Hoag Memorial Hospital Presbyterian 401(k) plan

Hoag Memorial Hospital Presbyterian, Newport Beach, CA. EIN 95-1643327. Annual reports 2009–2024.

Hoag Memorial Hospital Presbyterian has one active retirement plan on file, the Hoag Sheltered Savings Plan, with 11,699 participants and $1.3 billion in assets in 2024. Fidelity has been its recordkeeper since 2021. No traditional pension plan appears in Hoag Memorial Hospital Presbyterian's filings since 2009.

Active plans: 1
Participants: 11,699
Plan assets: $1.3 billion
401(k) recordkeeper: Fidelity
Plans on file: 1
Industry: Health care

The plan

Hoag Sheltered Savings Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 005Employer EIN 95-1643327
Participants (2024): 11,699
Net assets (2024): $1.3 billion
Recordkeeper: FidelityEarlier: Empower (2016–2020), Prudential (2015), Empower (2009–2014)
Plan administrator: Hoag Memorial Hospital Presbyterian
P.O. Box 6100, One Hoag Drive
Newport Beach, CA 92663
(949) 764-4448As filed for 2024
In effect since: January 1, 1985

Earlier plan names: Hoag Memorial Hospital Presbyterian.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	11,699	$1.3 billion	Fidelity
2023	11,017	$1.1 billion	Fidelity
2022	10,444	$853 million	Fidelity
2021	9,513	$1.0 billion	Fidelity
2020	8,270	$905 million	Empower
2019	8,191	$788 million	Empower
2018	7,557	$632 million	Empower
2017	7,259	$645 million	Empower
2016	6,687	$540 million	Empower
2015	6,217	$489 million	Prudential
2014	5,835	$471 million	Empower
2013	5,993	$439 million	Empower
2012	6,155	$356 million	Empower
2011	5,483	$311 million	Empower
2010	4,818	$300 million	Empower
2009	4,558	$255 million	Empower

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Hoag Sheltered Savings Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((949) 764-4448). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Hoag Sheltered Savings Plan

If you had money in one of these plans

What these numbers are

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