Other · DOL Form 5500 · 2023
Sharp Healthcare Retirement Plan
Data updated 2026-08-25
- $1.2B
- Total assets Very large vs avg
- 19,173
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $62,905
- Avg per participant Low balance/head
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.
- #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.
- #17,512
- in Healthcare & Social Assistance (17,684 peers)
- +20.8%
- assets growth YoY
- 12×
- vs typical plan assets (national mean)
Sharpsaver Defined Contribution Plan's outsized position by total assets
Sharpsaver Defined Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,206,082,433 Top 1% higher than 99% 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
Sharpsaver Defined Contribution 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. Sharpsaver Defined Contribution Plan is a mega filing (19,173 participants), the rightmost band on the breakdown.
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.
Form 5500 schedule snapshot
Filing strip 956077327 · Sharp Healthcare PY 2023 · Other
Sharpsaver Defined Contribution Plan · $1.2B · 19,173 · 99th
- BOY $1.2B
- BOY 19,173
- BOY 99th
- BOY Other
- BOY near Depaul University 403(b) Retirement Plan
- BOY ind #17512
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 →
Sharpsaver Defined Contribution Plan in the asset neighbourhood
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)
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 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)
Sharpsaver Defined Contribution Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Depaul University 403(b) Retirement Plan in IL ($1.2B); 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 ($1.2B here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (19,173 participants); asset peers above are excluded.
- Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan (NC) 18,961 · 212 off
- Yale University Tax-Deferred 403(b) Savings Plan (CT) 18,754 · 419 off
- St. Luke's Health Network 403(b) Plan (PA) 18,569 · 604 off
- Inova Health System 403(b) Plan (VA) 19,826 · 653 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.