Other · DOL Form 5500 · 2023
Sharp Healthcare Retirement Plan
Data updated 2026-08-25
- $657M
- Total assets Above avg plan size
- 19,016
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $34,550
- Avg per participant Low balance/head
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.
- #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.
- #17,347
- in Healthcare & Social Assistance (17,684 peers)
- +17.6%
- assets growth YoY
- 6.6×
- vs typical plan assets (national mean)
Sharp Healthcare 403(b) Tax Deferred Retirement Plan's outsized position by total assets
Sharp Healthcare 403(b) Tax Deferred Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$657,010,678 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
Sharp Healthcare 403(b) Tax Deferred 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. Sharp Healthcare 403(b) Tax Deferred Retirement Plan is a mega filing (19,016 participants), the rightmost band on the breakdown.
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.
DOL schedule card
Filing strip 956077327 · Sharp Healthcare PY 2023 · Other
Sharp Healthcare 403(b) Tax Deferred Retirement Plan · $657M · 19,016 · 98th
- BOY $657M
- BOY 19,016
- BOY 98th
- BOY Other
- BOY near Methodist Health System 403(b)Plan
- BOY ind #17347
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 →
Sharp Healthcare 403(b) Tax Deferred Retirement Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Sharp Healthcare plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.8B 40.097286597057575% vs 2022
- 2024 filing year
| 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.
- 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)
Sharp Healthcare 403(b) Tax Deferred Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Methodist Health System 403(b)Plan in TX ($657M); by covered participants it is Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan in NC (18,961 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($657M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (19,016 participants); asset peers above are excluded.
- Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan (NC) 18,961 · 55 off
- Yale University Tax-Deferred 403(b) Savings Plan (CT) 18,754 · 262 off
- Lehigh Valley Health Network, Inc. 403(b) Savings Plan (PA) 18,331 · 685 off
- Penn State Health Tax Sheltered Annuity Program (PA) 18,215 · 801 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.