Profit Sharing · DOL Form 5500 · 2023
Sutter Hill Management Company, L.L.C. Profit Sharing Plan
Data updated 2026-08-11
- $804M
- Total assets
- 58
- Participants
- 98th
- Percentile by assets
- $13.9M
- Avg per participant
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.
- 98th percentile by assets (of 127,072 plans)
- #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.
- $804M
- total plan assets (2023 EOY)
- 58
- covered participants
- 98th
- percentile by assets (of 127,072 plans)
- $13.9M
- avg assets per participant
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.
Shv Profit Sharing Plan vs the 2023 asset distribution
By assets, Shv Profit Sharing Plan outranks 98% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 8.1x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $424M |
|---|---|
| Net Assets (End of Year) | $804M |
| Net Income | $386M |
| Employer EIN | 770080676 |
| Plan Effective Date | 1975-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sutter Hill Management Company, L.L.C.)
| 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
- Intel Retirement Contribution Plan $7.2B · 21,513
- Scpmg Keogh Plan $6.8B · 10,125
- Motion Picture Industry Individual Account Plan $5.9B · 71,071
- Memorialcare Retirement Plan $1.3B · 4,728
- Disney Retirement Savings Plan $1.1B · 37,110
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Shv Profit Sharing Plan by total assets, not by location.
- Les Schwab Profit Sharing Retirement Plan (OR) $805M · 5,463
- Painting Industry Annuity Fund (NY) $812M · 5,509
- Aspirus, Inc. Retirement Plan (WI) $795M · 10,161
- Dana-Farber Cancer Institute Retirement Plan (MA) $788M · 4,630
Frequently Asked Questions
How did Shv Profit Sharing Plan assets move in 2023? ▼
How have Sutter Hill Management Company, L.L.C. plan assets changed over time? ▼
Where does Shv Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Shv Profit Sharing Plan? ▼
Next read for Shv Profit Sharing Plan
Scale reading
Ways to act on Shv Profit Sharing Plan's numbers.
- By total assets, Shv Profit Sharing Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in California. Compare plans
- Sutter Hill Management Company, L.L.C.'s sponsor-wide assets have grown 214.5% since 2022 across 3 plan years on file. More Finance & Insurance plans