Other · DOL Form 5500 · 2023
Sharp Healthcare Retirement Plan
Data updated 2026-08-11
- $1.2B
- Total assets
- 19,173
- Participants
- 99th
- Percentile by assets
- $62,905
- Avg per participant
Official DOL plan name: Sharpsaver Defined Contribution Plan · Sponsored by Sharp Healthcare · California · Healthcare & Social Assistance
$1.2B in assets, 19,173 participants
Sharp Healthcare's Sharpsaver Defined Contribution Plan reported $1.2B in total assets and 19,173 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.
- 99th percentile by assets (of 127,072 plans)
- #17,512 in Healthcare & Social Assistance (17,684 peers)
Coverage in California
Sharpsaver Defined Contribution Plan covers 19,173 participants in California, 30x the typical California plan (state average ~630 per filing). Assets: $1.2B.
- $1.2B
- total plan assets (2023 EOY)
- 19,173
- covered participants
- 99th
- percentile by assets (of 127,072 plans)
- $62,905
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sharpsaver Defined Contribution Plan reported net income rose from -$201M in the plan year 2022 filing to $206M in the plan year 2023 filing.
- Sharpsaver Defined Contribution Plan end-of-year assets rose from $998M in the plan year 2022 filing to $1.2B in the plan year 2023 filing.
- Sharpsaver Defined Contribution Plan reported participants rose from 19,079 in the plan year 2022 filing to 19,173 in the plan year 2023 filing.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Sharpsaver Defined Contribution Plan reports 19,173 participants - 30x that state average ($1.2B EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $998M |
|---|---|
| Net Assets (End of Year) | $1.2B |
| Net Income | $206M |
| Employer EIN | 956077327 |
| Plan Effective Date | 1980-07-01 |
| 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.
Sharpsaver Defined Contribution 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 Sharpsaver Defined Contribution Plan
Sharpsaver Defined Contribution Plan reports $1.2B in end-of-year assets across 19,173 participants (0.010% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.020% of 93,925,755 covered participants) - about $62,905 per participant (46% of the national average assets-per-participant) . Net income for plan year 2023 was $206M.
This plan identity (EIN 956077327, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $998M to $1.4B (+38.8%) while covered participants moved from 19,079 to 20,047 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 19,079 | $998M | Open filing |
| 2023 | 19,173 | $1.2B | This page |
| 2024 · index core | 20,047 | $1.4B | 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 Sharpsaver Defined Contribution Plan by total assets, not by location.
- Depaul University 403(b) Retirement Plan (IL) $1.2B · 4,048
- Hofstra University Pension Plan (NY) $1.2B · 2,306
- New York University Supplemental Tax Deferred Annuity Plan (NY) $1.2B · 17,231
- Lifespan Corporation 403(b)Retirement Plan (RI) $1.2B · 9,416
Frequently Asked Questions
How did Sharpsaver Defined Contribution Plan assets move in 2023? ▼
How have Sharp Healthcare plan assets changed over time? ▼
Where does Sharpsaver Defined Contribution Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Sharpsaver Defined Contribution Plan? ▼
Next read for Sharpsaver Defined Contribution Plan
Filing takeaways
Ways to act on Sharpsaver Defined Contribution Plan's numbers.
- By total assets, Sharpsaver Defined Contribution Plan ranks among the largest 1% of all filed plans. 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