Profit Sharing · DOL Form 5500 · 2023

Sutter Hill Management Company, L.L.C. Profit Sharing Plan

Data updated 2026-08-25

$804M
Total assets Above avg plan size
58
Participants Small participant base
98th
Percentile by assets National rank
$13.9M
Avg per participant High balance/head
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Official DOL plan name: Shv Profit Sharing Plan · Sponsored by Sutter Hill Management Company, L.L.C. · California · Finance & Insurance

$804M in assets, 58 participants

Sutter Hill Management Company, L.L.C.'s Shv Profit Sharing Plan reported $804M in total assets and 58 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.

  • #8,596 in Finance & Insurance (8,869 peers)

Where Shv Profit Sharing Plan sits by assets

Shv Profit Sharing Plan sits in the top 5% of all filed plans by assets, $804M for 58 participants (~$13.9M/participant), up 89.5% in 2023.

#8,596
in Finance & Insurance (8,869 peers)
+89.5%
assets growth YoY
8.1×
vs typical plan assets (national mean)

Shv Profit Sharing Plan's outsized position by total assets

Shv Profit Sharing Plan vs every filed plan by assets

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

$804,375,431 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

Shv Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shv Profit Sharing Plan is a small filing (58 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Shv Profit Sharing Plan reported net income rose from -$236M in the plan year 2022 filing to $386M in the plan year 2023 filing.
  • Shv Profit Sharing Plan end-of-year assets rose from $424M in the plan year 2022 filing to $804M in the plan year 2023 filing.
  • Shv Profit Sharing Plan reported participants rose from 56 in the plan year 2022 filing to 58 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 770080676 · Sutter Hill Management Company, L.L.C. PY 2023 · Profit Sharing

Shv Profit Sharing Plan · $804M · 58 · 98th

  • NET $804M
  • BOOK 58
  • VS-ST 98th
  • BOY Profit Sharing
  • SCH near Les Schwab Profit Sharing Retirement Plan
  • EBSA ind #8596

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 Finance & Insurance retirement plans → · Plans in California →

Shv Profit Sharing Plan in the asset neighbourhood

Painting Industry Annuity FundPainting Industry Annuity Fu…$812MLes Schwab Profit Sharing Retirement PlanLes Schwab Profit Sharing Re…$805MShv Profit Sharing Plan$804MAspirus, Inc. Retirement Plan$795MDana-Farber Cancer Institute Retirement PlanDana-Farber Cancer Institute…$788M
End-of-year total assets ($M) among Shv Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$424M
Net Assets (End of Year)$804M
Net Income$386M
Employer EIN770080676
Plan Effective Date1975-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sutter Hill Management Company, L.L.C.)

Sponsor-wide plan assets over time

All Sutter Hill Management Company, L.L.C. plans reported in each filing year

Latest sponsor-wide plan assets
$1.3B 214.49770788496326% vs 2022
2024 filing year
$0B$0.5B$1B$1.5B 202220232024 $0.42B $1.33B ▲ +216.7%
Year Plans Participants Total Assets
2022 1 56 $424M
2023 1 58 $804M
2024 1 53 $1.3B

Nearby Profit Sharing Plans in California

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

Shv Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 02468 Total assets ($B) Participants Shv Profit Sharing Plan, Total assets ($B): 0.804375431 · Participants: 58Shv Profit Sharing PlanIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
Shv Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Shv Profit Sharing Plan side-by-side with 3 peers →

Shv Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Les Schwab Profit Sharing Retirement Plan in OR ($805M); by covered participants it is Kirkland Inc. Retirement Plan in NV (58 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($804M here).

Similar participant headcount

Nearest other-state filings by covered participants (58 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 Shv Profit Sharing Plan assets move in 2023? ▼
Shv Profit Sharing Plan surged - up 89.5% during 2023, from $424M to $804M. Reported net income was $386M.
How have Sutter Hill Management Company, L.L.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sutter Hill Management Company, L.L.C.'s sponsor-wide assets grew 214.5%, from $424M to $1.3B.
Where does Shv Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Shv 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 Profit Sharing plans are similar in size to Shv Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Les Schwab Profit Sharing Retirement Plan in OR ($805M, 5,463 participants).
Which Profit Sharing plans cover a similar participant headcount to Shv Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Kirkland Inc. Retirement Plan in NV (58 participants, N/A 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 770080676.

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.