Other · DOL Form 5500 · 2024
Childrens Hospital and Research Center at Oakland Retirement Plan
Data updated 2026-08-25
- $431M
- Total assets Above avg plan size
- 2,737
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $157,312
- Avg per participant Above avg balance/head
Official DOL plan name: 403(b) Savings Plan for Children's Hospital & Research Center Oakland · Sponsored by Childrens Hospital and Research Center at Oakland · California · Healthcare & Social Assistance
$431M in assets, 2,737 participants
Childrens Hospital and Research Center at Oakland's 403(b) Savings Plan for Children's Hospital & Research Center Oakland reported $431M in total assets and 2,737 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- #16,394 in Healthcare & Social Assistance (16,916 peers)
Coverage in California
403(b) Savings Plan for Children's Hospital & Research Center Oakland covers 2,737 participants in California, 4.3x the typical California plan (state average ~630 per filing). Assets: $431M.
- #16,394
- in Healthcare & Social Assistance (16,916 peers)
- +10.2%
- assets growth YoY
- 4.3×
- vs typical plan assets (national mean)
403(b) Savings Plan for Children's Hospital & Research Center Oakland's outsized position by total assets
403(b) Savings Plan for Children's Hospital & Research Center Oakland vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$430,563,660 Top 3% higher than 97% 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
403(b) Savings Plan for Children's Hospital & Research Center Oakland'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. 403(b) Savings Plan for Children's Hospital & Research Center Oakland lands in the large band (2,737 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 403(b) Savings Plan for Children's Hospital & Research Center Oakland end-of-year assets rose from $391M in the plan year 2023 filing to $431M in the plan year 2024 filing.
- 403(b) Savings Plan for Children's Hospital & Research Center Oakland reported participants fell from 2,765 in the plan year 2023 filing to 2,737 in the plan year 2024 filing.
- 403(b) Savings Plan for Children's Hospital & Research Center Oakland reported net income rose from $40M in the plan year 2023 filing to $40M in the plan year 2024 filing.
DOL schedule card
Filing strip 940382330 · Childrens Hospital and Research Center at Oakland PY 2024 · Other
403(b) Savings Plan for Children's Hospital & Research Center Oakland · $431M · 2,737 · 97th
- EIN $431M
- RANK 2,737
- PHOTO 97th
- IND Other
- EOY near Jefferson Health Northeast 403(b) Plan
- 5500 ind #16394
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 →
403(b) Savings Plan for Children's Hospital & Research Center Oakland in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $391M |
|---|---|
| Net Assets (End of Year) | $431M |
| Net Income | $40M |
| Employer EIN | 940382330 |
| Plan Effective Date | 1970-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Childrens Hospital and Research Center at Oakland)
Sponsor-wide plan assets over time
All Childrens Hospital and Research Center at Oakland plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.2B 26.060625283371785% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 4,627 | $943M |
| 2023 | 4 | 4,845 | $1.1B |
| 2024 | 4 | 4,737 | $1.2B |
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
403(b) Savings Plan for Children's Hospital & Research Center Oakland's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Jefferson Health Northeast 403(b) Plan in PA ($428M); by covered participants it is Jax 403(b) Retirement Plan in ME (2,735 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($431M here).
- Jefferson Health Northeast 403(b) Plan (PA) $428M · 4,450
- The University of Tulsa Defined Contribution Retirement Plan (OK) $427M · 1,162
- Atlanticare 403(b) Retirement Plan (NJ) $434M · 6,265
- Mutual of America Life Insurance Company Savings Plan (NY) $435M · 1,051
Similar participant headcount
Nearest other-state filings by covered participants (2,737 participants); asset peers above are excluded.
- Jax 403(b) Retirement Plan (ME) 2,735 · 2 off
- Riverside Healthcare 403(b) Retirement Plan (IL) 2,746 · 9 off
- Sheet Metal Workers Local Union No 20 Defined Contribution Pension Plan (IN) 2,725 · 12 off
- Association of University Physicians Tda Plan (WA) 2,723 · 14 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.