401(k) · DOL Form 5500 · 2022

Sutter West Bay Medical Group 401(k) Plan

Data updated 2026-08-25

$85M
Total assets Below avg plan size
166
Participants Small participant base
92nd
Percentile by assets National rank
$512,465
Avg per participant High balance/head
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Official DOL plan name: Swbmg 401(k) Plan · Sponsored by Sutter West Bay Medical Group · California · Healthcare & Social Assistance

$85M in assets, 166 participants

Sutter West Bay Medical Group's Swbmg 401(k) Plan reported $85M in total assets and 166 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #18,644 in Healthcare & Social Assistance (20,060 peers)

Coverage in California

Swbmg 401(k) Plan covers 166 participants in California, about 26% of the average California filer (state average ~630 per filing). Assets: $85M.

#18,644
in Healthcare & Social Assistance (20,060 peers)
-20.4%
assets change YoY
0.9×
vs typical plan assets (national mean)

The plan reported a net loss of $22M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Swbmg 401(k) Plan's outsized position by total assets

Swbmg 401(k) Plan vs every filed plan by assets

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

$85,069,250 Top 8% higher than 92% 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

Swbmg 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Swbmg 401(k) Plan sits mid-pack in the medium band (166 participants).

Form 5500 schedule snapshot

Filing strip 911875960 · Sutter West Bay Medical Group PY 2022 · 401(k)

Swbmg 401(k) Plan · $85M · 166 · 92nd

  • PART $85M
  • TYPE 166
  • NET 92nd
  • BOOK 401(k)
  • VS-ST near Mile Bluff Medical Center, Inc. 401(k) Plan
  • BOY ind #18644

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 →

Swbmg 401(k) Plan in the asset neighbourhood

Swbmg 401(k) Plan$85MMile Bluff Medical Center, Inc. 401(k) PlanMile Bluff Medical Center, I…$85MThe Allen & Company 401(k) Savings PlanThe Allen & Company 401(k) S…$85MDubois Chemicals, Inc. Retirement Savings PlanDubois Chemicals, Inc. Retir…$85MWard and Smith, P.a. 401(k) and Profit Sharing PlanWard and Smith, P.a. 401(k) …$85M
End-of-year total assets ($M) among Swbmg 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$107M
Net Assets (End of Year)$85M
Net Income-$22M
Employer EIN911875960
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sutter West Bay Medical Group)

Sponsor-wide plan assets over time

All Sutter West Bay Medical Group plans reported in each filing year

Latest sponsor-wide plan assets
$149M 75.36366078224506% vs 2022
2024 filing year
$60M$80M$100M$120M$140M$160M 202220232024 $85.1M $149M ▲ +75.4%
Year Plans Participants Total Assets
2022 1 166 $85M
2023 1 180 $113M
2024 1 185 $149M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Swbmg 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Swbmg 401(k) Plan, Total assets ($B): 0.08506925 · Participants: 166Swbmg 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Swbmg 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Swbmg 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Mile Bluff Medical Center, Inc. 401(k) Plan in WI ($85M); by covered participants it is Client Solution Architects, LLC 401(k) Plan in PA (166 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (166 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 Swbmg 401(k) Plan assets move in 2022?
Swbmg 401(k) Plan declined sharply - down 20.4% during 2022, from $107M to $85M. Reported net income was -$22M.
How have Sutter West Bay Medical Group plan assets changed over time?
Across 3 plan years on file (2022-2024), Sutter West Bay Medical Group's sponsor-wide assets grew 75.4%, from $85M to $149M.
Where does Swbmg 401(k) Plan rank by assets among Form 5500 filers?
Swbmg 401(k) Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Swbmg 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Mile Bluff Medical Center, Inc. 401(k) Plan in WI ($85M, 594 participants).
Which 401(k) plans cover a similar participant headcount to Swbmg 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Client Solution Architects, LLC 401(k) Plan in PA (166 participants, N/A in assets).