Other · DOL Form 5500 · 2023
Sutter Bay Hospitals Retirement Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 130
- Participants Small participant base
- 70th
- Percentile by assets National rank
- $133,220
- Avg per participant Near avg balance/head
Official DOL plan name: Alta Bates Summit 403(b) Tda Retirement Plan · Sponsored by Sutter Bay Hospitals · California · Healthcare & Social Assistance
$17M in assets, 130 participants
Sutter Bay Hospitals's Alta Bates Summit 403(b) Tda Retirement Plan reported $17M in total assets and 130 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.
- #13,204 in Healthcare & Social Assistance (17,684 peers)
Coverage in California
Alta Bates Summit 403(b) Tda Retirement Plan covers 130 participants in California, about 21% of the average California filer (state average ~630 per filing). Assets: $17M.
- #13,204
- in Healthcare & Social Assistance (17,684 peers)
- +1.7%
- assets growth YoY
Alta Bates Summit 403(b) Tda Retirement Plan's outsized position by total assets
Alta Bates Summit 403(b) Tda Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$17,318,637 Top 30% higher than 70% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Alta Bates Summit 403(b) Tda Retirement Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Alta Bates Summit 403(b) Tda Retirement Plan sits mid-pack in the medium band (130 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Alta Bates Summit 403(b) Tda Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to $290K in the plan year 2023 filing.
- Alta Bates Summit 403(b) Tda Retirement Plan reported participants fell from 149 in the plan year 2022 filing to 130 in the plan year 2023 filing.
- Alta Bates Summit 403(b) Tda Retirement Plan end-of-year assets rose from $17M in the plan year 2022 filing to $17M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 940562680 · Sutter Bay Hospitals PY 2023 · Other
Alta Bates Summit 403(b) Tda Retirement Plan · $17M · 130 · 70th
- EIN $17M
- RANK 130
- PHOTO 70th
- IND Other
- EOY near Atlanta Legal Aid Society 403(b) Plan (Fka Atlanta Legal Aid, Inc Tax Sheltered Annuity)
- 5500 ind #13204
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 →
Alta Bates Summit 403(b) Tda Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $290K |
| Employer EIN | 940562680 |
| Plan Effective Date | 1987-09-20 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sutter Bay Hospitals)
Sponsor-wide plan assets over time
All Sutter Bay Hospitals plans reported in each filing year
- Latest sponsor-wide plan assets
- $128M 6.635423700509762% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 861 | $120M |
| 2023 | 4 | 784 | $128M |
| 2024 | 3 | 684 | $128M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $11.0B · 21,674
- Sutter Health 403(b) Savings Plan $6.5B · 50,273
- Stanford Health Care Retirement Savings Plan $5.8B · 22,681
- Caltech Base Retirement Plan $4.8B · 10,682
- University of Southern California Tax-Deferred Annuity Plan $4.3B · 21,764
Alta Bates Summit 403(b) Tda Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Atlanta Legal Aid Society 403(b) Plan (Fka Atlanta Legal Aid, Inc Tax Sheltered Annuity) in GA ($17M); by covered participants it is National Conference of Bar Examiners 403(b) Plan in WI (130 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
Similar participant headcount
Nearest other-state filings by covered participants (130 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.