Other · DOL Form 5500 · 2022
Sharp Healthcare Retirement Plan
Data updated 2026-08-25
- $559M
- Total assets Above avg plan size
- 18,899
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $29,562
- Avg per participant Low balance/head
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.
- #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.
- #19,714
- in Healthcare & Social Assistance (20,060 peers)
- -9.9%
- assets change YoY
- 5.6×
- vs typical plan assets (national mean)
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.
Sharp Healthcare 403(b) Tax Deferred Retirement Plan's outsized position by total assets
Sharp Healthcare 403(b) Tax Deferred Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$558,699,378 Top 2% higher than 98% 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
Sharp Healthcare 403(b) Tax Deferred Retirement Plan's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sharp Healthcare 403(b) Tax Deferred Retirement Plan is a mega filing (18,899 participants), the rightmost band on the breakdown.
Plan-year Form 5500 strip
Filing strip 956077327 · Sharp Healthcare PY 2022 · Other
Sharp Healthcare 403(b) Tax Deferred Retirement Plan · $559M · 18,899 · 98th
- PHOTO $559M
- PHOTO 18,899
- PHOTO 98th
- PHOTO Other
- PHOTO near H. Lee Moffitt Cancer Center and Research
- PHOTO ind #19714
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 →
Sharp Healthcare 403(b) Tax Deferred Retirement Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Sharp Healthcare plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.8B 40.097286597057575% vs 2022
- 2024 filing year
| 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.
- 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)
Sharp Healthcare 403(b) Tax Deferred Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is H. Lee Moffitt Cancer Center and Research in FL ($558M); by covered participants it is West Virginia University Health System 403(b) Retirement Savings Plan in WV (18,993 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($559M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (18,899 participants); asset peers above are excluded.
- West Virginia University Health System 403(b) Retirement Savings Plan (WV) 18,993 · 94 off
- Atlantic Health System 403(b) Retirement Savings Plan (NJ) 19,041 · 142 off
- Consolidated 403(b) Plan of Hackensack Meridian Health (NJ) 18,619 · 280 off
- Norton Healthcare 403(b) Retirement Savings Plan (KY) 17,896 · 1,003 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.