401(k) · DOL Form 5500 · 2023

Sutter Medical Group, Inc. 401(k) Plan

Data updated 2026-08-25

$887M
Total assets Above avg plan size
1,040
Participants Near avg headcount
98th
Percentile by assets National rank
$852,859
Avg per participant High balance/head
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Official DOL plan name: Sutter Medical Group 401(k) Profit Sharing Plan · Sponsored by Sutter Medical Group, Inc. · California · Healthcare & Social Assistance

$887M in assets, 1,040 participants

Sutter Medical Group, Inc.'s Sutter Medical Group 401(k) Profit Sharing Plan reported $887M in total assets and 1,040 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.

  • #17,443 in Healthcare & Social Assistance (17,684 peers)

Where Sutter Medical Group 401(k) Profit Sharing Plan sits by assets

Sutter Medical Group 401(k) Profit Sharing Plan sits in the top 5% of all filed plans by assets, $887M for 1,040 participants (~$852,859/participant), up 19.1% in 2023.

#17,443
in Healthcare & Social Assistance (17,684 peers)
+19.1%
assets growth YoY
8.9×
vs typical plan assets (national mean)

Sutter Medical Group 401(k) Profit Sharing Plan's outsized position by total assets

Sutter Medical Group 401(k) Profit Sharing Plan vs every filed plan by assets

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

$886,973,524 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

Sutter Medical Group 401(k) Profit Sharing Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sutter Medical Group 401(k) Profit Sharing Plan lands in the large band (1,040 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sutter Medical Group 401(k) Profit Sharing Plan reported net income rose from -$154M in the plan year 2022 filing to $142M in the plan year 2023 filing.
  • Sutter Medical Group 401(k) Profit Sharing Plan end-of-year assets rose from $745M in the plan year 2022 filing to $887M in the plan year 2023 filing.
  • Sutter Medical Group 401(k) Profit Sharing Plan reported participants fell from 1,274 in the plan year 2022 filing to 1,040 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 680002401 · Sutter Medical Group, Inc. PY 2023 · 401(k)

Sutter Medical Group 401(k) Profit Sharing Plan · $887M · 1,040 · 98th

  • TYPE $887M
  • TYPE 1,040
  • TYPE 98th
  • TYPE 401(k)
  • TYPE near Genesis Administrative Services 401(k) Plan #1
  • TYPE ind #17443

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 →

Sutter Medical Group 401(k) Profit Sharing Plan in the asset neighbourhood

Retirement Contribution and 403(b) Matching Plan of the University of Pennsylvania Health SystemRetirement Contribution and …$889MOwens & Minor 401(k) Savings and Retirement PlanOwens & Minor 401(k) Savings…$889MGenesis Administrative Services 401(k) Plan #1Genesis Administrative Servi…$888MSutter Medical Group 401(k) Profit Sharing PlanSutter Medical Group 401(k) …$887MAarp Employees 401(k) Plan$886M
End-of-year total assets ($M) among Sutter Medical Group 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$745M
Net Assets (End of Year)$887M
Net Income$142M
Employer EIN680002401
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sutter Medical Group, Inc.)

Sponsor-wide plan assets over time

All Sutter Medical Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1.0B 40.90877714295005% vs 2022
2024 filing year
$0.7B$0.8B$0.9B$1B$1.1B 202220232024 $0.74B $1.05B ▲ +41.9%
Year Plans Participants Total Assets
2022 1 1,274 $745M
2023 1 1,040 $887M
2024 1 1,089 $1.0B

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Sutter Medical Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Sutter Medical Group 401(k) Profit Sharing Plan, Total assets ($B): 0.886973524 · Participants: 1040Sutter Medical Group 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Sutter Medical Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Sutter Medical Group 401(k) Profit Sharing Plan side-by-side with 3 peers →

Sutter Medical Group 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Genesis Administrative Services 401(k) Plan #1 in PA ($888M); by covered participants it is Trefz Corporation & Its Affiliates Profit Sharing 401(k) Plan in CT (1,040 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,040 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 Sutter Medical Group 401(k) Profit Sharing Plan assets move in 2023? ▼
Sutter Medical Group 401(k) Profit Sharing Plan grew sharply - up 19.1% during 2023, from $745M to $887M. Reported net income was $142M.
How have Sutter Medical Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sutter Medical Group, Inc.'s sponsor-wide assets grew 40.9%, from $745M to $1.0B.
Where does Sutter Medical Group 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Sutter Medical Group 401(k) Profit Sharing 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 401(k) plans are similar in size to Sutter Medical Group 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Genesis Administrative Services 401(k) Plan #1 in PA ($888M, 14,027 participants).
Which 401(k) plans cover a similar participant headcount to Sutter Medical Group 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Trefz Corporation & Its Affiliates Profit Sharing 401(k) Plan in CT (1,040 participants, $20M 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 680002401.

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.