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
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
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.
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
California filing particulars
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $68K |
| Employer EIN | 940562680 |
| Plan Effective Date | 1987-09-20 |
| Filing Status | FILING 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
| 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.
- Stanford Contributory Retirement Plan $12.6B · 22,753
- Sutter Health 403(b) Savings Plan $7.6B · 54,954
- Stanford Health Care Retirement Savings Plan $6.9B · 24,152
- Caltech Base Retirement Plan $5.2B · 10,970
- University of Southern California Tax-Deferred Annuity Plan $4.8B · 20,886
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
- Alcona Citizens for Health, Inc. 403(b) Plan (MI) $17M · 377
- Osceola Medical Center 403(b) Tax Deferred Annuity Plan (WI) $17M · 300
- Kents Hill School Defined Contribution Retirement Plan (ME) $17M · 85
- National Tropical Botanical Garden Defined Contribution Retirement Plan 403(b) DC and Tda Plan (HI) $17M · 98
Similar participant headcount
Nearest other-state filings by covered participants (116 participants); asset peers above are excluded.
- Lisner-Louise-Dickson-Hurt Home 403 (B) Plan (DC) 116 · 0 off
- 401(k) Profit-Sharing Plan for Employees of the Center for Life Enrichment, Inc. (MD) 116 · 0 off
- Clm Center for Life Management Tax Sheltered Annuity Plan (NH) 116 · 0 off
- Salem Community Hospital R.N. Matching Retirement 403(b) Plan (OH) 116 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.