Profit Sharing · DOL Form 5500 · 2022
Sutter Hill Management Company, L.L.C. Profit Sharing Plan
Data updated 2026-08-11
- $424M
- Total assets
- 56
- Participants
- 98th
- Percentile by assets
- $7.6M
- Avg per participant
Official DOL plan name: Shv Profit Sharing Plan · Sponsored by Sutter Hill Management Company, L.L.C. · California · Finance & Insurance
$424M in assets, 56 participants
Sutter Hill Management Company, L.L.C.'s Shv Profit Sharing Plan reported $424M in total assets and 56 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)
- #8,859 in Finance & Insurance (9,261 peers)
Where Shv Profit Sharing Plan sits by assets
Shv Profit Sharing Plan sits in the top 5% of all filed plans by assets, $424M for 56 participants (~$7.6M/participant), down 36.5% in 2022.
- $424M
- total plan assets (2022 EOY)
- 56
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $7.6M
- avg assets per participant
The plan reported a net loss of $236M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Shv Profit Sharing Plan vs the 2022 asset distribution
By assets, Shv Profit Sharing Plan outranks 98% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 4.3x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $669M |
|---|---|
| Net Assets (End of Year) | $424M |
| Net Income | -$236M |
| Employer EIN | 770080676 |
| Plan Effective Date | 1975-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sutter Hill Management Company, L.L.C.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 56 | $424M |
| 2023 | 1 | 58 | $804M |
| 2024 | 1 | 53 | $1.3B |
Nearby Profit Sharing Plans in California
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Shv Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
- Intel Retirement Contribution Plan $6.9B · 22,216
- Scpmg Keogh Plan $5.6B · 9,727
- Motion Picture Industry Individual Account Plan $5.6B · 67,173
- Memorialcare Retirement Plan $1.2B · 5,104
- Cedars-Sinai Health System Defined Contribution Retirement Plan $797M · 11,344
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Shv Profit Sharing Plan by total assets, not by location.
- Iuoe Local 30 Annuity Fund (NY) $424M · 4,377
- Care New England 403(b) Match & Savings Plan (RI) $427M · 7,302
- Orlando Health, Inc. Retirement Savings Plan 401a (FL) $418M · 23,825
- University of Maryland Medical System 403(b) Retirement Savings Plan (MD) $418M · 18,198
Frequently Asked Questions
How did Shv Profit Sharing Plan assets move in 2022? ▼
How have Sutter Hill Management Company, L.L.C. plan assets changed over time? ▼
Where does Shv Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Shv Profit Sharing Plan? ▼
Next read for Shv Profit Sharing Plan
Scale reading
Ways to act on Shv Profit Sharing Plan's numbers.
- By total assets, Shv Profit Sharing Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in California. Compare plans
- Sutter Hill Management Company, L.L.C.'s sponsor-wide assets have grown 214.5% since 2022 across 3 plan years on file. More Finance & Insurance plans