Other · DOL Form 5500 · 2024

Sutter Bay Hospitals Retirement Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
116
Participants Small participant base
67th
Percentile by assets National rank
$149,899
Avg per participant Above avg balance/head
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Official DOL plan name: Alta Bates Summit 403(b) Tda Retirement Plan · Sponsored by Sutter Bay Hospitals · California · Healthcare & Social Assistance

$17M in assets, 116 participants

Sutter Bay Hospitals's Alta Bates Summit 403(b) Tda Retirement Plan reported $17M in total assets and 116 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.

  • #12,229 in Healthcare & Social Assistance (16,916 peers)

Coverage in California

Alta Bates Summit 403(b) Tda Retirement Plan covers 116 participants in California, about 18% of the average California filer (state average ~630 per filing). Assets: $17M.

#12,229
in Healthcare & Social Assistance (16,916 peers)
+0.4%
assets growth YoY

Alta Bates Summit 403(b) Tda Retirement Plan's outsized position by total assets

Alta Bates Summit 403(b) Tda Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$17,388,234 Top 33% higher than 67% of 123,620 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 2024

Alta Bates Summit 403(b) Tda Retirement Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Alta Bates Summit 403(b) Tda Retirement Plan sits mid-pack in the medium band (116 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Alta Bates Summit 403(b) Tda Retirement Plan reported net income fell from $290K in the plan year 2023 filing to $68K in the plan year 2024 filing.
  • Alta Bates Summit 403(b) Tda Retirement Plan reported participants fell from 130 in the plan year 2023 filing to 116 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 940562680 · Sutter Bay Hospitals PY 2024 · Other

Alta Bates Summit 403(b) Tda Retirement Plan · $17M · 116 · 67th

  • PART $17M
  • TYPE 116
  • NET 67th
  • BOOK Other
  • VS-ST near Alcona Citizens for Health, Inc. 403(b) Plan
  • BOY ind #12229

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 →

Alta Bates Summit 403(b) Tda Retirement Plan in the asset neighbourhood

Alta Bates Summit 403(b) Tda Retirement PlanAlta Bates Summit 403(b) Tda…$17MOsceola Medical Center 403(b) Tax Deferred Annuity PlanOsceola Medical Center 403(b…$17MAlcona Citizens for Health, Inc. 403(b) PlanAlcona Citizens for Health, …$17MKents Hill School Defined Contribution Retirement PlanKents Hill School Defined Co…$17MNational Tropical Botanical Garden Defined Contribution Retirement Plan 403(b) DC and Tda PlanNational Tropical Botanical …$17M
End-of-year total assets ($M) among Alta Bates Summit 403(b) Tda Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$17M
Net Income$68K
Employer EIN940562680
Plan Effective Date1987-09-20
Filing StatusFILING RECEIVED

Sponsor Plan History (Sutter Bay Hospitals)

Sponsor-wide plan assets over time

All Sutter Bay Hospitals plans reported in each filing year

Latest sponsor-wide plan assets
$128M 6.635423700509762% vs 2022
2024 filing year
$115M$120M$125M$130M 202220232024 $120M $128M ▲ +6.6%
Year Plans Participants Total Assets
2022 4 861 $120M
2023 4 784 $128M
2024 3 684 $128M

Nearby Other Plans in California

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

Alta Bates Summit 403(b) Tda Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Alta Bates Summit 403(b) Tda Retirement Plan, Total assets ($B): 0.017388234 · Participants: 116Alta Bates Summit 403(b) Tda Retirement PlanStanford Contributory Retirement Plan, Total assets ($B): 12.568126014 · Participants: 22753Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 7.632419022 · Participants: 54954Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 6.931286515 · Participants: 24152Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 5.246676378 · Participants: 10970Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.81831751 · Participants: 20886University of Southern California Tax-Deferred Annuity Plan
Alta Bates Summit 403(b) Tda Retirement Plan vs. nearby Other plans in California, assets vs. participants

Alta Bates Summit 403(b) Tda Retirement Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Alcona Citizens for Health, Inc. 403(b) Plan in MI ($17M); by covered participants it is Lisner-Louise-Dickson-Hurt Home 403 (B) Plan in DC (116 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Alta Bates Summit 403(b) Tda Retirement Plan assets move in 2024?
Alta Bates Summit 403(b) Tda Retirement Plan held essentially flat - up 0.4% during 2024, from $17M to $17M. Reported net income was $68K.
How have Sutter Bay Hospitals plan assets changed over time?
Across 3 plan years on file (2022-2024), Sutter Bay Hospitals's sponsor-wide assets grew 6.6%, from $120M to $128M.
Which Other plans are similar in size to Alta Bates Summit 403(b) Tda Retirement Plan?
Among Other plans in other states, the closest by assets is Alcona Citizens for Health, Inc. 403(b) Plan in MI ($17M, 377 participants).
Which Other plans cover a similar participant headcount to Alta Bates Summit 403(b) Tda Retirement Plan?
Among Other plans in other states, the closest by covered participants is Lisner-Louise-Dickson-Hurt Home 403 (B) Plan in DC (116 participants, $7M in assets).