Other · DOL Form 5500 · 2022

Sansum Clinic Retirement Plan

Data updated 2026-08-25

$60M
Total assets Below avg plan size
1,291
Participants Near avg headcount
89th
Percentile by assets National rank
$46,702
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sansum Clinic Match Plan · Sponsored by Sansum Clinic · California · Healthcare & Social Assistance

$60M in assets, 1,291 participants

Sansum Clinic's Sansum Clinic Match Plan reported $60M in total assets and 1,291 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #18,262 in Healthcare & Social Assistance (20,060 peers)

Coverage in California

Sansum Clinic Match Plan covers 1,291 participants in California, 2.0x the typical California plan (state average ~630 per filing). Assets: $60M.

#18,262
in Healthcare & Social Assistance (20,060 peers)
-10.9%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sansum Clinic Match Plan's outsized position by total assets

Sansum Clinic Match Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$60,292,097 Top 11% higher than 89% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Sansum Clinic Match Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sansum Clinic Match Plan lands in the large band (1,291 participants).

Published 5500 schedule card

Filing strip 956419205 · Sansum Clinic PY 2022 · Other

Sansum Clinic Match Plan · $60M · 1,291 · 89th

  • SCH $60M
  • SCH 1,291
  • SCH 89th
  • SCH Other
  • SCH near Rosalind Franklin University of Medicine and Science 403(b) Tda Plan
  • SCH ind #18262

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 →

Sansum Clinic Match Plan in the asset neighbourhood

Rosalind Franklin University of Medicine and Science 403(b) Tda PlanRosalind Franklin University…$60MSansum Clinic Match Plan$60MUnited Nations International School Tax Deferred Annuity PlanUnited Nations International…$60MLycee Francais De New York Defined Contribution Retirement PlanLycee Francais De New York D…$60MWashington International School Defined Contribution Retirement PlanWashington International Sch…$60M
End-of-year total assets ($M) among Sansum Clinic Match Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$68M
Net Assets (End of Year)$60M
Net Income-$7M
Employer EIN956419205
Plan Effective Date1991-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sansum Clinic)

Sponsor-wide plan assets over time

All Sansum Clinic plans reported in each filing year

Latest sponsor-wide plan assets
$66M 9.771282295920143% vs 2022
2024 filing year
$55M$60M$65M$70M 202220232024 $60.3M $66.2M ▲ +9.8%
Year Plans Participants Total Assets
2022 1 1,291 $60M
2023 1 1,270 $67M
2024 1 1,180 $66M

Nearby Other Plans in California

Peer Other plans, same state, same plan type, ranked by total assets.

Sansum Clinic Match Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -50510 Total assets ($B) Participants Sansum Clinic Match Plan, Total assets ($B): 0.060292097 · Participants: 1291Sansum Clinic Match PlanStanford Contributory Retirement Plan, Total assets ($B): 9.38573656 · Participants: 22514Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 5.320318331 · Participants: 48591Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 4.535728964 · Participants: 20237Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.200375781 · Participants: 9827Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 3.677071678 · Participants: 22632University of Southern California Tax-Deferred Annuity Plan
Sansum Clinic Match Plan vs. nearby Other plans in California, assets vs. participants
Compare Sansum Clinic Match Plan side-by-side with 3 peers →

Sansum Clinic Match Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Rosalind Franklin University of Medicine and Science 403(b) Tda Plan in IL ($60M); by covered participants it is Src, Inc. 403(b) Retirement Plan in NY (1,289 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,291 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.

Frequently Asked Questions

How did Sansum Clinic Match Plan assets move in 2022? ▼
Sansum Clinic Match Plan pulled back noticeably - down 10.9% during 2022, from $68M to $60M. Reported net income was -$7M.
How have Sansum Clinic plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sansum Clinic's sponsor-wide assets grew 9.8%, from $60M to $66M.
Where does Sansum Clinic Match Plan rank by assets among Form 5500 filers? ▼
Sansum Clinic Match Plan ranks in the 89th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Sansum Clinic Match Plan? ▼
Among Other plans in other states, the closest by assets is Rosalind Franklin University of Medicine and Science 403(b) Tda Plan in IL ($60M, 327 participants).
Which Other plans cover a similar participant headcount to Sansum Clinic Match Plan? ▼
Among Other plans in other states, the closest by covered participants is Src, Inc. 403(b) Retirement Plan in NY (1,289 participants, $273M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 956419205.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.