Other · DOL Form 5500 · 2022
Sharp Healthcare Retirement Plan
Data updated 2026-08-25
- $998M
- Total assets Very large vs avg
- 19,079
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $52,319
- Avg per participant Low balance/head
Official DOL plan name: Sharpsaver Defined Contribution Plan · Sponsored by Sharp Healthcare · California · Healthcare & Social Assistance
$998M in assets, 19,079 participants
Sharp Healthcare's Sharpsaver Defined Contribution Plan reported $998M in total assets and 19,079 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- #19,889 in Healthcare & Social Assistance (20,060 peers)
Coverage in California
Sharpsaver Defined Contribution Plan covers 19,079 participants in California, 30x the typical California plan (state average ~630 per filing). Assets: $998M.
- #19,889
- in Healthcare & Social Assistance (20,060 peers)
- -16.6%
- assets change YoY
- 10×
- vs typical plan assets (national mean)
The plan reported a net loss of $201M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Sharpsaver Defined Contribution Plan's outsized position by total assets
Sharpsaver Defined Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$998,192,094 Top 1% higher than 99% 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
Sharpsaver Defined Contribution Plan's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sharpsaver Defined Contribution Plan is a mega filing (19,079 participants), the rightmost band on the breakdown.
DOL schedule card
Filing strip 956077327 · Sharp Healthcare PY 2022 · Other
Sharpsaver Defined Contribution Plan · $998M · 19,079 · 99th
- 5500 $998M
- 5500 19,079
- 5500 99th
- 5500 Other
- 5500 near Loyola University Chicago Defined Contribution Retirement Plan
- 5500 ind #19889
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 →
Sharpsaver Defined Contribution Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $1.2B |
|---|---|
| Net Assets (End of Year) | $993M |
| Net Income | -$201M |
| Employer EIN | 956077327 |
| Plan Effective Date | 1980-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sharp Healthcare)
Sponsor-wide plan assets over time
All Sharp Healthcare plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.8B 40.097286597057575% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 52,906 | $2.0B |
| 2023 | 3 | 51,649 | $2.5B |
| 2024 | 3 | 53,413 | $2.8B |
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
Scale composition for Sharpsaver Defined Contribution Plan
Sharpsaver Defined Contribution Plan reports $998M in end-of-year assets across 19,079 participants (0.008% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.020% of 93,925,755 covered participants) - about $52,319 per participant (38% of the national average assets-per-participant) . Net income for plan year 2022 was -$201M.
This plan identity (EIN 956077327, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $998M to $1.4B (+38.8%) while covered participants moved from 19,079 to 20,047 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 19,079 | $998M | This page |
| 2023 | 19,173 | $1.2B | Open filing |
| 2024 · index core | 20,047 | $1.4B | Open filing |
The same sponsor also keeps 3 other index-core plans on PlainRetire:
- Sharpsaver Defined Contribution Plan (Other, $1.4B, 20,047 participants)
- Sharp Healthcare 403(b) Tax Deferred Retirement Plan (Other, $744M, 19,842 participants)
- Sharpsaver Retirement Plan (Defined Benefit (Pension), $687M, 13,524 participants)
Sharpsaver Defined Contribution Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Loyola University Chicago Defined Contribution Retirement Plan in IL ($999M); by covered participants it is Atlantic Health System 403(b) Retirement Savings Plan in NJ (19,041 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($998M here).
- Loyola University Chicago Defined Contribution Retirement Plan (IL) $999M · 2,744
- Howard University Savings Plan (DC) $1.0B · 5,159
- Ucar Retirement Plan (CO) $1.0B · 1,300
- Temple University Health System, Inc. 403(b) Plan (PA) $976M · 10,660
Similar participant headcount
Nearest other-state filings by covered participants (19,079 participants); asset peers above are excluded.
- Atlantic Health System 403(b) Retirement Savings Plan (NJ) 19,041 · 38 off
- Consolidated 403(b) Plan of Hackensack Meridian Health (NJ) 18,619 · 460 off
- Greater Pennsylvania Carpenters' Annuity and Savings Fund (PA) 19,960 · 881 off
- Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan (NC) 20,031 · 952 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.