12.4% during 2024, from $339M to $381M. Reported net income was $42M.

How have Community Hospital of the Monterey Peninsula plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Community Hospital of the Monterey Peninsula's sponsor-wide assets grew 25.8%, from $980M to $1.2B.

Where does Community Hospital of the Monterey Peninsula Tax-Sheltered Annuity Plan rank by assets among Form 5500 filers? ▼

Community Hospital of the Monterey Peninsula Tax-Sheltered Annuity Plan ranks in the 96th 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 401(k) plans are similar in size to Community Hospital of the Monterey Peninsula Tax-Sheltered Annuity Plan? ▼

Among 401(k) plans in other states, the closest by assets is Edison Chouest Offshore Retirement Plan in LA ($381M, 4,557 participants).

Next read for Community Hospital of the Monterey Penin…

Filing takeaways

Ways to act on Community Hospital of the Monterey Peninsula Tax-Sheltered Annuity Plan's numbers.

By total assets, Community Hospital of the Monterey Peninsula Tax-Sheltered Annuity Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
Community Hospital of the Monterey Peninsula's sponsor-wide assets have grown 25.8% 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 940760193.