Profit Sharing · DOL Form 5500 · 2022
Sutter Health Profit Sharing Plan
Data updated 2026-08-06
- $628M
- Total assets
- 8,810
- Participants
- 98th
- Percentile by assets
- $71,327
- Avg per participant
Official DOL plan name: Sutter Health Retirement Income Plan · Sponsored by Sutter Health · California · Healthcare & Social Assistance
$628M in assets, 8,810 participants
Sutter Health's Sutter Health Retirement Income Plan reported $628M in total assets and 8,810 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 139,258 plans)
- #19,784 in Healthcare & Social Assistance (20,087 peers)
Coverage in California
Sutter Health Retirement Income Plan covers 8,810 participants in California, 14x the typical California plan (state average ~637 per filing). Assets: $628M.
- $628M
- total plan assets (2022 EOY)
- 8,810
- covered participants
- 98th
- percentile by assets (of 139,258 plans)
- $71,327
- avg assets per participant
The plan reported a net loss of $129M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs California filers
In California, the average filing covers about 637 participants across 14,392 plans. Sutter Health Retirement Income Plan reports 8,810 participants - 14x that state average ($628M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $757M |
|---|---|
| Net Assets (End of Year) | $628M |
| Net Income | -$129M |
| Employer EIN | 942788907 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sutter Health)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 6 | 97,740 | $12.1B |
| 2023 | 6 | 100,618 | $13.6B |
| 2024 | 6 | 108,498 | $15.1B |
Nearby Profit Sharing Plans in California
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Sutter Health Retirement Income Plan vs. nearby Profit Sharing plans in California, assets vs. participants
- Intel Retirement Contribution Plan $6.9B · 22,216
- Scpmg Keogh Plan $5.6B · 9,727
- Motion Picture Industry Individual Account Plan $5.6B · 67,173
- Memorialcare Retirement Plan $1.2B · 5,104
- Cedars-Sinai Health System Defined Contribution Retirement Plan $797M · 11,344
Scale composition for Sutter Health Retirement Income Plan
Sutter Health Retirement Income Plan reports $628M in end-of-year assets across 8,810 participants (0.005% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.010% of 89,805,449 covered participants) - about $71,327 per participant (52% of the national average assets-per-participant) . Net income for plan year 2022 was -$129M.
This plan identity (EIN 942788907, plan #334) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $628M to $865M (+37.6%) while covered participants moved from 8,810 to 12,414 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 8,810 | $628M | This page |
| 2023 | 11,232 | $752M | Open filing |
| 2024 · index core | 12,414 | $865M | Open filing |
The same sponsor also keeps 4 other index-core plans on PlainRetire:
- Sutter Health 403(b) Savings Plan (Other, $7.6B, 54,954 participants)
- Sutter Health Retirement Plan (Defined Benefit (Pension), $6.2B, 37,201 participants)
- Sutter Health Retirement Income Plan (Profit Sharing, $865M, 12,414 participants)
- Sutter Health 401(k) Savings Plan (401(k), $180M, 2,714 participants)
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Sutter Health Retirement Income Plan by total assets, not by location.
- Dana-Farber Cancer Institute Retirement Plan (MA) $635M · 4,216
- Temple University Health System, Inc. Defined Contribution Retirement Plan (PA) $640M · 9,017
- International Painters and Allied Trades Industry Annuity Plan (MD) $614M · 10,013
- Uma Retirement Plan (SC) $646M · 2,372
Frequently Asked Questions
How did Sutter Health Retirement Income Plan assets move in 2022? ▼
How have Sutter Health plan assets changed over time? ▼
Where does Sutter Health Retirement Income Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Sutter Health Retirement Income Plan? ▼
Next read for Sutter Health Retirement Income Plan
Filing takeaways
Ways to act on Sutter Health Retirement Income Plan's numbers.
- By total assets, Sutter Health Retirement Income Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in California. Compare plans
- Sutter Health's sponsor-wide assets have grown 24.4% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans