Defined Benefit (Pension) · DOL Form 5500 · 2022
Sharp Healthcare Pension Plan
Data updated 2026-08-25
- $453M
- Total assets Above avg plan size
- 11,379
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $39,852
- Avg per participant Low balance/head
Official DOL plan name: Sharpsaver Retirement Plan · Sponsored by Sharp Healthcare · California · Healthcare & Social Assistance
$453M in assets, 11,379 participants
Sharp Healthcare's Sharpsaver Retirement Plan reported $453M in total assets and 11,379 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- #19,645 in Healthcare & Social Assistance (20,060 peers)
Coverage in California
Sharpsaver Retirement Plan covers 11,379 participants in California, 18x the typical California plan (state average ~630 per filing). Assets: $453M.
- #19,645
- in Healthcare & Social Assistance (20,060 peers)
- -22.6%
- assets change YoY
- 4.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $134M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Sharpsaver Retirement Plan's outsized position by total assets
Sharpsaver Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$453,471,167 Top 2% higher than 98% 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 Retirement 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 Retirement Plan is a mega filing (11,379 participants), the rightmost band on the breakdown.
Plan-year Form 5500 strip
Filing strip 956077327 · Sharp Healthcare PY 2022 · Defined Benefit (Pension)
Sharpsaver Retirement Plan · $453M · 11,379 · 98th
- EIN $453M
- RANK 11,379
- PHOTO 98th
- IND Defined Benefit (Pension)
- EOY near The Nassau Companies of New York Employee Pension Plan
- 5500 ind #19645
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 Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $586M |
|---|---|
| Net Assets (End of Year) | $451M |
| Net Income | -$134M |
| Employer EIN | 956077327 |
| Plan Effective Date | 1981-01-01 |
| 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 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
Scale composition for Sharpsaver Retirement Plan
Sharpsaver Retirement Plan reports $453M in end-of-year assets across 11,379 participants (0.004% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.012% of 93,925,755 covered participants) - about $39,852 per participant (29% of the national average assets-per-participant) . Net income for plan year 2022 was -$134M.
This plan identity (EIN 956077327, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $453M to $687M (+51.4%) while covered participants moved from 11,379 to 13,524 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 11,379 | $453M | This page |
| 2023 | 13,460 | $679M | Open filing |
| 2024 · index core | 13,524 | $687M | 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 Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is The Nassau Companies of New York Employee Pension Plan in CT ($453M); by covered participants it is American Family Pension Plan in WI (11,381 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($453M here).
Similar participant headcount
Nearest other-state filings by covered participants (11,379 participants); asset peers above are excluded.
- American Family Pension Plan (WI) 11,381 · 2 off
- Pepsico Employees Retirement Plan I (NY) 11,386 · 7 off
- Phillips 66 Retirement Plan (TX) 11,398 · 19 off
- Sysco Corporation Retirement Plan (TX) 11,360 · 19 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.