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Employers › California

Employer · plans filed under one EIN

Torrance Health Association

Torrance, 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.

$958Mnet assets across plans
15,493participant records11,352 active
$23.9Memployer contributions, latest plan years$2,107 per active record
$1.9MSchedule C compensation to organisations$125.68 per participant record

Torrance Health Association, based in Torrance, California, sponsors 3 retirement plans with 100 or more participants: 2 defined contribution and 1 defined benefit. Together they reported 15,493 participant records and $958M in net assets.

The largest is Torrance Health Association 403(b) Plan, a 403(b) plan with 6,375 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 $23.9M and participant contributions $26.9M in the latest plan years; benefits paid were $56.2M. Schedule C compensation reported to service provider organisations totalled $1.9M.

Combined net assets moved from $150M in 2009 to $958M in 2024 (up 537%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Torrance Health Association 403(b) Plan403(b) plan20246,375$406M$63,697$0$477K
The Torrance Health Association Inc. 401(a) Planprofit-sharing plan20246,264$115M$18,387$4,596$178K
Torrance Health Association Employees Retirement Plandefined benefit pension plan20242,854$436M$152,881—$1.3M
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: $150M2010: $291M2011: $313M2012: $362M2013: $424M2014: $450M2015: $461M2016: $535M2017: $615M2018: $623M2019: $730M2020: $810M2021: $899M2022: $785M2023: $887M2024: $958M$150M$958M20092012201620202024
Combined net assets
2009: 4,0742010: 8,3622011: 7,9422012: 8,4972013: 8,4852014: 9,0302015: 10,1952016: 10,7012017: 11,0552018: 13,3022019: 13,2642020: 13,6522021: 13,8992022: 14,5352023: 15,1612024: 15,4934,07415,49320092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
2024315,493$958M$23.9M$26.9M
2023315,161$887M$18.7M$25.7M
2022314,535$785M$18.2M$23.9M
2021313,899$899M$18.0M$22.3M
2020313,652$810M$15.6M$21.0M
2019313,264$730M$15.7M$18.8M
2018313,302$623M$45.4M$18.8M
2017311,055$615M$21.0M$15.4M
2016310,701$535M$48.1M$15.5M
2015310,195$461M$16.0M$13.0M
201439,030$450M$17.1M$11.8M
201338,485$424M$14.8M$11.1M
201238,497$362M$19.5M$10.2M
201127,942$313M$28.8M$9.1M
201028,362$291M$8.8M$9.4M
200914,074$150M$15.5M$0

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
Lincoln National CorporationContract Administrator1$435,260
Loomis Sayles—1$181,330
Lincoln National CorporationContract Administrator1$167,087
Payden & Rygel—1$146,256
Clearbridge Investments, LLC—1$123,796
Zacks—1$113,617
Nuveen—1$111,502
Lazard Asset Management, LLC—1$106,331
MercerActuarial1$102,950
Guardian FinancialInvestment advisory (plan)1$100,000
Eagle Asset ManagementInvestment management1$82,448
Renaissance—1$68,713
Reinhart Partners—1$56,393
Charles SchwabTrustee (directed)1$56,058
Commercial Support ServicesContract Administrator2$23,163

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

Lincoln National Corporation$435K
Loomis Sayles$181K
Lincoln National Corporation$167K
Payden & Rygel$146K
Clearbridge Investments, LLC$124K
Zacks$114K
Nuveen$112K
Lazard Asset Management, LLC$106K

Questions and answers

How many retirement plans does Torrance Health Association have?

3 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Torrance Health Association 403(b) Plan, The Torrance Health Association Inc. 401(a) Plan and Torrance Health Association Employees Retirement Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Torrance Health Association contribute to its plans?

$23,918,983 in employer contributions across these plans in their latest plan years, about $2,107 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 Lincoln National Corporation, Loomis Sayles, Lincoln National Corporation and Payden & Rygel 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.