Money Purchase · DOL Form 5500 · 2022
Sharp Rees-Stealy Medical Group, Inc. Money Purchase Plan
Data updated 2026-08-25
- $234M
- Total assets Near avg plan size
- 444
- Participants Below avg headcount
- 96th
- Percentile by assets National rank
- $526,993
- Avg per participant High balance/head
Official DOL plan name: Sharp Rees-Stealy Medical Group, Inc. Money Purchase Pension Plan · Sponsored by Sharp Rees-Stealy Medical Group, Inc. · California · Healthcare & Social Assistance
$234M in assets, 444 participants
Sharp Rees-Stealy Medical Group, Inc.'s Sharp Rees-Stealy Medical Group, Inc. Money Purchase Pension Plan reported $234M in total assets and 444 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.
- #19,374 in Healthcare & Social Assistance (20,060 peers)
Where Sharp Rees-Stealy Medical Group, Inc. Money Purchase Pension Plan sits by assets
Sharp Rees-Stealy Medical Group, Inc. Money Purchase Pension Plan sits in the top 5% of all filed plans by assets, $234M for 444 participants (~$526,993/participant), down 19.4% in 2022.
- #19,374
- in Healthcare & Social Assistance (20,060 peers)
- -19.4%
- assets change YoY
- 2.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $56M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Sharp Rees-Stealy Medical Group, Inc. Money Purchase Pension Plan's outsized position by total assets
Sharp Rees-Stealy Medical Group, Inc. Money Purchase Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$233,984,944 Top 4% higher than 96% 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
Sharp Rees-Stealy Medical Group, Inc. Money Purchase Pension 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. Sharp Rees-Stealy Medical Group, Inc. Money Purchase Pension Plan sits mid-pack in the medium band (444 participants).
DOL schedule card
Filing strip 330106028 · Sharp Rees-Stealy Medical Group, Inc. PY 2022 · Money Purchase
Sharp Rees-Stealy Medical Group, Inc. Money Purchase Pension Plan · $234M · 444 · 96th
- EBSA $234M
- PART 444
- TYPE 96th
- NET Money Purchase
- BOOK near North Central States Regional Council of Carpenters Supplemental Retirement Plan
- VS-ST ind #19374
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 →
Sharp Rees-Stealy Medical Group, Inc. Money Purchase Pension Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $290M |
|---|---|
| Net Assets (End of Year) | $234M |
| Net Income | -$56M |
| Employer EIN | 330106028 |
| Plan Effective Date | 1986-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sharp Rees-Stealy Medical Group, Inc.)
Sponsor-wide plan assets over time
All Sharp Rees-Stealy Medical Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $609M 30.423742946811572% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 1,793 | $467M |
| 2023 | 4 | 1,567 | $529M |
| 2024 | 3 | 1,463 | $609M |
Nearby Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $5.9B · 17,035
- Kaiser Permanente Supplemental Savings and Retirement Plan $4.3B · 36,448
- University of Southern California Defined Contribution Retirement Plan $3.8B · 20,087
- Carpenters Annuity Trust Fund for Northern California $3.0B · 26,442
- Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan $2.0B · 22,792
Sharp Rees-Stealy Medical Group, Inc. Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is North Central States Regional Council of Carpenters Supplemental Retirement Plan in WI ($235M); by covered participants it is Duane Morris Retirement Plan in PA (444 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($234M here).
- North Central States Regional Council of Carpenters Supplemental Retirement Plan (WI) $235M · 9,656
- Local Union No 306 IBEW Pension Annuity Plan (OH) $232M · 1,135
- Massachusetts Bricklayers & Masons Annuity Fund (MA) $237M · 2,170
- The Legal Aid Society Staff Attorneys Pension Plan (NY) $238M · 1,206
Similar participant headcount
Nearest other-state filings by covered participants (444 participants); asset peers above are excluded.
- Duane Morris Retirement Plan (PA) 444 · 0 off
- Nysa-Ppgu Money Purchase Pension Fund & Plan (NJ) 445 · 1 off
- Lifelink Foundation, Inc. Retirement Plan (FL) 443 · 1 off
- Amundi US, Inc. Retirement Benefit Plan (MA) 449 · 5 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.