Other · DOL Form 5500 · 2023

Sutter Health Retirement Plan

Data updated 2026-08-25

$163M
Total assets Near avg plan size
989
Participants Near avg headcount
94th
Percentile by assets National rank
$164,329
Avg per participant Above avg balance/head
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Official DOL plan name: Sutter Health Tax Deferred Annuity Employer Match Plan · Sponsored by Sutter Health · California · Healthcare & Social Assistance

$163M in assets, 989 participants

Sutter Health's Sutter Health Tax Deferred Annuity Employer Match Plan reported $163M in total assets and 989 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #16,737 in Healthcare & Social Assistance (17,684 peers)

Where Sutter Health Tax Deferred Annuity Employer Match Plan sits by assets

Sutter Health Tax Deferred Annuity Employer Match Plan sits in the top 10% of all filed plans by assets, $163M for 989 participants (~$164,329/participant), down 7.7% in 2023.

#16,737
in Healthcare & Social Assistance (17,684 peers)
-7.7%
assets change YoY
1.6×
vs typical plan assets (national mean)

The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sutter Health Tax Deferred Annuity Employer Match Plan's outsized position by total assets

Sutter Health Tax Deferred Annuity Employer Match Plan vs every filed plan by assets

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

$162,521,301 Top 6% higher than 94% 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 Health Tax Deferred Annuity Employer Match 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 Tax Deferred Annuity Employer Match Plan sits mid-pack in the medium band (989 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sutter Health Tax Deferred Annuity Employer Match Plan reported net income rose from -$36M in the plan year 2022 filing to -$13M in the plan year 2023 filing.
  • Sutter Health Tax Deferred Annuity Employer Match Plan reported participants fell from 1,137 in the plan year 2022 filing to 989 in the plan year 2023 filing.
  • Sutter Health Tax Deferred Annuity Employer Match Plan end-of-year assets fell from $176M in the plan year 2022 filing to $163M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 942788907 · Sutter Health PY 2023 · Other

Sutter Health Tax Deferred Annuity Employer Match Plan · $163M · 989 · 94th

  • EBSA $163M
  • EBSA 989
  • EBSA 94th
  • EBSA Other
  • EBSA near Rhodes College Defined Contribution Retirement Plan
  • EBSA ind #16737

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 Tax Deferred Annuity Employer Match Plan in the asset neighbourhood

The Metropolitan Museum of Art 403(b) Matching Plan for Non-Union EmployeesThe Metropolitan Museum of A…$163MGannon University Defined Contribution PlanGannon University Defined Co…$163MRhodes College Defined Contribution Retirement PlanRhodes College Defined Contr…$163MSutter Health Tax Deferred Annuity Employer Match PlanSutter Health Tax Deferred A…$163MMessiah University Defined Contribution Retirement PlanMessiah University Defined C…$162M
End-of-year total assets ($M) among Sutter Health Tax Deferred Annuity Employer Match Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$176M
Net Assets (End of Year)$163M
Net Income-$13M
Employer EIN942788907
Plan Effective Date1993-01-01
Filing StatusFILING 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
$11B$12B$13B$14B$15B$16B 202220232024 $12.1B $15.1B ▲ +24.4%
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.

Sutter Health Tax Deferred Annuity Employer Match Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Sutter Health Tax Deferred Annuity Employer Match Plan, Total assets ($B): 0.162521301 · Participants: 989Sutter Health Tax Deferred Annuity Employer 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
Sutter Health Tax Deferred Annuity Employer Match Plan vs. nearby Other plans in California, assets vs. participants
Compare Sutter Health Tax Deferred Annuity Employer Match Plan side-by-side with 3 peers →

Sutter Health Tax Deferred Annuity Employer Match Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Rhodes College Defined Contribution Retirement Plan in TN ($163M); by covered participants it is Denver Firefighters Protective Association in CO (989 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (989 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 Health Tax Deferred Annuity Employer Match Plan assets move in 2023? ▼
Sutter Health Tax Deferred Annuity Employer Match Plan pulled back noticeably - down 7.7% during 2023, from $176M to $163M. Reported net income was -$13M.
How have Sutter Health plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sutter Health's sponsor-wide assets grew 24.4%, from $12.1B to $15.1B.
Where does Sutter Health Tax Deferred Annuity Employer Match Plan rank by assets among Form 5500 filers? ▼
Sutter Health Tax Deferred Annuity Employer Match Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Sutter Health Tax Deferred Annuity Employer Match Plan? ▼
Among Other plans in other states, the closest by assets is Rhodes College Defined Contribution Retirement Plan in TN ($163M, 735 participants).
Which Other plans cover a similar participant headcount to Sutter Health Tax Deferred Annuity Employer Match Plan? ▼
Among Other plans in other states, the closest by covered participants is Denver Firefighters Protective Association in CO (989 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 942788907.

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.