Defined Benefit (Pension) · DOL Form 5500 · 2022
Sutter Health Pension Plan
Data updated 2026-08-25
- $5.8B
- Total assets Very large vs avg
- 35,712
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $161,493
- Avg per participant Above avg balance/head
Official DOL plan name: Sutter Health Retirement Plan · Sponsored by Sutter Health · California · Healthcare & Social Assistance
$5.8B in assets, 35,712 participants
Sutter Health's Sutter Health Retirement Plan reported $5.8B in total assets and 35,712 participants in its 2022 DOL Form 5500 filing, ranking in the 100th 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.
- #20,042 in Healthcare & Social Assistance (20,060 peers)
Coverage in California
Sutter Health Retirement Plan covers 35,712 participants in California, 57x the typical California plan (state average ~630 per filing). Assets: $5.8B.
- #20,042
- in Healthcare & Social Assistance (20,060 peers)
- -15.5%
- assets change YoY
- 58×
- vs typical plan assets (national mean)
The plan reported a net loss of $945M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Sutter Health Retirement Plan's outsized position by total assets
Sutter Health Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$5,767,232,685 Highest reported value at or above every one 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
Sutter Health 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. Sutter Health Retirement Plan is a mega filing (35,712 participants), the rightmost band on the breakdown.
Plan-year Form 5500 strip
Filing strip 942788907 · Sutter Health PY 2022 · Defined Benefit (Pension)
Sutter Health Retirement Plan · $5.8B · 35,712 · 100th
- BOY $5.8B
- BOY 35,712
- BOY 100th
- BOY Defined Benefit (Pension)
- BOY near Steelworkers Pension Trust
- BOY ind #20042
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 →
Sutter Health Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $6.8B |
|---|---|
| Net Assets (End of Year) | $5.6B |
| Net Income | -$945M |
| Employer EIN | 942788907 |
| Plan Effective Date | 1959-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sutter Health)
Sponsor-wide plan assets over time
All Sutter Health plans reported in each filing year
- Latest sponsor-wide plan assets
- $15.1B 24.368392769155733% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 6 | 97,740 | $12.1B |
| 2023 | 6 | 100,618 | $13.6B |
| 2024 | 6 | 108,498 | $15.1B |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Kaiser Permanente Retirement Plan $31.9B · 126,331
- Pacific Gas and Electric Company Retirement Plan $17.1B · 25,709
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $10.4B · 19,326
- Disney Salaried Pension Plan D $9.2B · 11,405
- Wells Fargo & Company Cash Balance Plan $8.8B · 59,141
Scale composition for Sutter Health Retirement Plan
Sutter Health Retirement Plan reports $5.8B in end-of-year assets across 35,712 participants (0.047% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.038% of 93,925,755 covered participants) - about $161,493 per participant (1.2x the national average assets-per-participant) . Net income for plan year 2022 was -$945M.
This plan identity (EIN 942788907, plan #333) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $5.8B to $6.2B (+6.8%) while covered participants moved from 35,712 to 37,201 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 35,712 | $5.8B | This page |
| 2023 | 34,955 | $5.9B | Open filing |
| 2024 · index core | 37,201 | $6.2B | 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)
Sutter Health Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Steelworkers Pension Trust in PA ($5.9B); by covered participants it is The Boeing Company Employee Retirement Plan in WA (34,972 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5.8B here).
- Steelworkers Pension Trust (PA) $5.9B · 52,395
- Eversource Pension Plan (CT) $5.9B · 4,126
- Ntess Retirement Income Plan (NM) $5.6B · 3,901
- Triad Defined Benefit Pension Plan (NM) $5.4B · 2,447
Similar participant headcount
Nearest other-state filings by covered participants (35,712 participants); asset peers above are excluded.
- The Boeing Company Employee Retirement Plan (WA) 34,972 · 740 off
- Fedex Freight, Inc. Pension Plan (TN) 34,623 · 1,089 off
- The Pension Value Plan for Employees of the Boeing Company (WA) 34,042 · 1,670 off
- Truist Financial Corporation Pension Plan (NC) 37,931 · 2,219 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.