Profit Sharing · DOL Form 5500 · 2022

Sutter Hill Management Company, L.L.C. Profit Sharing Plan

Data updated 2026-08-25

$424M
Total assets Above avg plan size
56
Participants Small participant base
98th
Percentile by assets National rank
$7.6M
Avg per participant High balance/head
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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.

  • #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.

#8,859
in Finance & Insurance (9,261 peers)
-36.5%
assets change YoY
4.3×
vs typical plan assets (national mean)

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's outsized position by total assets

Shv Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$424,464,298 Top 2% higher than 98% of 139,123 filed plans

This plan $0 $2,050,000,000 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

Shv Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shv Profit Sharing Plan is a small filing (56 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 770080676 · Sutter Hill Management Company, L.L.C. PY 2022 · Profit Sharing

Shv Profit Sharing Plan · $424M · 56 · 98th

  • RANK $424M
  • PHOTO 56
  • IND 98th
  • EOY Profit Sharing
  • 5500 near Iuoe Local 30 Annuity Fund
  • ASSETS ind #8859

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 Finance & Insurance retirement plans → · Plans in California →

Shv Profit Sharing Plan in the asset neighbourhood

Care New England 403(b) Match & Savings PlanCare New England 403(b) Matc…$427MShv Profit Sharing Plan$424MIuoe Local 30 Annuity Fund$424MOrlando Health, Inc. Retirement Savings Plan 401aOrlando Health, Inc. Retirem…$418MUniversity of Maryland Medical System 403(b) Retirement Savings PlanUniversity of Maryland Medic…$418M
End-of-year total assets ($M) among Shv Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$669M
Net Assets (End of Year)$424M
Net Income-$236M
Employer EIN770080676
Plan Effective Date1975-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sutter Hill Management Company, L.L.C.)

Sponsor-wide plan assets over time

All Sutter Hill Management Company, L.L.C. plans reported in each filing year

Latest sponsor-wide plan assets
$1.3B 214.49770788496326% vs 2022
2024 filing year
$0B$0.5B$1B$1.5B 202220232024 $0.42B $1.33B ▲ +216.7%
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 Scatter plot of 6 data points. -20000020000400006000080000 02468 Total assets ($B) Participants Shv Profit Sharing Plan, Total assets ($B): 0.424464298 · Participants: 56Shv Profit Sharing PlanIntel Retirement Contribution Plan, Total assets ($B): 6.922537047 · Participants: 22216Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 5.599096297 · Participants: 9727Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.566886773 · Participants: 67173Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.163824 · Participants: 5104Memorialcare Retirement PlanCedars-Sinai Health System Defined Contribution Retirement Plan, Total assets ($B): 0.797223577 · Participants: 11344Cedars-Sinai Health System Defined Contribution Retirement Plan
Shv Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Shv Profit Sharing Plan side-by-side with 3 peers →

Shv Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Iuoe Local 30 Annuity Fund in NY ($424M); by covered participants it is Skye Ventures, Inc. Retirement Plan in MN (56 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (56 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Shv Profit Sharing Plan assets move in 2022? ▼
Shv Profit Sharing Plan contracted severely - down 36.5% during 2022, from $669M to $424M. Reported net income was -$236M.
How have Sutter Hill Management Company, L.L.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sutter Hill Management Company, L.L.C.'s sponsor-wide assets grew 214.5%, from $424M to $1.3B.
Where does Shv Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Shv Profit Sharing Plan ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Profit Sharing plans are similar in size to Shv Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Iuoe Local 30 Annuity Fund in NY ($424M, 4,377 participants).
Which Profit Sharing plans cover a similar participant headcount to Shv Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Skye Ventures, Inc. Retirement Plan in MN (56 participants, $150K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 770080676.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.