Defined Benefit (Pension) · DOL Form 5500 · 2023
Sharp Healthcare Pension Plan
Data updated 2026-08-11
- $679M
- Total assets
- 13,460
- Participants
- 98th
- Percentile by assets
- $50,411
- Avg per participant
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.
- 98th percentile by assets (of 127,072 plans)
- #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.
- $679M
- total plan assets (2023 EOY)
- 13,460
- covered participants
- 98th
- percentile by assets (of 127,072 plans)
- $50,411
- avg assets per participant
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.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Sharpsaver Retirement Plan reports 13,460 participants - 21x that state average ($679M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $453M |
|---|---|
| Net Assets (End of Year) | $676M |
| Net Income | $82M |
| Employer EIN | 956077327 |
| Plan Effective Date | 1981-01-01 |
| 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 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
- Kaiser Permanente Retirement Plan $33.5B · 127,356
- Pacific Gas and Electric Company Retirement Plan $21.4B · 22,914
- Pacific Gas and Electric Company Retirement Plan $18.0B · 25,647
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $10.8B · 19,545
- Disney Salaried Pension Plan D $10.1B · 10,813
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 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 Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Sharpsaver Retirement Plan by total assets, not by location.
- Johnson & Johnson Retirement Plan for Puerto Rico Employees (NJ) $678M · 3,592
- Ti Employees Pension Plan (TX) $678M · 1,685
- Avaya Inc. Pension Plan (NJ) $678M · 278
- Texas Children's Hospital Cash Balance Pension Plan (TX) $679M · 12,128
Frequently Asked Questions
How did Sharpsaver Retirement Plan assets move in 2023? ▼
How have Sharp Healthcare plan assets changed over time? ▼
Where does Sharpsaver Retirement Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Sharpsaver Retirement Plan? ▼
Next read for Sharpsaver Retirement Plan
Filing takeaways
Ways to act on Sharpsaver Retirement Plan's numbers.
- By total assets, Sharpsaver 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 Defined Benefit (Pension) 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