Other · DOL Form 5500 · 2022

Sansum Clinic Retirement Plan

Data updated 2026-08-11

$60M
Total assets
1,291
Participants
89th
Percentile by assets
$46,702
Avg per participant
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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.

  • 89th percentile by assets (of 139,126 plans)
  • #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.

$60M
total plan assets (2022 EOY)
1,291
covered participants
89th
percentile by assets (of 139,126 plans)
$46,702
avg assets per participant

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.

Where Sansum Clinic Match Plan sits 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 $2,010,000,000 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

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Sansum Clinic Match Plan reports 1,291 participants - 2.0x that state average ($60M EOY assets).

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)

$55M$60M$65M$70M 202220232024 $60.3M $66.2M ▲ +9.8%
Total plan assets by year, all Sansum Clinic plans on file
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

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 …Stanford Contributor…Sutter Health 403(b)…Stanford Health Care…Caltech Base Retirem…University of Southe…
Sansum Clinic Match Plan vs. nearby Other plans in California, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to Sansum Clinic Match Plan by total assets, not by location.

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).

Filing takeaways

Ways to act on Sansum Clinic Match Plan's numbers.