Other · DOL Form 5500 · 2022
Sutter Health Retirement Plan
Data updated 2026-08-25
- $62M
- Total assets Below avg plan size
- 357
- Participants Below avg headcount
- 90th
- Percentile by assets National rank
- $172,754
- Avg per participant Above avg balance/head
Official DOL plan name: Sutter Health 403(b) Legacy Retirement Plan · Sponsored by Sutter Health · California · Healthcare & Social Assistance
$62M in assets, 357 participants
Sutter Health's Sutter Health 403(b) Legacy Retirement Plan reported $62M in total assets and 357 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.
- #18,290 in Healthcare & Social Assistance (20,060 peers)
Where Sutter Health 403(b) Legacy Retirement Plan sits by assets
Sutter Health 403(b) Legacy Retirement Plan sits in the top 10% of all filed plans by assets, $62M for 357 participants (~$172,754/participant), down 17.7% in 2022.
- #18,290
- in Healthcare & Social Assistance (20,060 peers)
- -17.7%
- assets change YoY
- 0.6×
- vs typical plan assets (national mean)
The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Sutter Health 403(b) Legacy Retirement Plan's outsized position by total assets
Sutter Health 403(b) Legacy Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$61,673,028 Top 10% higher than 90% 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 403(b) Legacy Retirement 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. Sutter Health 403(b) Legacy Retirement Plan sits mid-pack in the medium band (357 participants).
EBSA filing schedule strip
Filing strip 942788907 · Sutter Health PY 2022 · Other
Sutter Health 403(b) Legacy Retirement Plan · $62M · 357 · 90th
- NET $62M
- NET 357
- NET 90th
- NET Other
- NET near University of Maryland Capital Region Health Retirement Savings Plan
- NET ind #18290
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 403(b) Legacy Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $75M |
|---|---|
| Net Assets (End of Year) | $62M |
| Net Income | -$13M |
| Employer EIN | 942788907 |
| Plan Effective Date | 2014-11-01 |
| 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 Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $9.4B · 22,514
- Sutter Health 403(b) Savings Plan $5.3B · 48,591
- Stanford Health Care Retirement Savings Plan $4.5B · 20,237
- Caltech Base Retirement Plan $4.2B · 9,827
- University of Southern California Tax-Deferred Annuity Plan $3.7B · 22,632
Sutter Health 403(b) Legacy Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is University of Maryland Capital Region Health Retirement Savings Plan in MD ($62M); by covered participants it is Medlink Georgia, Inc. 403(b) Plan in GA (357 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($62M here).
Similar participant headcount
Nearest other-state filings by covered participants (357 participants); asset peers above are excluded.
- Medlink Georgia, Inc. 403(b) Plan (GA) 357 · 0 off
- Weta 403(b) Tax Deferred Savings Plan (VA) 358 · 1 off
- Casey Family Programs 403(b) Plan (WA) 358 · 1 off
- Good Shepherd Home 403b Savings Retirement Plan (OH) 358 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.