My Plan Facts

Employers › California

Employer · plans filed under one EIN

San Antonio Regional Hospital

Upland, CA · Health care and social assistance

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$274Mnet assets across plans
3,982participant records2,690 active
$7.8Memployer contributions, latest plan years$2,887 per active record
$1.6MSchedule C compensation to organisations$397.41 per participant record

San Antonio Regional Hospital, based in Upland, California, sponsors 2 retirement plans with 100 or more participants: 1 defined contribution and 1 defined benefit. Together they reported 3,982 participant records and $274M in net assets.

The largest is San Antonio Regional Hospital Savings Plan, a 401(k) plan with 3,156 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $7.8M and participant contributions $15.0M in the latest plan years; benefits paid were $23.6M. Schedule C compensation reported to service provider organisations totalled $1.6M.

Combined net assets moved from $106M in 2009 to $274M in 2024 (up 158%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
San Antonio Regional Hospital Savings Plan401(k) plan20243,156$199M$62,980$1,764$344K
San Antonio Regional Hospital Retirement Plandefined benefit pension plan2024826$75.0M$90,847$10,976$1.2M
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: $106M2010: $119M2011: $133M2012: $146M2013: $153M2014: $168M2015: $171M2016: $185M2017: $210M2018: $204M2019: $239M2020: $275M2021: $297M2022: $219M2023: $251M2024: $274M$106M$297M$274M20092012201620202024
Combined net assets
2009: 2,6412010: 2,5422011: 2,6272012: 3,6842013: 3,5192014: 3,5642015: 3,5632016: 3,6802017: 3,8272018: 3,9222019: 3,8702020: 3,8202021: 3,8912022: 3,9112023: 4,0112024: 3,9822,6414,0113,98220092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
202423,982$274M$7.8M$15.0M
202324,011$251M$6.8M$13.7M
202223,911$219M$6.6M$12.1M
202123,891$297M$6.8M$11.5M
202023,820$275M$11.6M$10.7M
201923,870$239M$11.8M$10.3M
201823,922$204M$11.3M$9.0M
201723,827$210M$10.9M$8.0M
201623,680$185M$10.3M$7.0M
201523,563$171M$12.4M$6.3M
201423,564$168M$7.1M$5.7M
201323,519$153M$6.7M$5.2M
201223,684$146M$10.4M$3.6M
201122,627$133M$13.9M$1.3M
201022,542$119M$10.8M$1.1M
200922,641$106M$11.2M$975K

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Pension Benefit Guaranty Corp.—1$682,329
Willis Towers WatsonActuarial1$437,725
Lincoln National CorporationContract Administrator1$325,673
Northern TrustTrustee (bank, trust company, or similar financial institution)1$61,354
Ernst & Young US LLPAccounting (including auditing)1$45,500
SageViewInvestment advisory (plan)1$18,622
BlackRockInvestment management1$10,554
State Street Research & MGMT Co.Investment management1$729

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Pension Benefit Guaranty Corp.$682K
Willis Towers Watson$438K
Lincoln National Corporation$326K
Northern Trust$61K
Ernst & Young US LLP$46K
SageView$19K
BlackRock$11K
State Street Research & MGMT Co.$729

Questions and answers

How many retirement plans does San Antonio Regional Hospital have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: San Antonio Regional Hospital Savings Plan and San Antonio Regional Hospital Retirement Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does San Antonio Regional Hospital contribute to its plans?

$7,765,387 in employer contributions across these plans in their latest plan years, about $2,887 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Pension Benefit Guaranty Corp., Willis Towers Watson, Lincoln National Corporation and Northern Trust and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.