Profit Sharing · DOL Form 5500 · 2023
Sutter Health Profit Sharing Plan
Data updated 2026-08-25
- $752M
- Total assets Above avg plan size
- 11,232
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $66,994
- Avg per participant Below avg balance/head
Official DOL plan name: Sutter Health Retirement Income Plan · Sponsored by Sutter Health · California · Healthcare & Social Assistance
$752M in assets, 11,232 participants
Sutter Health's Sutter Health Retirement Income Plan reported $752M in total assets and 11,232 participants in its 2023 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.
- #17,400 in Healthcare & Social Assistance (17,684 peers)
Coverage in California
Sutter Health Retirement Income Plan covers 11,232 participants in California, 18x the typical California plan (state average ~630 per filing). Assets: $752M.
- #17,400
- in Healthcare & Social Assistance (17,684 peers)
- +19.7%
- assets growth YoY
- 7.5×
- vs typical plan assets (national mean)
Sutter Health Retirement Income Plan's outsized position by total assets
Sutter Health Retirement Income Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$752,479,041 Top 2% higher than 98% 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
Sutter Health Retirement Income Plan's mega-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sutter Health Retirement Income Plan is a mega filing (11,232 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sutter Health Retirement Income Plan reported net income rose from -$129M in the plan year 2022 filing to $124M in the plan year 2023 filing.
- Sutter Health Retirement Income Plan reported participants rose from 8,810 in the plan year 2022 filing to 11,232 in the plan year 2023 filing.
- Sutter Health Retirement Income Plan end-of-year assets rose from $628M in the plan year 2022 filing to $752M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 942788907 · Sutter Health PY 2023 · Profit Sharing
Sutter Health Retirement Income Plan · $752M · 11,232 · 98th
- VS-ST $752M
- BOY 11,232
- SCH 98th
- EBSA Profit Sharing
- PART near Uma Retirement Plan
- TYPE ind #17400
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 →
Sutter Health Retirement Income Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $628M |
|---|---|
| Net Assets (End of Year) | $752M |
| Net Income | $124M |
| Employer EIN | 942788907 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sutter Health)
Sponsor-wide plan assets over time
All Sutter Health plans reported in each filing year
- Latest sponsor-wide plan assets
- $15.1B 24.368392769155733% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 6 | 97,740 | $12.1B |
| 2023 | 6 | 100,618 | $13.6B |
| 2024 | 6 | 108,498 | $15.1B |
Nearby Profit Sharing Plans in California
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Intel Retirement Contribution Plan $7.2B · 21,513
- Scpmg Keogh Plan $6.8B · 10,125
- Motion Picture Industry Individual Account Plan $5.9B · 71,071
- Memorialcare Retirement Plan $1.3B · 4,728
- Disney Retirement Savings Plan $1.1B · 37,110
Scale composition for Sutter Health Retirement Income Plan
Sutter Health Retirement Income Plan reports $752M in end-of-year assets across 11,232 participants (0.006% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.012% of 93,925,755 covered participants) - about $66,994 per participant (48% of the national average assets-per-participant) . Net income for plan year 2023 was $124M.
This plan identity (EIN 942788907, plan #334) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $628M to $865M (+37.6%) while covered participants moved from 8,810 to 12,414 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 8,810 | $628M | Open filing |
| 2023 | 11,232 | $752M | This page |
| 2024 · index core | 12,414 | $865M | Open filing |
The same sponsor also keeps 4 other index-core plans on PlainRetire:
- Sutter Health 403(b) Savings Plan (Other, $7.6B, 54,954 participants)
- Sutter Health Retirement Plan (Defined Benefit (Pension), $6.2B, 37,201 participants)
- Sutter Health Retirement Income Plan (Profit Sharing, $865M, 12,414 participants)
- Sutter Health 401(k) Savings Plan (401(k), $180M, 2,714 participants)
Sutter Health Retirement Income Plan's out-of-state Profit Sharing peers by assets and headcount
Outside California, the nearest Profit Sharing by assets is Uma Retirement Plan in SC ($756M); by covered participants it is Mason Tenders District Council Annuity Fund in NY (11,237 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($752M here).
- Uma Retirement Plan (SC) $756M · 2,510
- The Hospital for Special Surgery 403(b) Plan (NY) $748M · 4,807
- Temple University Health System, Inc. Defined Contribution Retirement Plan (PA) $763M · 10,204
- Les Schwab Profit Sharing Retirement Plan (OR) $770M · 5,474
Similar participant headcount
Nearest other-state filings by covered participants (11,232 participants); asset peers above are excluded.
- Mason Tenders District Council Annuity Fund (NY) 11,237 · 5 off
- Legacy Health Defined Contribution Retirement Plan (OR) 11,313 · 81 off
- The Arc New York Affiliated Employers 401(k) Plan (NY) 11,366 · 134 off
- Presbyterian Healthcare Services 401(a) Plan (NM) 11,386 · 154 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.