Defined Benefit (Pension) · DOL Form 5500 · 2023

Sharp Healthcare Pension Plan

Data updated 2026-08-25

$679M
Total assets Above avg plan size
13,460
Participants Very large workforce
98th
Percentile by assets National rank
$50,411
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sharpsaver Retirement Plan · Sponsored by Sharp Healthcare · California · Healthcare & Social Assistance

$679M in assets, 13,460 participants

Sharp Healthcare's Sharpsaver Retirement Plan reported $679M in total assets and 13,460 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.

  • #17,361 in Healthcare & Social Assistance (17,684 peers)

Coverage in California

Sharpsaver Retirement Plan covers 13,460 participants in California, 21x the typical California plan (state average ~630 per filing). Assets: $679M.

#17,361
in Healthcare & Social Assistance (17,684 peers)
+49.6%
assets growth YoY
6.8×
vs typical plan assets (national mean)

Sharpsaver Retirement Plan's outsized position by total assets

Sharpsaver Retirement Plan vs every filed plan by assets

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

$678,530,507 Top 2% higher than 98% 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

Sharpsaver 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. Sharpsaver Retirement Plan is a mega filing (13,460 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sharpsaver Retirement Plan reported net income rose from -$134M in the plan year 2022 filing to $82M in the plan year 2023 filing.
  • Sharpsaver Retirement Plan end-of-year assets rose from $453M in the plan year 2022 filing to $679M in the plan year 2023 filing.
  • Sharpsaver Retirement Plan reported participants rose from 11,379 in the plan year 2022 filing to 13,460 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 956077327 · Sharp Healthcare PY 2023 · Defined Benefit (Pension)

Sharpsaver Retirement Plan · $679M · 13,460 · 98th

  • BOOK $679M
  • BOOK 13,460
  • BOOK 98th
  • BOOK Defined Benefit (Pension)
  • BOOK near Johnson & Johnson Retirement Plan for Puerto Rico Employees
  • BOOK ind #17361

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 Retirement Plan in the asset neighbourhood

Texas Children's Hospital Cash Balance Pension PlanTexas Children's Hospital Ca…$679MSharpsaver Retirement Plan$679MJohnson & Johnson Retirement Plan for Puerto Rico EmployeesJohnson & Johnson Retirement…$678MTi Employees Pension Plan$678MAvaya Inc. Pension Plan$678M
End-of-year total assets ($M) among Sharpsaver Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$453M
Net Assets (End of Year)$676M
Net Income$82M
Employer EIN956077327
Plan Effective Date1981-01-01
Filing StatusFILING 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
$1.5B$2B$2.5B$3B 202220232024 $2.01B $2.82B ▲ +40.3%
Year Plans Participants Total Assets
2022 4 52,906 $2.0B
2023 3 51,649 $2.5B
2024 3 53,413 $2.8B

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Sharpsaver Retirement Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. 050000100000150000 -10010203040 Total assets ($B) Participants Sharpsaver Retirement Plan, Total assets ($B): 0.678530507 · Participants: 13460Sharpsaver Retirement PlanKaiser Permanente Retirement Plan, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Electric Company Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pension Plan D
Sharpsaver Retirement Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Sharpsaver Retirement Plan side-by-side with 3 peers →

Scale composition for Sharpsaver Retirement Plan

Sharpsaver Retirement Plan reports $679M in end-of-year assets across 13,460 participants (0.006% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.014% of 93,925,755 covered participants) - about $50,411 per participant (36% of the national average assets-per-participant) . Net income for plan year 2023 was $82M.

This plan identity (EIN 956077327, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $453M to $687M (+51.4%) while covered participants moved from 11,379 to 13,524 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 11,379 $453M Open filing
2023 13,460 $679M This page
2024 · index core 13,524 $687M Open filing

The same sponsor also keeps 3 other index-core plans on PlainRetire:

Sharpsaver Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Johnson & Johnson Retirement Plan for Puerto Rico Employees in NJ ($678M); by covered participants it is The Cchs Retirement Plan in OH (13,403 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($679M here).

Similar participant headcount

Nearest other-state filings by covered participants (13,460 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 Sharpsaver Retirement Plan assets move in 2023? ▼
Sharpsaver Retirement Plan surged - up 49.6% during 2023, from $453M to $679M. Reported net income was $82M.
How have Sharp Healthcare plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sharp Healthcare's sponsor-wide assets grew 40.1%, from $2.0B to $2.8B.
Where does Sharpsaver Retirement Plan rank by assets among Form 5500 filers? ▼
Sharpsaver Retirement Plan ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Sharpsaver Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Johnson & Johnson Retirement Plan for Puerto Rico Employees in NJ ($678M, 3,592 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Sharpsaver Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Cchs Retirement Plan in OH (13,403 participants, $1.1B 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 956077327.

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.