Stanford Health Care pension plans

Stanford Health Care, Stanford, CA. EIN 94-6174066. Annual reports 2009–2025. Also filed as Stanford Hospital and Clinics.

Stanford Health Care has 2 active retirement plans on file. The largest is the Stanford Health Care Retirement Savings Plan, with 40,546 participants and $8.6 billion in assets in 2025. Fidelity has been its recordkeeper since 2019.

Active plans
2
Participants
40,807
Plan assets
$8.6 billion
401(k) recordkeeper
Fidelity
Plans on file
4
Industry
Health care

All 4 plans

Active plans first

Stanford Health Care Retirement Savings Plan

403(b)Active

Active. The plan filed its annual report for the 2025 plan year.

Plan number
002Employer EIN 94-6174066
Participants (2025)
40,546
Net assets (2025)
$8.6 billion
Recordkeeper
FidelityEarlier: Transamerica (2011–2018), Fidelity (2009–2010)
Plan administrator
Stanford Health Care
300 Pasteur Drive, Mc 5513
Stanford, CA 94305
(650) 498-5349As filed for 2025
In effect since
March 1, 1981

Plans merged into this one: Stanford Health Care Tax-Deferred Annuity Plan (2014).

Earlier sponsor: Stanford Hospital and Clinics (2009–2013).

Earlier plan names: Stanford Hospital and Clinics Retirement Plan.

Year by year, 2009 to 2025
Plan yearParticipantsNet assetsRecordkeeper
202540,546$8.6 billionFidelity
202439,275$6.9 billionFidelity
202337,643$5.8 billionFidelity
202235,212$4.5 billionFidelity
202132,621$5.1 billionFidelity
202030,083$4.3 billionFidelity
201927,746$3.6 billionFidelity
201825,885$2.8 billionTransamerica
201725,759$2.9 billionTransamerica
201624,749$2.4 billionTransamerica
201522,994$2.1 billionTransamerica
201419,500$2.1 billionTransamerica
201314,196$1.3 billionTransamerica
201213,647$1.0 billionTransamerica
201113,349$874 millionTransamerica
201013,207$810 millionFidelity
200912,732$668 millionFidelity

The Committee for the Recognition of Nursing Achievement (Crona) Section 403(b) Retirement Plan

403(b)Active

Active. The plan filed its annual report for the 2025 plan year.

Plan number
004Employer EIN 94-6174066
Participants (2025)
261
Net assets (2025)
$61.0 million
Recordkeeper
Capital Group (American Funds)Earlier: Capital Bank and Trust (2010–2011)
Plan administrator
Stanford Health Care
300 Pasteur Drive, Mc 5513
Stanford, CA 94305
(650) 498-5349As filed for 2025
In effect since
January 1, 1989

Earlier sponsor: Stanford Hospital and Clinics (2009–2013).

Earlier plan names: The Crona Section 403(b) Retirement Plan; Stanford Hospital and Clinics and Crona Section 403(b) Retirement Plan.

Year by year, 2009 to 2025
Plan yearParticipantsNet assetsRecordkeeper
2025261$61.0 millionCapital Group (American Funds)
2024279$54.3 millionCapital Group (American Funds)
2023305$51.1 millionCapital Group (American Funds)
2022328$45.2 millionCapital Group (American Funds)
2021356$61.9 millionCapital Group (American Funds)
2020383$57.9 millionCapital Group (American Funds)
2019407$52.4 millionnot listed
2018449$47.6 millionnot listed
2017494$56.4 millionnot listed
2016546$52.9 millionnot listed
2015585$55.7 millionnot listed
2014618$59.8 millionnot listed
2013678$62.4 millionnot listed
2012735$54.9 millionnot listed
2011807$53.8 millionCapital Bank and Trust
2010850$57.8 millionCapital Bank and Trust
2009917$54.8 millionnot listed

Stanford Health Care Staff Pension Plan

Pension (defined benefit), frozenClosed

Closed. The plan filed its final annual report for 2024, which means its assets were paid out or moved and it no longer exists.

Plan number
006Employer EIN 94-6174066
Participants (2023)
1,545
Net assets (2023)
$135 million
Administered by
Vanguard2015–2024
Plan administrator
Stanford Health Care
300 Pasteur Drive, Mc 5513
Stanford, CA 94305
(650) 498-5349As filed for 2024
In effect since
January 1, 1949

Earlier sponsor: Stanford Hospital and Clinics (2009–2013).

Earlier plan names: Stanford Hospital and Clinics Staff Pension Plan.

Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
20240$0Vanguard
20231,545$135 millionVanguard
20222,076$155 millionVanguard
20212,096$208 millionVanguard
20202,133$219 millionVanguard
20192,165$196 millionVanguard
20182,191$167 millionVanguard
20173,593$234 millionVanguard
20163,633$180 millionVanguard
20153,685$178 millionVanguard
20144,182$212 millionnot listed
20134,246$194 millionnot listed
20124,305$187 millionnot listed
20114,358$169 millionnot listed
20104,395$147 millionnot listed
20094,494$121 millionnot listed

Stanford Health Care Tax-Deferred Annuity Plan

403(b)Merged

Merged. In 2014 its assets moved to the Stanford Health Care Retirement Savings Plan, sponsored by Stanford Health Care (EIN 94-6174066, plan 002). Accounts moved with them, so that plan is the one to contact.

Plan number
003Employer EIN 94-6174066
Participants (2013)
16,562
Net assets (2013)
$597 million
Recordkeeper
TransamericaEarlier: Fidelity (2009–2010)
Plan administrator
Stanford Health Care
300 Pasteur Drive, Mc 5513
Stanford, CA 94305
(650) 498-5349As filed for 2014
In effect since
September 1, 1972

Earlier sponsor: Stanford Hospital and Clinics (2009–2013).

Earlier plan names: Stanford Hospital and Clinics Tax-Deferred Annuity Plan.

Year by year, 2009 to 2014
Plan yearParticipantsNet assetsRecordkeeper
20140$0Transamerica
201316,562$597 millionTransamerica
201215,730$489 millionTransamerica
201115,010$417 millionTransamerica
201014,530$403 millionFidelity
200914,219$336 millionFidelity

If you had money in one of these plans

  1. Call Fidelity (fidelity.com), which runs the Stanford Health Care Retirement 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.
  2. Or call the plan administrator listed on the plan below ((650) 498-5349). That number was filed for 2025; ask for the benefits or retirement plan office.
  3. If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
  4. If your plan closed, unclaimed balances usually went to an IRA in your name, to the PBGC's missing participants program, or to state unclaimed property. Here is how to check each one.
  5. 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

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

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