Other · DOL Form 5500 · 2022
Sutter Bay Hospitals Retirement Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 149
- Participants Small participant base
- 75th
- Percentile by assets National rank
- $114,283
- Avg per participant Below avg balance/head
Official DOL plan name: Alta Bates Summit 403(b) Tda Retirement Plan · Sponsored by Sutter Bay Hospitals · California · Healthcare & Social Assistance
$17M in assets, 149 participants
Sutter Bay Hospitals's Alta Bates Summit 403(b) Tda Retirement Plan reported $17M in total assets and 149 participants in its 2022 DOL Form 5500 filing, ranking in the 75th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #15,840 in Healthcare & Social Assistance (20,060 peers)
Coverage in California
Alta Bates Summit 403(b) Tda Retirement Plan covers 149 participants in California, about 24% of the average California filer (state average ~630 per filing). Assets: $17M.
- #15,840
- in Healthcare & Social Assistance (20,060 peers)
- -18.4%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Alta Bates Summit 403(b) Tda Retirement Plan's outsized position by total assets
Alta Bates Summit 403(b) Tda Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$17,028,184 Top 25% higher than 75% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Alta Bates Summit 403(b) Tda Retirement Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Alta Bates Summit 403(b) Tda Retirement Plan sits mid-pack in the medium band (149 participants).
DOL schedule card
Filing strip 940562680 · Sutter Bay Hospitals PY 2022 · Other
Alta Bates Summit 403(b) Tda Retirement Plan · $17M · 149 · 75th
- PHOTO $17M
- IND 149
- EOY 75th
- 5500 Other
- ASSETS near The Steward School Defined Contribution Retirement Plan
- PCT ind #15840
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in California →
Alta Bates Summit 403(b) Tda Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | -$4M |
| Employer EIN | 940562680 |
| Plan Effective Date | 1987-09-20 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sutter Bay Hospitals)
Sponsor-wide plan assets over time
All Sutter Bay Hospitals plans reported in each filing year
- Latest sponsor-wide plan assets
- $128M 6.635423700509762% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 861 | $120M |
| 2023 | 4 | 784 | $128M |
| 2024 | 3 | 684 | $128M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $9.4B · 22,514
- Sutter Health 403(b) Savings Plan $5.3B · 48,591
- Stanford Health Care Retirement Savings Plan $4.5B · 20,237
- Caltech Base Retirement Plan $4.2B · 9,827
- University of Southern California Tax-Deferred Annuity Plan $3.7B · 22,632
Alta Bates Summit 403(b) Tda Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is The Steward School Defined Contribution Retirement Plan in VA ($17M); by covered participants it is Kentucky Wesleyan College DC Retirement Plan in KY (149 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
Similar participant headcount
Nearest other-state filings by covered participants (149 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.