Other · DOL Form 5500 · 2024

San Gorgonio Memorial Hospital Retirement Plan

Data updated 2026-07-24

$37M
Total assets: 556
Participants: 80th
Percentile by assets: $66,324
Avg per participant

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.

80th percentile by assets (of 116,472 plans)

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.

$37M
total plan assets (2024 EOY): 556
covered participants: 80th
percentile by assets (of 116,472 plans): $66,324
avg assets per participant

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.

See the national 2023→2024 release diff →

State

California

Industry

Healthcare & Social Assistance

San Gorgonio Memorial Hospital Tax Sheltered vs the 2024 asset distribution

By assets, San Gorgonio Memorial Hospital Tax Sheltered outranks 80% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.4x the national average plan size of $100M (730 average participants).

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)

Total plan assets by year, all San Gorgonio Memorial Hospital plans on file

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.

San Gorgonio Memorial Hospital Tax Sheltered vs. nearby Other plans in California, assets vs. participants

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

Compare San Gorgonio Memorial Hospital Tax Shelt… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to San Gorgonio Memorial Hospital Tax Sheltered by total assets, not by location.

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

Frequently Asked Questions

How did San Gorgonio Memorial Hospital Tax Sheltered assets move in 2024? ▼

San Gorgonio Memorial Hospital Tax Sheltered grew at a solid clip - up 11.5% during 2024, from $33M to $37M. Reported net income was $4M.

How have San Gorgonio Memorial Hospital plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), San Gorgonio Memorial Hospital's sponsor-wide assets grew 26.1%, from $29M to $37M.

Where does San Gorgonio Memorial Hospital Tax Sheltered rank by assets among Form 5500 filers? ▼

San Gorgonio Memorial Hospital Tax Sheltered ranks in the 80th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).

Which Other plans are similar in size to San Gorgonio Memorial Hospital Tax Sheltered? ▼

Among Other plans in other states, the closest by assets is Tax Sheltered Annuity Plan for the Staff Employees of the Boston Symphony Orchestra, Inc. in MA ($37M, 170 participants).

Next read for San Gorgonio Memorial Hospital Tax Shelt…

Scale reading

Ways to act on San Gorgonio Memorial Hospital Tax Sheltered's numbers.

By total assets, San Gorgonio Memorial Hospital Tax Sheltered ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Other plans in California. Compare plans
San Gorgonio Memorial Hospital's sponsor-wide assets have grown 26.1% 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 330420041.

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.