Profit Sharing · DOL Form 5500 · 2024

Sutter Vna and Hospice Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
16
Participants Small participant base
33rd
Percentile by assets National rank
$167,862
Avg per participant Above avg balance/head
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Official DOL plan name: Sutter Vna and Hospice Retirement Plan · Sponsored by Sutter Vna and Hospice · California · Healthcare & Social Assistance

$3M in assets, 16 participants

Sutter Vna and Hospice's Sutter Vna and Hospice Retirement Plan reported $3M in total assets and 16 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.

  • #5,463 in Healthcare & Social Assistance (16,916 peers)

Sutter Vna and Hospice multi-year trail

Sutter Vna and Hospice's plans moved +33.2% in assets from 2022 to 2024; this filing shows Sutter Vna and Hospice Retirement Plan at $3M / 16 participants.

#5,463
in Healthcare & Social Assistance (16,916 peers)
+15.4%
assets growth YoY

Sutter Vna and Hospice Retirement Plan among the smaller filed plans by assets

Sutter Vna and Hospice Retirement Plan vs every filed plan by assets

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

$2,685,799 33rd percentile higher than 33% 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

Sutter Vna and Hospice Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sutter Vna and Hospice Retirement Plan is a small filing (16 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sutter Vna and Hospice Retirement Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Sutter Vna and Hospice Retirement Plan reported net income rose from $312K in the plan year 2023 filing to $356K in the plan year 2024 filing.
  • Sutter Vna and Hospice Retirement Plan reported participants fell from 18 in the plan year 2023 filing to 16 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 946068843 · Sutter Vna and Hospice PY 2024 · Profit Sharing

Sutter Vna and Hospice Retirement Plan · $3M · 16 · 33rd

  • PART $3M
  • TYPE 16
  • NET 33rd
  • BOOK Profit Sharing
  • VS-ST near 403(b) Thrift Plan for Lund Family Center, Inc.
  • BOY ind #5463

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 →

Sutter Vna and Hospice Retirement Plan in the asset neighbourhood

Sutter Vna and Hospice Retirement PlanSutter Vna and Hospice Retir…$3M403(b) Thrift Plan for Lund Family Center, Inc.403(b) Thrift Plan for Lund …$3MEve Sales Corporation Profit Sharing PlanEve Sales Corporation Profit…$3MAntolin J. Alvarez Pont Retirement PlanAntolin J. Alvarez Pont Reti…$3MVictor M. Rodriguez Balasquide Retirement PlanVictor M. Rodriguez Balasqui…$3M
End-of-year total assets ($M) among Sutter Vna and Hospice Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Sutter Vna and Hospice multi-year asset trail

Sponsor-wide plan assets over time

All Sutter Vna and Hospice plans reported in each filing year

Latest sponsor-wide plan assets
$3M 33.246628895746305% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $2.02M $2.69M ▲ +33.2%
Year Plans Participants Total Assets
2022 1 21 $2M
2023 1 18 $2M
2024 1 16 $3M

Sutter Vna and Hospice filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$356K
Employer EIN946068843
Plan Effective Date1979-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Sutter Vna and Hospice Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Sutter Vna and Hospice Retirement Plan, Total assets ($B): 0.002685799 · Participants: 16Sutter Vna and Hospice Retirement PlanScpmg Keogh Plan, Total assets ($B): 7.873239427 · Participants: 10749Scpmg Keogh PlanIntel Retirement Contribution Plan, Total assets ($B): 7.29473208 · Participants: 19044Intel Retirement Contribution PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 6.232609737 · Participants: 67842Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.429377 · Participants: 4491Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.420512537 · Participants: 36338Disney Retirement Savings Plan
Sutter Vna and Hospice Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants

Sutter Vna and Hospice Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is 403(b) Thrift Plan for Lund Family Center, Inc. in VT ($3M); by covered participants it is Beaumont Rice Mills, Inc. Profit Sharing Trust in TX (16 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (16 participants); asset peers above are excluded.

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 Sutter Vna and Hospice Retirement Plan assets move in 2024?
Sutter Vna and Hospice Retirement Plan grew sharply - up 15.4% during 2024, from $2M to $3M. Reported net income was $356K.
How have Sutter Vna and Hospice plan assets changed over time?
Across 3 plan years on file (2022-2024), Sutter Vna and Hospice's sponsor-wide assets grew 33.2%, from $2M to $3M.
Which Profit Sharing plans are similar in size to Sutter Vna and Hospice Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is 403(b) Thrift Plan for Lund Family Center, Inc. in VT ($3M, 133 participants).
Which Profit Sharing plans cover a similar participant headcount to Sutter Vna and Hospice Retirement Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Beaumont Rice Mills, Inc. Profit Sharing Trust in TX (16 participants, N/A in assets).