Other · DOL Form 5500 · 2022
Sharp Healthcare Retirement Plan
Data updated 2026-08-11
- $559M
- Total assets
- 18,899
- Participants
- 98th
- Percentile by assets
- $29,562
- Avg per participant
Official DOL plan name: Sharp Healthcare 403(b) Tax Deferred Retirement Plan · Sponsored by Sharp Healthcare · California · Healthcare & Social Assistance
$559M in assets, 18,899 participants
Sharp Healthcare's Sharp Healthcare 403(b) Tax Deferred Retirement Plan reported $559M in total assets and 18,899 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 139,126 plans)
- #19,714 in Healthcare & Social Assistance (20,060 peers)
Coverage in California
Sharp Healthcare 403(b) Tax Deferred Retirement Plan covers 18,899 participants in California, 30x the typical California plan (state average ~630 per filing). Assets: $559M.
- $559M
- total plan assets (2022 EOY)
- 18,899
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $29,562
- avg assets per participant
The plan reported a net loss of $62M 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 630 participants across 15,291 plans. Sharp Healthcare 403(b) Tax Deferred Retirement Plan reports 18,899 participants - 30x that state average ($559M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $620M |
|---|---|
| Net Assets (End of Year) | $559M |
| Net Income | -$62M |
| Employer EIN | 956077327 |
| Plan Effective Date | 1982-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sharp Healthcare)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 52,906 | $2.0B |
| 2023 | 3 | 51,649 | $2.5B |
| 2024 | 3 | 53,413 | $2.8B |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
Sharp Healthcare 403(b) Tax Deferred Retirement Plan vs. nearby Other plans in California, assets vs. participants
- 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
Scale composition for Sharp Healthcare 403(b) Tax Deferred Retirement Plan
Sharp Healthcare 403(b) Tax Deferred Retirement Plan reports $559M in end-of-year assets across 18,899 participants (0.005% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.020% of 93,925,755 covered participants) - about $29,562 per participant (21% of the national average assets-per-participant) . Net income for plan year 2022 was -$62M.
This plan identity (EIN 956077327, plan #006) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $559M to $744M (+33.2%) while covered participants moved from 18,899 to 19,842 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 18,899 | $559M | This page |
| 2023 | 19,016 | $657M | Open filing |
| 2024 · index core | 19,842 | $744M | Open filing |
The same sponsor also keeps 3 other index-core plans on PlainRetire:
- Sharpsaver Defined Contribution Plan (Other, $1.4B, 20,047 participants)
- Sharp Healthcare 403(b) Tax Deferred Retirement Plan (Other, $744M, 19,842 participants)
- Sharpsaver Retirement Plan (Defined Benefit (Pension), $687M, 13,524 participants)
Similar-Sized Other Plans Nationally
Other plans in other states closest to Sharp Healthcare 403(b) Tax Deferred Retirement Plan by total assets, not by location.
- H. Lee Moffitt Cancer Center and Research (FL) $558M · 7,567
- Seton Hall University Retirement Plan (NJ) $559M · 1,394
- Children's Medical Center of Dallas Employee Savings Plan 403(b) Component (TX) $558M · 7,809
- Worcester Polytechnic Institute Defined Contribution Plan (MA) $557M · 1,608
Frequently Asked Questions
How did Sharp Healthcare 403(b) Tax Deferred Retirement Plan assets move in 2022? ▼
How have Sharp Healthcare plan assets changed over time? ▼
Where does Sharp Healthcare 403(b) Tax Deferred Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Sharp Healthcare 403(b) Tax Deferred Retirement Plan? ▼
Next read for Sharp Healthcare 403(b) Tax Deferred Ret…
Filing takeaways
Ways to act on Sharp Healthcare 403(b) Tax Deferred Retirement Plan's numbers.
- By total assets, Sharp Healthcare 403(b) Tax Deferred Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in California. Compare plans
- Sharp Healthcare's sponsor-wide assets have grown 40.1% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans