Money Purchase · DOL Form 5500 · 2023
Sharp Rees-Stealy Medical Group, Inc. Money Purchase Plan
Data updated 2026-08-25
- $265M
- Total assets Near avg plan size
- 353
- Participants Below avg headcount
- 96th
- Percentile by assets National rank
- $750,317
- Avg per participant High balance/head
Official DOL plan name: Sharp Rees-Stealy Medical Group, Inc. Money Purchase Pension Plan · Sponsored by Sharp Rees-Stealy Medical Group, Inc. · California · Healthcare & Social Assistance
$265M in assets, 353 participants
Sharp Rees-Stealy Medical Group, Inc.'s Sharp Rees-Stealy Medical Group, Inc. Money Purchase Pension Plan reported $265M in total assets and 353 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- #17,004 in Healthcare & Social Assistance (17,684 peers)
Where Sharp Rees-Stealy Medical Group, Inc. Money Purchase Pension Plan sits by assets
Sharp Rees-Stealy Medical Group, Inc. Money Purchase Pension Plan sits in the top 5% of all filed plans by assets, $265M for 353 participants (~$750,317/participant), up 13.2% in 2023.
- #17,004
- in Healthcare & Social Assistance (17,684 peers)
- +13.2%
- assets growth YoY
- 2.7×
- vs typical plan assets (national mean)
Sharp Rees-Stealy Medical Group, Inc. Money Purchase Pension Plan's outsized position by total assets
Sharp Rees-Stealy Medical Group, Inc. Money Purchase Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$264,861,856 Top 4% higher than 96% 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
Sharp Rees-Stealy Medical Group, Inc. Money Purchase Pension 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. Sharp Rees-Stealy Medical Group, Inc. Money Purchase Pension Plan sits mid-pack in the medium band (353 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sharp Rees-Stealy Medical Group, Inc. Money Purchase Pension Plan reported net income rose from -$56M in the plan year 2022 filing to $31M in the plan year 2023 filing.
- Sharp Rees-Stealy Medical Group, Inc. Money Purchase Pension Plan reported participants fell from 444 in the plan year 2022 filing to 353 in the plan year 2023 filing.
- Sharp Rees-Stealy Medical Group, Inc. Money Purchase Pension Plan end-of-year assets rose from $234M in the plan year 2022 filing to $265M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 330106028 · Sharp Rees-Stealy Medical Group, Inc. PY 2023 · Money Purchase
Sharp Rees-Stealy Medical Group, Inc. Money Purchase Pension Plan · $265M · 353 · 96th
- RANK $265M
- PHOTO 353
- IND 96th
- EOY Money Purchase
- 5500 near The Legal Aid Society Staff Attorneys Pension Plan
- ASSETS ind #17004
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 →
Sharp Rees-Stealy Medical Group, Inc. Money Purchase Pension Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $234M |
|---|---|
| Net Assets (End of Year) | $265M |
| Net Income | $31M |
| Employer EIN | 330106028 |
| Plan Effective Date | 1986-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sharp Rees-Stealy Medical Group, Inc.)
Sponsor-wide plan assets over time
All Sharp Rees-Stealy Medical Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $609M 30.423742946811572% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 1,793 | $467M |
| 2023 | 4 | 1,567 | $529M |
| 2024 | 3 | 1,463 | $609M |
Nearby Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $7.0B · 18,060
- Kaiser Permanente Supplemental Savings and Retirement Plan $5.1B · 36,330
- University of Southern California Defined Contribution Retirement Plan $4.4B · 20,136
- Carpenters Annuity Trust Fund for Northern California $3.3B · 25,961
- Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan $2.2B · 23,168
Sharp Rees-Stealy Medical Group, Inc. Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is The Legal Aid Society Staff Attorneys Pension Plan in NY ($265M); by covered participants it is Local 445 Annuity Fund in NY (353 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($265M here).
- The Legal Aid Society Staff Attorneys Pension Plan (NY) $265M · 1,086
- Arkansas Chapter NECA-IBEW Retirement Plan (AR) $265M · 1,178
- Local Union No 306 IBEW Pension Annuity Plan (OH) $263M · 1,121
- Massachusetts Bricklayers & Masons Annuity Fund (MA) $263M · 2,120
Similar participant headcount
Nearest other-state filings by covered participants (353 participants); asset peers above are excluded.
- Local 445 Annuity Fund (NY) 353 · 0 off
- Wayne Hospital Company Pension Plan (OH) 351 · 2 off
- Ohio Bricklayers Local No. 8 Security Plan (OH) 355 · 2 off
- IBEW Local 968 Pension Fund (WV) 350 · 3 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.