My Plan Facts

Employers › California

Employer · plans filed under one EIN

Scripps Health

San Diego, 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.

$2.06Bnet assets across plans
42,103participant records35,170 active
$61.7Memployer contributions, latest plan years$1,755 per active record
$1.4MSchedule C compensation to organisations$33.36 per participant record

2 retirement plans with 100 or more participants file Form 5500 under Scripps Health's employer identification number (San Diego, California). Their latest filings total 42,103 participant records and $2.06B in net assets.

The largest is Scripps Health Retirement Savings Plan, a money purchase plan with 22,737 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 $61.7M and participant contributions $127M in the latest plan years; benefits paid were $191M. Schedule C compensation reported to service provider organisations totalled $1.4M.

Combined net assets moved from $291M in 2009 to $2.06B in 2024 (up 609%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Scripps Health Retirement Savings Planmoney purchase plan202422,737$1.33B$58,502$3,474$1.2M
Scripps Health 403(b) Plan403(b) plan202419,366$729M$37,629$0$194K
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: $291M2010: $405M2011: $474M2012: $602M2013: $773M2014: $875M2015: $911M2016: $989M2017: $1.18B2018: $1.11B2019: $1.34B2020: $1.53B2021: $1.76B2022: $1.50B2023: $1.81B2024: $2.06B$291M$2.06B20092012201620202024
Combined net assets
2009: 14,1682010: 27,1512011: 26,2852012: 28,6412013: 29,9472014: 28,5912015: 31,0372016: 33,3262017: 34,5762018: 35,4532019: 35,2232020: 36,9532021: 37,7482022: 38,7192023: 40,6472024: 42,10314,16842,10320092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
2024242,103$2.06B$61.7M$127M
2023240,647$1.81B$57.3M$117M
2022238,719$1.50B$51.5M$105M
2021237,748$1.76B$49.0M$99.9M
2020236,953$1.53B$44.5M$85.9M
2019235,223$1.34B$42.4M$79.6M
2018235,453$1.11B$39.9M$74.8M
2017234,576$1.18B$39.5M$72.4M
2016233,326$989M$37.5M$68.1M
2015231,037$911M$37.6M$66.7M
2014228,591$875M$35.9M$60.9M
2013229,947$773M$34.9M$58.2M
2012228,641$602M$33.9M$54.8M
2011226,285$474M$31.4M$49.9M
2010227,151$405M$29.0M$28.6M
2009114,168$291M$26.3M$18.8M

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
Fidelity Investments InstitutionalParticipant loan processing2$940,738
Strategic Advisors, Inc.Investment advisory (plan)2$388,120
Ernst & Young LLPAccounting (including auditing)2$70,456
L+l PrintersOther services1$5,134

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

Fidelity Investments Institutional$941K
Strategic Advisors, Inc.$388K
Ernst & Young LLP$70K
L+l Printers$5,134

Questions and answers

How many retirement plans does Scripps Health have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Scripps Health Retirement Savings Plan and Scripps Health 403(b) Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Scripps Health contribute to its plans?

$61,724,575 in employer contributions across these plans in their latest plan years, about $1,755 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 Fidelity Investments Institutional, Strategic Advisors, Inc., Ernst & Young LLP and L+l Printers. 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.