Other · DOL Form 5500 · 2023

Sac Health System Retirement Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets: 562
Participants Below avg headcount: 73rd
Percentile by assets National rank: $36,766
Avg per participant Low balance/head

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Official DOL plan name: Sachs Retirement Savings Plan · Sponsored by Sac Health System · California · Healthcare & Social Assistance

$21M in assets, 562 participants

Sac Health System's Sachs Retirement Savings Plan reported $21M in total assets and 562 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

#13,705 in Healthcare & Social Assistance (17,684 peers)

Sac Health System multi-year trail

Sac Health System's plans moved +71.1% in assets from 2022 to 2024; this filing shows Sachs Retirement Savings Plan at $21M / 562 participants.

#13,705
in Healthcare & Social Assistance (17,684 peers): +41.1%
assets growth YoY

Sachs Retirement Savings Plan's outsized position by total assets

Sachs Retirement Savings Plan vs every filed plan by assets

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

$20,662,314 Top 27% higher than 73% 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

Sachs Retirement Savings 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. Sachs Retirement Savings Plan sits mid-pack in the medium band (562 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Sachs Retirement Savings Plan reported net income rose from -$805K in the plan year 2022 filing to $6M in the plan year 2023 filing.
Sachs Retirement Savings Plan end-of-year assets rose from $15M in the plan year 2022 filing to $21M in the plan year 2023 filing.
Sachs Retirement Savings Plan reported participants rose from 450 in the plan year 2022 filing to 562 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 330664371 · Sac Health System PY 2023 · Other

Sachs Retirement Savings Plan · $21M · 562 · 73rd

ASSETS $21M
ASSETS 562
ASSETS 73rd
ASSETS Other
ASSETS near Riverside Community Care, Inc. 403(b) Plan
ASSETS ind #13705

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 →

End-of-year total assets ($M) among Sachs Retirement Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Sac Health System multi-year asset trail

Latest sponsor-wide plan assets: $25M 71.1386043654373% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	450	$15M
2023	1	562	$21M
2024	1	625	$25M

Sac Health System filing trail (2023)

Total Assets (Beginning of Year)	$15M
Net Assets (End of Year)	$21M
Net Income	$6M
Employer EIN	330664371
Plan Effective Date	2010-08-01
Filing Status	FILING RECEIVED

Nearby Other Plans in California

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

Sachs Retirement Savings Plan vs. nearby Other plans in California, assets vs. participants

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

Compare Sachs Retirement Savings Plan side-by-side with 3 peers →

Sachs Retirement Savings Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Riverside Community Care, Inc. 403(b) Plan in MA ($21M); by covered participants it is Tempe Life Care Village, Inc. 403(b) Plan in AZ (561 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($21M here).

Riverside Community Care, Inc. 403(b) Plan (MA) $21M · 1,441
Aacsb International DC the Association to Advance Collegiate Schools of Business (FL) $21M · 65
Oakridge School 403(b) Tda Plan (TX) $21M · 131
International Society of Automation Section 403(b)(7) Retirement Plan (NC) $21M · 78

Similar participant headcount

Nearest other-state filings by covered participants (562 participants); asset peers above are excluded.

Tempe Life Care Village, Inc. 403(b) Plan (AZ) 561 · 1 off
Douglas a. Thom Clinic, Inc. Retirement Plan (MA) 561 · 1 off
Xavier University of Louisiana Defined Contribution Retirement Plan (LA) 564 · 2 off
St. Joseph's University 403(b) Plan (NY) 560 · 2 off

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 Sachs Retirement Savings Plan assets move in 2023? ▼

Sachs Retirement Savings Plan surged - up 41.1% during 2023, from $15M to $21M. Reported net income was $6M.

How have Sac Health System plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Sac Health System's sponsor-wide assets grew 71.1%, from $15M to $25M.

Which Other plans are similar in size to Sachs Retirement Savings Plan? ▼

Among Other plans in other states, the closest by assets is Riverside Community Care, Inc. 403(b) Plan in MA ($21M, 1,441 participants).

Which Other plans cover a similar participant headcount to Sachs Retirement Savings Plan? ▼

Among Other plans in other states, the closest by covered participants is Tempe Life Care Village, Inc. 403(b) Plan in AZ (561 participants, $7M 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 330664371.