Original filing (PDF)20250730121541NAL0002334083001

POMONA VALLEY HOSPITAL MEDICAL CENTER

Name: POMONA VALLEY HOSPITAL MEDICAL CENTER — POMONA VALLEY HOSPITAL MEDICAL CENTER RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: POMONA VALLEY HOSPITAL MEDICAL CENTER

Form 5500

FILING_RECEIVED

POMONA VALLEY HOSPITAL MEDICAL CENTER RETIREMENT SAVINGS PLAN

403(b) retirement plan

Signals · 2

94% employer stockCorrective distributions issued

Active participants

4,018

Accounts w/ balance

4,318

Plan assets (EOY)

$594.2M

Net assets (EOY)

$594.2M

How this plan invests

This plan

202 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (20th percentile).

Helping the score

Below-peer total plan cost (85th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for POMONA VALLEY HOSPITAL MEDICAL CENTER.

Plan sponsor

Name

POMONA VALLEY HOSPITAL MEDICAL CENTER

EIN

95-1115230

Address

1798 NORTH GAREY AVENUE · POMONA, CA · 917672918

Phone

(909) 469-9397

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-30

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

2R · Participant-directed brokerage (SDBA)

2A · Age/service weighted or new comparability

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
LINCOLN NATIONAL CORPORATION	35-1140070	—	SERVICE PROVIDER	$42K	—

Data / Research / Other vendors

Name	EIN	Location	Relation	Direct comp	Indirect comp
MORNINGSTAR	36-3297908	—	SERVICE PROVIDER	$23K	—

Investments

202 direct securities· $568.6M(96% of reported assets)

Common Stock

$537.0M

198 holdings

Other securities

$31.0M

1 holding

Cash / Money Market

$634K

2 holdings

Agency / Mortgage-Backed

$29K

1 holding

					% of plan
Lincoln Fin. Grp. Trust Co., Inc. Lincoln Stable Value Account	Common Stock	—	—	$82.5M	13.9%
Lincoln Fin. Grp. Trust Co., Inc. Vanguard 500 Index Admiral Class	Common Stock	—	—	$54.5M	9.2%
Lincoln Fin. Grp. Trust Co., Inc. T. Rowe Price Retirement 2040	Common Stock	—	—	$37.5M	6.3%
Lincoln Fin. Grp. Trust Co., Inc. JP Morgan Large Cap Growth Class R4	Common Stock	—	—	$36.7M	6.2%
Lincoln Fin. Grp. Trust Co., Inc. T. Rowe Price Retirement 2035	Common Stock	—	—	$31.6M	5.3%
contract loan reserves	Other securities	—	—	$31.0M	5.2%
Lincoln Fin. Grp. Trust Co., Inc. T. Rowe Price Retirement 2045	Common Stock	—	—	$28.8M	4.8%
Lincoln Fin. Grp. Trust Co., Inc. T. Rowe Price Retirement 2030	Common Stock	—	—	$24.6M	4.1%
Lincoln Fin. Grp. Trust Co., Inc. T. Rowe Price Retirement 2050	Common Stock	—	—	$18.8M	3.2%
Lincoln Fin. Grp. Trust Co., Inc. AM Funds American Mutual Class R4	Common Stock	—	—	$17.7M	3.0%
Lincoln Fin. Grp. Trust Co., Inc. T. Rowe Price Retirement 2055	Common Stock	—	—	$12.4M	2.1%
Lincoln Fin. Grp. Trust Co., Inc. T. Rowe Price Retirement 2025	Common Stock	—	—	$11.5M	1.9%
Lincoln Fin. Grp. Trust Co., Inc. T. Rowe Price Retirement 2005	Common Stock	—	—	$11.5M	1.9%
Lincoln Fin. Grp. Trust Co., Inc. PIMCO Total Return Class A	Common Stock	—	—	$9.8M	1.7%
Lincoln Fin. Grp. Trust Co., Inc. Vanguard Mid Cap Index Adm Shares	Common Stock	—	—	$9.5M	1.6%
Lincoln Fin. Grp. Trust Co., Inc. AM Funds American Balanced Class R4	Common Stock	—	—	$9.2M	1.5%
value Investments - * Lincoln Fin. Grp. Trust Co., Inc. Vanguard Small Cap Index Adm Shares	Common Stock	—	—	$9.0M	1.5%
Lincoln Fin. Grp. Trust Co., Inc. AM Funds New Perspective Class R4	Common Stock	—	—	$8.3M	1.4%
Fidelity Mgmt. Trust Co. Fid Contrafund	Common Stock	—	—	$8.1M	1.4%
Lincoln Fin. Grp. Trust Co., Inc. Hood River Small Cap Growth Investor Shares	Common Stock	—	—	$7.9M	1.3%
Lincoln Fin. Grp. Trust Co., Inc. T. Rowe Price Retirement 2020	Common Stock	—	—	$7.8M	1.3%
Lincoln Fin. Grp. Trust Co., Inc. Nuveen Real Estate Secs Class A	Common Stock	—	—	$6.1M	1.0%
Lincoln Fin. Grp. Trust Co., Inc. Artisan International Value Investor Class	Common Stock	—	—	$6.0M	1.0%
Lincoln Fin. Grp. Trust Co., Inc. Eaton Vance Atlanta Capital Smid Cap Class A	Common Stock	—	—	$5.4M	0.9%
Lincoln Fin. Grp. Trust Co., Inc. T. Rowe Price Retirement 2060	Common Stock	—	—	$5.4M	0.9%
Lincoln Fin. Grp. Trust Co., Inc. AM Funds New World Class R4	Common Stock	—	—	$4.8M	0.8%
value Investments - * Lincoln Fin. Grp. Trust Co., Inc. AM Funds EuroPacific Gr Class R4	Common Stock	—	—	$4.0M	0.7%
Lincoln Fin. Grp. Trust Co., Inc. Schwab Self Directed Brokerage Account	Common Stock	—	—	$3.7M	0.6%
Lincoln Fin. Grp. Trust Co., Inc. Vanguard Total Bond Market Index Adm Shrares	Common Stock	—	—	$3.6M	0.6%
Lincoln National Life Ins. Co. LVIP Dimensional U.S. Core Equity I	Common Stock	—	—	$3.1M	0.5%
Fidelity Mgmt. Trust Co. Fid Magellan	Common Stock	—	—	$2.8M	0.5%
Fidelity Mgmt. Trust Co. Fid 500 Index	Common Stock	—	—	$2.7M	0.5%
Lincoln Fin. Grp. Trust Co., Inc. Victory Sycamore Established Value Cl A	Common Stock	—	—	$2.7M	0.5%
Lincoln National Life Ins. Co. American Funds Growth	Common Stock	—	—	$2.6M	0.4%
Fidelity Mgmt. Trust Co. Fid Growth Company	Common Stock	—	—	$2.5M	0.4%
Lincoln Fin. Grp. Trust Co., Inc. Undiscovered Managers Behavioral Value Class R5	Common Stock	—	—	$2.4M	0.4%
Fidelity Mgmt. Trust Co. Fid Blue Chip Growth	Common Stock	—	—	$2.3M	0.4%
Lincoln Fin. Grp. Trust Co., Inc. Vanguard Wellesley Income Adm Shares	Common Stock	—	—	$1.7M	0.3%
Fidelity Mgmt. Trust Co. Fid Asset Mgr 85%	Common Stock	—	—	$1.4M	0.2%
Fidelity Mgmt. Trust Co. Fid Govt Mmrk Prm	Common Stock	—	—	$1.3M	0.2%
Fidelity Mgmt. Trust Co. Fid Extd Mkt Idx	Common Stock	—	—	$1.2M	0.2%
Lincoln National Life Ins. Co. Fidelity VIP Contrafund	Common Stock	—	—	$1.1M	0.2%
Fidelity Mgmt. Trust Co. Fid Freedom 2025 K	Common Stock	—	—	$1.1M	0.2%
Lincoln National Life Ins. Co. American Funds Global Growth	Common Stock	—	—	$978K	0.2%
Fidelity Mgmt. Trust Co. Fid Growth & Income	Common Stock	—	—	$926K	0.2%
Fidelity Mgmt. Trust Co. Fid Freedom 2030 K	Common Stock	—	—	$922K	0.2%
Fidelity Mgmt. Trust Co. Fid Freedom 2040 K	Common Stock	—	—	$873K	0.1%
Fidelity Mgmt. Trust Co. Fid New Millen	Common Stock	—	—	$840K	0.1%
Fidelity Mgmt. Trust Co. Fid Low Priced Stk	Common Stock	—	—	$827K	0.1%
Lincoln National Life Ins. Co. LVIP SSGA S&P 500 Index	Common Stock	—	—	$793K	0.1%