Defined Benefit (Pension) · DOL Form 5500 · 2022
Sharp Rees-Stealy Medical Group, Inc Pension Plan
Data updated 2026-08-25
- $41M
- Total assets Below avg plan size
- 262
- Participants Below avg headcount
- 86th
- Percentile by assets National rank
- $158,133
- Avg per participant Above avg balance/head
Official DOL plan name: Sharp Rees-Stealy Medical Group, Inc. Cash Balance Pension Plan · Sponsored by Sharp Rees-Stealy Medical Group, Inc · California · Healthcare & Social Assistance
$41M in assets, 262 participants
Sharp Rees-Stealy Medical Group, Inc's Sharp Rees-Stealy Medical Group, Inc. Cash Balance Pension Plan reported $41M in total assets and 262 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.
- #17,750 in Healthcare & Social Assistance (20,060 peers)
Coverage in California
Sharp Rees-Stealy Medical Group, Inc. Cash Balance Pension Plan covers 262 participants in California, about 42% of the average California filer (state average ~630 per filing). Assets: $41M.
- #17,750
- in Healthcare & Social Assistance (20,060 peers)
- -3.0%
- assets change YoY
- 0.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $1M 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. Cash Balance Pension Plan's outsized position by total assets
Sharp Rees-Stealy Medical Group, Inc. Cash Balance Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$41,430,932 Top 14% higher than 86% 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. Cash Balance 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. Cash Balance Pension Plan sits mid-pack in the medium band (262 participants).
Published 5500 schedule card
Filing strip 330106028 · Sharp Rees-Stealy Medical Group, Inc PY 2022 · Defined Benefit (Pension)
Sharp Rees-Stealy Medical Group, Inc. Cash Balance Pension Plan · $41M · 262 · 86th
- EBSA $41M
- PART 262
- TYPE 86th
- NET Defined Benefit (Pension)
- BOOK near Steamfitters Local 439 Pension Plan
- VS-ST ind #17750
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. Cash Balance Pension Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $43M |
|---|---|
| Net Assets (End of Year) | $41M |
| Net Income | -$1M |
| Employer EIN | 330106028 |
| Plan Effective Date | 2015-01-01 |
| 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 Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Kaiser Permanente Retirement Plan $31.9B · 126,331
- Pacific Gas and Electric Company Retirement Plan $17.1B · 25,709
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $10.4B · 19,326
- Disney Salaried Pension Plan D $9.2B · 11,405
- Wells Fargo & Company Cash Balance Plan $8.8B · 59,141
Sharp Rees-Stealy Medical Group, Inc. Cash Balance Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Steamfitters Local 439 Pension Plan in IL ($41M); by covered participants it is Esco Corporation Pension Plan in TX (262 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($41M here).
- Steamfitters Local 439 Pension Plan (IL) $41M · 115
- Colorado Permanente Medical Group, P.C. Cash Balance Plan (CO) $41M · 397
- Southern Star Retirement Plan (Non-Union) (KY) $41M · 258
- Velocity Credit Union Pension Plan (TX) $41M · 103
Similar participant headcount
Nearest other-state filings by covered participants (262 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.