Hoag Memorial Hospital Presbyterian 401(k) Plan: Login, Facts & Contact Information

Hoag Memorial Hospital Presbyterian 401(k) Plan Facts

Plan name
HOAG SHELTERED SAVINGS PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
HOAG MEMORIAL HOSPITAL PRESBYTERIAN
Participants
11,017 (9,204 active employees)
Former employees with a balance
2,401
Plan assets
$1,253,760,432 at Dec 31, 2024
Average account balance
$109,042 across 11,498 accounts
Employer contributions
$40,132,887 in plan year 2024 (32% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1985
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 6, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $127.0 million went into the plan in contributions, $40.1 million of it from the employer (32%).
  • $96.9 million was paid out to participants.
  • Investment and other income added $160.7 million.
  • Administrative expenses were $525,452, about $46 per account.

How the Hoag Memorial Hospital Presbyterian 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20197,640$787.5 million$23.1 million$42.5 million
20208,191$904.6 million$24.9 million$68.4 million
20218,270$1.02 billion$27.3 million$104.3 million
20229,513$853.2 million$31.2 million$75.5 million
202310,444$1.06 billion$36.4 million$68.8 million
202411,017$1.25 billion$40.1 million$96.9 million

Hoag Memorial Hospital Presbyterian 401(k) Contact Information

Phone
949-764-4448
Mailing address
P.O. BOX 6100 ONE HOAG DRIVE, NEWPORT BEACH CA 926634162
Plan sponsor
HOAG MEMORIAL HOSPITAL PRESBYTERIAN
Employer identification number (EIN)
95-1643327
Plan number
005

Questions about the Hoag Memorial Hospital Presbyterian 401(k)

Does Hoag Memorial Hospital Presbyterian contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $40.1 million, 32% of all contributions.

Does the Hoag Memorial Hospital Presbyterian 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Hoag Memorial Hospital Presbyterian 401(k) plan?

11,017 participants at the start of plan year 2024, 9,204 of them active employees, and 2,401 former employees who still had money in the plan.

What is the average 401(k) balance at Hoag Memorial Hospital Presbyterian?

About $109,042 per account: $1.25 billion in plan assets across 11,498 accounts with a balance at the end of plan year 2024.

Who manages the Hoag Memorial Hospital Presbyterian 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Hoag Memorial Hospital Presbyterian. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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