Money Purchase · DOL Form 5500 · 2022
Sharp Rees-Stealy Medical Group, Inc. Money Purchase Plan
Data updated 2026-08-06
- $234M
- Total assets
- 444
- Participants
- 96th
- Percentile by assets
- $526,993
- Avg per participant
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.
- 96th percentile by assets (of 139,258 plans)
- #19,400 in Healthcare & Social Assistance (20,087 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.
- $234M
- total plan assets (2022 EOY)
- 444
- covered participants
- 96th
- percentile by assets (of 139,258 plans)
- $526,993
- avg assets per participant
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 vs the 2022 asset distribution
By assets, Sharp Rees-Stealy Medical Group, Inc. Money Purchase Pension Plan outranks 96% of the 139,258 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 2.3x the national average plan size of $100M (730 average participants).
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.)
| 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.
Sharp Rees-Stealy Medical Group, Inc. Money Purchase Pension Plan vs. nearby Money Purchase plans in California, assets vs. participants
- 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
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Sharp Rees-Stealy Medical Group, Inc. Money Purchase Pension Plan by total assets, not by location.
- 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
Frequently Asked Questions
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Ways to act on Sharp Rees-Stealy Medical Group, Inc. Money Purchase Pension Plan's numbers.
- By total assets, Sharp Rees-Stealy Medical Group, Inc. Money Purchase Pension Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in California. Compare plans
- Sharp Rees-Stealy Medical Group, Inc.'s sponsor-wide assets have grown 30.4% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans