Other · DOL Form 5500 · 2023

Sansum Clinic Retirement Plan

Data updated 2026-08-25

$67M
Total assets Below avg plan size
1,270
Participants Near avg headcount
88th
Percentile by assets National rank
$52,857
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sansum Clinic Match Plan · Sponsored by Sansum Clinic · California · Healthcare & Social Assistance

$67M in assets, 1,270 participants

Sansum Clinic's Sansum Clinic Match Plan reported $67M in total assets and 1,270 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #15,903 in Healthcare & Social Assistance (17,684 peers)

Coverage in California

Sansum Clinic Match Plan covers 1,270 participants in California, 2.0x the typical California plan (state average ~630 per filing). Assets: $67M.

#15,903
in Healthcare & Social Assistance (17,684 peers)
+11.3%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Sansum Clinic Match Plan's outsized position by total assets

Sansum Clinic Match Plan vs every filed plan by assets

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

$67,128,500 Top 12% higher than 88% 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

Sansum Clinic Match 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. Sansum Clinic Match Plan lands in the large band (1,270 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sansum Clinic Match Plan reported net income rose from -$7M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Sansum Clinic Match Plan end-of-year assets rose from $60M in the plan year 2022 filing to $67M in the plan year 2023 filing.
  • Sansum Clinic Match Plan reported participants fell from 1,291 in the plan year 2022 filing to 1,270 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 956419205 · Sansum Clinic PY 2023 · Other

Sansum Clinic Match Plan · $67M · 1,270 · 88th

  • NET $67M
  • BOOK 1,270
  • VS-ST 88th
  • BOY Other
  • SCH near North Country Health System, Inc. Contributory Tax Sheltered Retirement Plan
  • EBSA ind #15903

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 →

Sansum Clinic Match Plan in the asset neighbourhood

Trevor Day School Retirement and Savings PlanTrevor Day School Retirement…$67MTj Regional Health Inc. 403(b) PlanTj Regional Health Inc. 403(…$67MNorth Country Health System, Inc. Contributory Tax Sheltered Retirement PlanNorth Country Health System,…$67MSansum Clinic Match Plan$67MNew York Philharmonic 403(b) Retirement PlanNew York Philharmonic 403(b)…$67M
End-of-year total assets ($M) among Sansum Clinic Match Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$60M
Net Assets (End of Year)$67M
Net Income$7M
Employer EIN956419205
Plan Effective Date1991-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sansum Clinic)

Sponsor-wide plan assets over time

All Sansum Clinic plans reported in each filing year

Latest sponsor-wide plan assets
$66M 9.771282295920143% vs 2022
2024 filing year
$55M$60M$65M$70M 202220232024 $60.3M $66.2M ▲ +9.8%
Year Plans Participants Total Assets
2022 1 1,291 $60M
2023 1 1,270 $67M
2024 1 1,180 $66M

Nearby Other Plans in California

Peer Other plans, same state, same plan type, ranked by total assets.

Sansum Clinic Match Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Sansum Clinic Match Plan, Total assets ($B): 0.0671285 · Participants: 1270Sansum Clinic Match PlanStanford Contributory Retirement Plan, Total assets ($B): 11.039978863 · Participants: 21674Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 6.533806707 · Participants: 50273Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 5.761504142 · Participants: 22681Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.792181822 · Participants: 10682Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.277911652 · Participants: 21764University of Southern California Tax-Deferred Annuity Plan
Sansum Clinic Match Plan vs. nearby Other plans in California, assets vs. participants
Compare Sansum Clinic Match Plan side-by-side with 3 peers →

Sansum Clinic Match Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is North Country Health System, Inc. Contributory Tax Sheltered Retirement Plan in VT ($67M); by covered participants it is Brown Physicians, Inc. 403(b) Plan in RI (1,271 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,270 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 Sansum Clinic Match Plan assets move in 2023? ▼
Sansum Clinic Match Plan grew at a solid clip - up 11.3% during 2023, from $60M to $67M. Reported net income was $7M.
How have Sansum Clinic plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sansum Clinic's sponsor-wide assets grew 9.8%, from $60M to $66M.
Where does Sansum Clinic Match Plan rank by assets among Form 5500 filers? ▼
Sansum Clinic Match Plan ranks in the 88th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Sansum Clinic Match Plan? ▼
Among Other plans in other states, the closest by assets is North Country Health System, Inc. Contributory Tax Sheltered Retirement Plan in VT ($67M, 612 participants).
Which Other plans cover a similar participant headcount to Sansum Clinic Match Plan? ▼
Among Other plans in other states, the closest by covered participants is Brown Physicians, Inc. 403(b) Plan in RI (1,271 participants, $248M 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 956419205.

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.