Other · DOL Form 5500 · 2024
Sutter Health Retirement Plan
Data updated 2026-08-25
- $7.6B
- Total assets Very large vs avg
- 54,954
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $138,887
- Avg per participant Near avg balance/head
Official DOL plan name: Sutter Health 403(b) Savings Plan · Sponsored by Sutter Health · California · Healthcare & Social Assistance
$7.6B in assets, 54,954 participants
Sutter Health's Sutter Health 403(b) Savings Plan reported $7.6B in total assets and 54,954 participants in its 2024 DOL Form 5500 filing, ranking in the 100th 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.
- #16,895 in Healthcare & Social Assistance (16,916 peers)
Coverage in California
Sutter Health 403(b) Savings Plan covers 54,954 participants in California, 87x the typical California plan (state average ~630 per filing). Assets: $7.6B.
- #16,895
- in Healthcare & Social Assistance (16,916 peers)
- +16.8%
- assets growth YoY
- 77×
- vs typical plan assets (national mean)
Sutter Health 403(b) Savings Plan's outsized position by total assets
Sutter Health 403(b) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$7,632,419,022 Highest reported value at or above every one 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
Sutter Health 403(b) Savings Plan's mega-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sutter Health 403(b) Savings Plan is a mega filing (54,954 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sutter Health 403(b) Savings Plan end-of-year assets rose from $6.5B in the plan year 2023 filing to $7.6B in the plan year 2024 filing.
- Sutter Health 403(b) Savings Plan reported net income fell from $1.2B in the plan year 2023 filing to $1.1B in the plan year 2024 filing.
- Sutter Health 403(b) Savings Plan reported participants rose from 50,273 in the plan year 2023 filing to 54,954 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 942788907 · Sutter Health PY 2024 · Other
Sutter Health 403(b) Savings Plan · $7.6B · 54,954 · 100th
- ASSETS $7.6B
- ASSETS 54,954
- ASSETS 100th
- ASSETS Other
- ASSETS near Washington University Retirement Savings Plan
- ASSETS ind #16895
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 Health 403(b) Savings Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $6.5B |
|---|---|
| Net Assets (End of Year) | $7.6B |
| Net Income | $1.1B |
| Employer EIN | 942788907 |
| Plan Effective Date | 2008-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sutter Health)
Sponsor-wide plan assets over time
All Sutter Health plans reported in each filing year
- Latest sponsor-wide plan assets
- $15.1B 24.368392769155733% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 6 | 97,740 | $12.1B |
| 2023 | 6 | 100,618 | $13.6B |
| 2024 | 6 | 108,498 | $15.1B |
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
- 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
- Cedars-Sinai 403b Retirement Plan $2.6B · 11,878
Scale composition for Sutter Health 403(b) Savings Plan
Sutter Health 403(b) Savings Plan reports $7.6B in end-of-year assets across 54,954 participants (0.062% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.059% of 93,925,755 covered participants) - about $138,887 per participant (1.0x the national average assets-per-participant) . Net income for plan year 2024 was $1.1B.
This plan identity (EIN 942788907, plan #337) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $5.3B to $7.6B (+43.5%) while covered participants moved from 48,591 to 54,954 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 48,591 | $5.3B | Open filing |
| 2023 | 50,273 | $6.5B | Open filing |
| 2024 · index core | 54,954 | $7.6B | This page |
The same sponsor also keeps 4 other index-core plans on PlainRetire:
- Sutter Health Retirement Plan (Defined Benefit (Pension), $6.2B, 37,201 participants)
- Sutter Health Retirement Income Plan (Profit Sharing, $865M, 12,414 participants)
- Sutter Health 401(k) Savings Plan (401(k), $180M, 2,714 participants)
- Sutter Health Tax Deferred Annuity Employer Match Plan (Other, $153M, 921 participants)
Sutter Health 403(b) Savings Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Washington University Retirement Savings Plan in MO ($7.5B); by covered participants it is The Duke University Faculty and Staff Retirement Plan in NC (48,377 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7.6B here).
- Washington University Retirement Savings Plan (MO) $7.5B · 26,975
- University of Rochester Retirement Program (NY) $8.0B · 30,335
- The University of Pennsylvania Matching Plan (PA) $7.0B · 22,110
- Yale University Retirement Account Plan (CT) $8.3B · 13,197
Similar participant headcount
Nearest other-state filings by covered participants (54,954 participants); asset peers above are excluded.
- The Duke University Faculty and Staff Retirement Plan (NC) 48,377 · 6,577 off
- The Retirement Savings Plan (NY) 45,574 · 9,380 off
- Fca US LLC UAW Savings Plan (MI) 44,591 · 10,363 off
- Northwell Health 403(b) Plan (NY) 44,511 · 10,443 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.