Defined Benefit (Pension) · DOL Form 5500 · 2023
Sutter Health Pension Plan
Data updated 2026-08-25
- $5.9B
- Total assets Very large vs avg
- 34,955
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $169,283
- Avg per participant Above avg balance/head
Official DOL plan name: Sutter Health Retirement Plan · Sponsored by Sutter Health · California · Healthcare & Social Assistance
$5.9B in assets, 34,955 participants
Sutter Health's Sutter Health Retirement Plan reported $5.9B in total assets and 34,955 participants in its 2023 DOL Form 5500 filing, ranking in the 100th 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.
- #17,660 in Healthcare & Social Assistance (17,684 peers)
Coverage in California
Sutter Health Retirement Plan covers 34,955 participants in California, 55x the typical California plan (state average ~630 per filing). Assets: $5.9B.
- #17,660
- in Healthcare & Social Assistance (17,684 peers)
- +2.6%
- assets growth YoY
- 59×
- vs typical plan assets (national mean)
Sutter Health Retirement Plan's outsized position by total assets
Sutter Health Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$5,917,272,044 Highest reported value at or above every one 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 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 Plan is a mega filing (34,955 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sutter Health Retirement Plan reported net income rose from -$945M in the plan year 2022 filing to $181M in the plan year 2023 filing.
- Sutter Health Retirement Plan end-of-year assets rose from $5.8B in the plan year 2022 filing to $5.9B in the plan year 2023 filing.
- Sutter Health Retirement Plan reported participants fell from 35,712 in the plan year 2022 filing to 34,955 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 942788907 · Sutter Health PY 2023 · Defined Benefit (Pension)
Sutter Health Retirement Plan · $5.9B · 34,955 · 100th
- EBSA $5.9B
- PART 34,955
- TYPE 100th
- NET Defined Benefit (Pension)
- BOOK near Eversource Pension Plan
- VS-ST ind #17660
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 Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $5.8B |
|---|---|
| Net Assets (End of Year) | $5.7B |
| Net Income | $181M |
| Employer EIN | 942788907 |
| Plan Effective Date | 1959-04-01 |
| 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 Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Kaiser Permanente Retirement Plan $33.5B · 127,356
- Pacific Gas and Electric Company Retirement Plan $21.4B · 22,914
- Pacific Gas and Electric Company Retirement Plan $18.0B · 25,647
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $10.8B · 19,545
- Disney Salaried Pension Plan D $10.1B · 10,813
Scale composition for Sutter Health Retirement Plan
Sutter Health Retirement Plan reports $5.9B in end-of-year assets across 34,955 participants (0.048% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.037% of 93,925,755 covered participants) - about $169,283 per participant (1.2x the national average assets-per-participant) . Net income for plan year 2023 was $181M.
This plan identity (EIN 942788907, plan #333) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $5.8B to $6.2B (+6.8%) while covered participants moved from 35,712 to 37,201 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 35,712 | $5.8B | Open filing |
| 2023 | 34,955 | $5.9B | This page |
| 2024 · index core | 37,201 | $6.2B | 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 Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Eversource Pension Plan in CT ($5.9B); by covered participants it is 1199seiu Home Care Employees Pension Fund in NY (34,420 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5.9B here).
- Eversource Pension Plan (CT) $5.9B · 3,717
- Midwest Operating Engineers Pension Trust Fund (IL) $5.8B · 12,949
- Ntess Retirement Income Plan (NM) $6.1B · 3,544
- Triad Defined Benefit Pension Plan (NM) $5.7B · 2,214
Similar participant headcount
Nearest other-state filings by covered participants (34,955 participants); asset peers above are excluded.
- 1199seiu Home Care Employees Pension Fund (NY) 34,420 · 535 off
- Allstate Retirement Plan (TX) 33,489 · 1,466 off
- Liberty Mutual Retirement Benefit Plan (MA) 37,145 · 2,190 off
- The Boeing Company Employee Retirement Plan (WA) 32,477 · 2,478 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.