Other · DOL Form 5500 · 2024
San Gorgonio Memorial Hospital Retirement Plan
Data updated 2026-08-25
- $37M
- Total assets Below avg plan size
- 556
- Participants Below avg headcount
- 80th
- Percentile by assets National rank
- $66,324
- Avg per participant Below avg balance/head
Official DOL plan name: San Gorgonio Memorial Hospital Tax Sheltered · Sponsored by San Gorgonio Memorial Hospital · California · Healthcare & Social Assistance
$37M in assets, 556 participants
San Gorgonio Memorial Hospital's San Gorgonio Memorial Hospital Tax Sheltered reported $37M in total assets and 556 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.
- #14,062 in Healthcare & Social Assistance (16,916 peers)
Where San Gorgonio Memorial Hospital Tax Sheltered sits by assets
San Gorgonio Memorial Hospital Tax Sheltered sits in the top quartile of all filed plans by assets, $37M for 556 participants (~$66,324/participant), up 11.5% in 2024.
- #14,062
- in Healthcare & Social Assistance (16,916 peers)
- +11.5%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
San Gorgonio Memorial Hospital Tax Sheltered's outsized position by total assets
San Gorgonio Memorial Hospital Tax Sheltered vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$36,876,353 Top 20% higher than 80% 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
San Gorgonio Memorial Hospital Tax Sheltered 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. San Gorgonio Memorial Hospital Tax Sheltered sits mid-pack in the medium band (556 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- San Gorgonio Memorial Hospital Tax Sheltered end-of-year assets rose from $33M in the plan year 2023 filing to $37M in the plan year 2024 filing.
- San Gorgonio Memorial Hospital Tax Sheltered reported participants fell from 597 in the plan year 2023 filing to 556 in the plan year 2024 filing.
- San Gorgonio Memorial Hospital Tax Sheltered reported net income rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 330420041 · San Gorgonio Memorial Hospital PY 2024 · Other
San Gorgonio Memorial Hospital Tax Sheltered · $37M · 556 · 80th
- 5500 $37M
- 5500 556
- 5500 80th
- 5500 Other
- 5500 near Tax Sheltered Annuity Plan for the Staff Employees of the Boston Symphony Orchestra, Inc.
- 5500 ind #14062
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 →
San Gorgonio Memorial Hospital Tax Sheltered in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $33M |
|---|---|
| Net Assets (End of Year) | $37M |
| Net Income | $4M |
| Employer EIN | 330420041 |
| Plan Effective Date | 1985-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (San Gorgonio Memorial Hospital)
Sponsor-wide plan assets over time
All San Gorgonio Memorial Hospital plans reported in each filing year
- Latest sponsor-wide plan assets
- $37M 26.12780801503833% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 624 | $29M |
| 2023 | 1 | 597 | $33M |
| 2024 | 1 | 556 | $37M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $12.6B · 22,753
- Sutter Health 403(b) Savings Plan $7.6B · 54,954
- Stanford Health Care Retirement Savings Plan $6.9B · 24,152
- Caltech Base Retirement Plan $5.2B · 10,970
- University of Southern California Tax-Deferred Annuity Plan $4.8B · 20,886
San Gorgonio Memorial Hospital Tax Sheltered's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Tax Sheltered Annuity Plan for the Staff Employees of the Boston Symphony Orchestra, Inc. in MA ($37M); by covered participants it is Bloodworks Northwest Supplemental Retirement Account in WA (556 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($37M here).
- Tax Sheltered Annuity Plan for the Staff Employees of the Boston Symphony Orchestra, Inc. (MA) $37M · 170
- Northwestern Counseling and Support Services Tax Deferred Annuity (VT) $37M · 455
- Friends University DC and Tda Plan (KS) $37M · 549
- The Musical Arts Association 403(b) Retirement Plan (OH) $37M · 224
Similar participant headcount
Nearest other-state filings by covered participants (556 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.