Other · DOL Form 5500 · 2023
Sharp Healthcare Retirement Plan
Data updated 2026-08-11
- $657M
- Total assets
- 19,016
- Participants
- 98th
- Percentile by assets
- $34,550
- Avg per participant
Official DOL plan name: Sharp Healthcare 403(b) Tax Deferred Retirement Plan · Sponsored by Sharp Healthcare · California · Healthcare & Social Assistance
$657M in assets, 19,016 participants
Sharp Healthcare's Sharp Healthcare 403(b) Tax Deferred Retirement Plan reported $657M in total assets and 19,016 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.
- 98th percentile by assets (of 127,072 plans)
- #17,347 in Healthcare & Social Assistance (17,684 peers)
Coverage in California
Sharp Healthcare 403(b) Tax Deferred Retirement Plan covers 19,016 participants in California, 30x the typical California plan (state average ~630 per filing). Assets: $657M.
- $657M
- total plan assets (2023 EOY)
- 19,016
- covered participants
- 98th
- percentile by assets (of 127,072 plans)
- $34,550
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sharp Healthcare 403(b) Tax Deferred Retirement Plan reported net income rose from -$62M in the plan year 2022 filing to $98M in the plan year 2023 filing.
- Sharp Healthcare 403(b) Tax Deferred Retirement Plan end-of-year assets rose from $559M in the plan year 2022 filing to $657M in the plan year 2023 filing.
- Sharp Healthcare 403(b) Tax Deferred Retirement Plan reported participants rose from 18,899 in the plan year 2022 filing to 19,016 in the plan year 2023 filing.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Sharp Healthcare 403(b) Tax Deferred Retirement Plan reports 19,016 participants - 30x that state average ($657M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $559M |
|---|---|
| Net Assets (End of Year) | $657M |
| Net Income | $98M |
| Employer EIN | 956077327 |
| Plan Effective Date | 1982-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sharp Healthcare)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 52,906 | $2.0B |
| 2023 | 3 | 51,649 | $2.5B |
| 2024 | 3 | 53,413 | $2.8B |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
Sharp Healthcare 403(b) Tax Deferred Retirement Plan vs. nearby Other plans in California, assets vs. participants
- 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
Scale composition for Sharp Healthcare 403(b) Tax Deferred Retirement Plan
Sharp Healthcare 403(b) Tax Deferred Retirement Plan reports $657M in end-of-year assets across 19,016 participants (0.005% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.020% of 93,925,755 covered participants) - about $34,550 per participant (25% of the national average assets-per-participant) . Net income for plan year 2023 was $98M.
This plan identity (EIN 956077327, plan #006) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $559M to $744M (+33.2%) while covered participants moved from 18,899 to 19,842 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 18,899 | $559M | Open filing |
| 2023 | 19,016 | $657M | This page |
| 2024 · index core | 19,842 | $744M | 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)
Similar-Sized Other Plans Nationally
Other plans in other states closest to Sharp Healthcare 403(b) Tax Deferred Retirement Plan by total assets, not by location.
- Methodist Health System 403(b)Plan (TX) $657M · 9,350
- St. Luke's Health Network 403(b) Plan (PA) $656M · 18,569
- Albert Einstein Healthcare Network Retirement Savings Plan (PA) $659M · 7,359
- South Shore Hospital Retirement Savings Plan (MA) $655M · 5,591
Frequently Asked Questions
How did Sharp Healthcare 403(b) Tax Deferred Retirement Plan assets move in 2023? ▼
How have Sharp Healthcare plan assets changed over time? ▼
Where does Sharp Healthcare 403(b) Tax Deferred Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Sharp Healthcare 403(b) Tax Deferred Retirement Plan? ▼
Next read for Sharp Healthcare 403(b) Tax Deferred Ret…
Filing takeaways
Ways to act on Sharp Healthcare 403(b) Tax Deferred Retirement Plan's numbers.
- By total assets, Sharp Healthcare 403(b) Tax Deferred Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in California. Compare plans
- Sharp Healthcare's sponsor-wide assets have grown 40.1% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans