401(k)
2024 plan-year 401(k) DOL Form 5500

SUTTER HEALTH RETIREMENT INCOME PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

SUTTER HEALTH

This 401(k) plan holds $865M in total assets and serves 12,414 participants as of 2024. It is sponsored by SUTTER HEALTH in California. The plan reported positive net income of $112M for the year.

Total Assets (2023)
$865M
Participants
12,414
State
Industry
Healthcare & Social Assistance

What the Filing Says About SUTTER HEALTH RETIREMENT INCOME PLAN

SUTTER HEALTH RETIREMENT INCOME PLAN is a 401(k) retirement plan sponsored by SUTTER HEALTH, headquartered in California. As of the 2024 Form 5500 filing, the plan reports $865M in total end-of-year assets and covers 12,414 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 942788907, and the plan has been effective since 2000-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $752M at the beginning of 2024 to $865M at year-end — a gain of 14.9%. Net assets (after liabilities) closed the year at $864M, with reported net income of $112M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$752M
Total Assets (End of Year)$865M
Net Assets (End of Year)$864M
Net Income$112M
Plan Type401(k)
Employer EIN942788907
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (SUTTER HEALTH)

Year Plans Participants Total Assets
2022 6 97,740 $12.1B
2023 6 100,618 $13.6B
2024 6 108,498 $15.1B

Nearby 401(k) Plans in California

Peer 401(k) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the SUTTER HEALTH RETIREMENT INCOME PLAN?
As of the 2024 Form 5500 filing, SUTTER HEALTH RETIREMENT INCOME PLAN holds $865M in total assets with 12,414 participants. It is sponsored by SUTTER HEALTH.
What type of plan is SUTTER HEALTH RETIREMENT INCOME PLAN?
SUTTER HEALTH RETIREMENT INCOME PLAN is a 401(k) plan. It has been effective since 2000-01-01. The plan is filed with the U.S. Department of Labor under EIN 942788907.
Who sponsors the SUTTER HEALTH RETIREMENT INCOME PLAN?
SUTTER HEALTH RETIREMENT INCOME PLAN is sponsored by SUTTER HEALTH, located in California. The sponsor's EIN is 942788907 and the plan operates in the Healthcare & Social Assistance industry.
How did SUTTER HEALTH RETIREMENT INCOME PLAN perform in 2024?
SUTTER HEALTH RETIREMENT INCOME PLAN grew by 14.9% during 2024, moving from $752M to $865M in total assets. Net income was $112M.
Where can I find official filings for SUTTER HEALTH RETIREMENT INCOME PLAN?
Official Form 5500 filings for SUTTER HEALTH RETIREMENT INCOME PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 942788907 or plan name at efast.dol.gov.
How does SUTTER HEALTH RETIREMENT INCOME PLAN compare to other plans?
You can compare SUTTER HEALTH RETIREMENT INCOME PLAN against other 401(k) plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 942788907.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.