Other · DOL Form 5500 · 2022

Sutter Health Retirement Plan

Data updated 2026-08-25

$176M
Total assets Near avg plan size
1,137
Participants Near avg headcount
95th
Percentile by assets National rank
$154,871
Avg per participant Above avg balance/head
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Official DOL plan name: Sutter Health Tax Deferred Annuity Employer Match Plan · Sponsored by Sutter Health · California · Healthcare & Social Assistance

$176M in assets, 1,137 participants

Sutter Health's Sutter Health Tax Deferred Annuity Employer Match Plan reported $176M in total assets and 1,137 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • #19,222 in Healthcare & Social Assistance (20,060 peers)

Where Sutter Health Tax Deferred Annuity Employer Match Plan sits by assets

Sutter Health Tax Deferred Annuity Employer Match Plan sits in the top 5% of all filed plans by assets, $176M for 1,137 participants (~$154,871/participant), down 17.4% in 2022.

#19,222
in Healthcare & Social Assistance (20,060 peers)
-17.4%
assets change YoY
1.8×
vs typical plan assets (national mean)

The plan reported a net loss of $36M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sutter Health Tax Deferred Annuity Employer Match Plan's outsized position by total assets

Sutter Health Tax Deferred Annuity Employer Match Plan vs every filed plan by assets

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

$176,088,839 Top 5% higher than 95% 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

Sutter Health Tax Deferred Annuity Employer Match Plan's large-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 Tax Deferred Annuity Employer Match Plan lands in the large band (1,137 participants).

Published 5500 schedule card

Filing strip 942788907 · Sutter Health PY 2022 · Other

Sutter Health Tax Deferred Annuity Employer Match Plan · $176M · 1,137 · 95th

  • IND $176M
  • EOY 1,137
  • 5500 95th
  • ASSETS Other
  • PCT near Norc, Inc. Retirement Plan
  • EIN ind #19222

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 Tax Deferred Annuity Employer Match Plan in the asset neighbourhood

University of Tampa Defined Contribution Retirement PlanUniversity of Tampa Defined …$178MWentworth Institute of Technology 403(b) PlanWentworth Institute of Techn…$177MTeach for America, Inc. 403(b) Retirement PlanTeach for America, Inc. 403(…$176MSutter Health Tax Deferred Annuity Employer Match PlanSutter Health Tax Deferred A…$176MNorc, Inc. Retirement Plan$176M
End-of-year total assets ($M) among Sutter Health Tax Deferred Annuity Employer Match Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$213M
Net Assets (End of Year)$176M
Net Income-$36M
Employer EIN942788907
Plan Effective Date1993-01-01
Filing StatusFILING 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
$11B$12B$13B$14B$15B$16B 202220232024 $12.1B $15.1B ▲ +24.4%
Year Plans Participants Total Assets
2022 6 97,740 $12.1B
2023 6 100,618 $13.6B
2024 6 108,498 $15.1B

Nearby Other Plans in California

Peer Other plans, same state, same plan type, ranked by total assets.

Sutter Health Tax Deferred Annuity Employer Match Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -50510 Total assets ($B) Participants Sutter Health Tax Deferred Annuity Employer Match Plan, Total assets ($B): 0.176088839 · Participants: 1137Sutter Health Tax Deferred Annuity Employer Match PlanStanford Contributory Retirement Plan, Total assets ($B): 9.38573656 · Participants: 22514Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 5.320318331 · Participants: 48591Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 4.535728964 · Participants: 20237Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.200375781 · Participants: 9827Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 3.677071678 · Participants: 22632University of Southern California Tax-Deferred Annuity Plan
Sutter Health Tax Deferred Annuity Employer Match Plan vs. nearby Other plans in California, assets vs. participants
Compare Sutter Health Tax Deferred Annuity Employer Match Plan side-by-side with 3 peers →

Sutter Health Tax Deferred Annuity Employer Match Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Norc, Inc. Retirement Plan in IL ($176M); by covered participants it is 403(b) Thrift Plan of Goodwill of the Coastal Empire, Inc. in GA (1,139 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($176M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,137 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 Sutter Health Tax Deferred Annuity Employer Match Plan assets move in 2022? ▼
Sutter Health Tax Deferred Annuity Employer Match Plan declined sharply - down 17.4% during 2022, from $213M to $176M. Reported net income was -$36M.
How have Sutter Health plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sutter Health's sponsor-wide assets grew 24.4%, from $12.1B to $15.1B.
Where does Sutter Health Tax Deferred Annuity Employer Match Plan rank by assets among Form 5500 filers? ▼
Sutter Health Tax Deferred Annuity Employer Match Plan ranks in the 95th 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 Other plans are similar in size to Sutter Health Tax Deferred Annuity Employer Match Plan? ▼
Among Other plans in other states, the closest by assets is Norc, Inc. Retirement Plan in IL ($176M, 2,451 participants).
Which Other plans cover a similar participant headcount to Sutter Health Tax Deferred Annuity Employer Match Plan? ▼
Among Other plans in other states, the closest by covered participants is 403(b) Thrift Plan of Goodwill of the Coastal Empire, Inc. in GA (1,139 participants, $3M 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 942788907.

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.