401(k) · DOL Form 5500 · 2023

Sharp Health Plan 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
91
Participants Small participant base
47th
Percentile by assets National rank
$61,874
Avg per participant Low balance/head
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Official DOL plan name: Sharp Health Plan 401(k) Plan · Sponsored by Sharp Health Plan · California · Finance & Insurance

$6M in assets, 91 participants

Sharp Health Plan's Sharp Health Plan 401(k) Plan reported $6M in total assets and 91 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • #2,943 in Finance & Insurance (8,869 peers)

Sharp Health Plan multi-year trail

Sharp Health Plan's plans moved +13.4% in assets from 2022 to 2024; this filing shows Sharp Health Plan 401(k) Plan at $6M / 91 participants.

#2,943
in Finance & Insurance (8,869 peers)
+10.1%
assets growth YoY

Sharp Health Plan 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Sharp Health Plan 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$5,630,510 47th percentile higher than 47% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Sharp Health Plan 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sharp Health Plan 401(k) Plan is a small filing (91 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sharp Health Plan 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $517K in the plan year 2023 filing.
  • Sharp Health Plan 401(k) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Sharp Health Plan 401(k) Plan reported participants fell from 92 in the plan year 2022 filing to 91 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 330519730 · Sharp Health Plan PY 2023 · 401(k)

Sharp Health Plan 401(k) Plan · $6M · 91 · 47th

  • PHOTO $6M
  • PHOTO 91
  • PHOTO 47th
  • PHOTO 401(k)
  • PHOTO near Zone & Co 401(k) P/S Plan
  • PHOTO ind #2943

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 Finance & Insurance retirement plans → · Plans in California →

Sharp Health Plan 401(k) Plan in the asset neighbourhood

Sharp Health Plan 401(k) Plan$6MZone & Co 401(k) P/S Plan$6MCo-Op 401(k) Plan$6MUrban Community School 401(k) PlanUrban Community School 401(k…$6MMidtown Consulting Group, Inc 401(k) Profit Sharing Plan and TrustMidtown Consulting Group, In…$6M
End-of-year total assets ($M) among Sharp Health Plan 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Sharp Health Plan multi-year asset trail

Sponsor-wide plan assets over time

All Sharp Health Plan plans reported in each filing year

Latest sponsor-wide plan assets
$6M 13.352422059799002% vs 2022
2024 filing year
$5M$5.5M$6M 202220232024 $5.11M $5.8M ▲ +13.5%
Year Plans Participants Total Assets
2022 1 92 $5M
2023 1 91 $6M
2024 1 85 $6M

Sharp Health Plan filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$517K
Employer EIN330519730
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Sharp Health Plan 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Sharp Health Plan 401(k) Plan, Total assets ($B): 0.00563051 · Participants: 91Sharp Health Plan 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Sharp Health Plan 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Sharp Health Plan 401(k) Plan side-by-side with 3 peers →

Sharp Health Plan 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Zone & Co 401(k) P/S Plan in MA ($6M); by covered participants it is Jem Technical 401(k) & Profit Sharing Plan in MN (91 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (91 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.

Frequently Asked Questions

How did Sharp Health Plan 401(k) Plan assets move in 2023? ▼
Sharp Health Plan 401(k) Plan grew at a solid clip - up 10.1% during 2023, from $5M to $6M. Reported net income was $517K.
How have Sharp Health Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sharp Health Plan's sponsor-wide assets grew 13.4%, from $5M to $6M.
Which 401(k) plans are similar in size to Sharp Health Plan 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Zone & Co 401(k) P/S Plan in MA ($6M, 185 participants).
Which 401(k) plans cover a similar participant headcount to Sharp Health Plan 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jem Technical 401(k) & Profit Sharing Plan in MN (91 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 330519730.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.