Other · DOL Form 5500 · 2023
Sutter Health Retirement Plan
Data updated 2026-08-25
- $62M
- Total assets Below avg plan size
- 316
- Participants Below avg headcount
- 88th
- Percentile by assets National rank
- $195,336
- Avg per participant Above avg balance/head
Official DOL plan name: Sutter Health 403(b) Legacy Retirement Plan · Sponsored by Sutter Health · California · Healthcare & Social Assistance
$62M in assets, 316 participants
Sutter Health's Sutter Health 403(b) Legacy Retirement Plan reported $62M in total assets and 316 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.
- #15,816 in Healthcare & Social Assistance (17,684 peers)
Where Sutter Health 403(b) Legacy Retirement Plan sits by assets
Sutter Health 403(b) Legacy Retirement Plan sits in the top quartile of all filed plans by assets, $62M for 316 participants (~$195,336/participant), up 0.1% in 2023.
- #15,816
- in Healthcare & Social Assistance (17,684 peers)
- +0.1%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Sutter Health 403(b) Legacy Retirement Plan's outsized position by total assets
Sutter Health 403(b) Legacy Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$61,726,291 Top 12% higher than 88% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Sutter Health 403(b) Legacy Retirement Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sutter Health 403(b) Legacy Retirement Plan sits mid-pack in the medium band (316 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sutter Health 403(b) Legacy Retirement Plan reported net income rose from -$13M in the plan year 2022 filing to $43K in the plan year 2023 filing.
- Sutter Health 403(b) Legacy Retirement Plan reported participants fell from 357 in the plan year 2022 filing to 316 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 942788907 · Sutter Health PY 2023 · Other
Sutter Health 403(b) Legacy Retirement Plan · $62M · 316 · 88th
- PHOTO $62M
- PHOTO 316
- PHOTO 88th
- PHOTO Other
- PHOTO near Northeast College of Health Sciences Retirement Plan
- PHOTO ind #15816
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 Health 403(b) Legacy Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $62M |
|---|---|
| Net Assets (End of Year) | $62M |
| Net Income | $43K |
| Employer EIN | 942788907 |
| Plan Effective Date | 2014-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sutter Health)
Sponsor-wide plan assets over time
All Sutter Health plans reported in each filing year
- Latest sponsor-wide plan assets
- $15.1B 24.368392769155733% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 6 | 97,740 | $12.1B |
| 2023 | 6 | 100,618 | $13.6B |
| 2024 | 6 | 108,498 | $15.1B |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $11.0B · 21,674
- Sutter Health 403(b) Savings Plan $6.5B · 50,273
- Stanford Health Care Retirement Savings Plan $5.8B · 22,681
- Caltech Base Retirement Plan $4.8B · 10,682
- University of Southern California Tax-Deferred Annuity Plan $4.3B · 21,764
Sutter Health 403(b) Legacy Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Northeast College of Health Sciences Retirement Plan in NY ($62M); by covered participants it is Tax Deferred Annuity Plan for Employees of Carolina Health Centers, Inc. in SC (316 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($62M here).
Similar participant headcount
Nearest other-state filings by covered participants (316 participants); asset peers above are excluded.
- Tax Deferred Annuity Plan for Employees of Carolina Health Centers, Inc. (SC) 316 · 0 off
- Genesis Primecare 403b Plan (TX) 316 · 0 off
- Falcons Landing 403(b) Plan (VA) 316 · 0 off
- Piedmont University Tax Deferred Retirement Annuity P (GA) 315 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.