Defined Benefit (Pension) · DOL Form 5500 · 2024
Sutter Health Pension Plan
Data updated 2026-08-25
- $6.2B
- Total assets Very large vs avg
- 37,201
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $165,625
- Avg per participant Above avg balance/head
Official DOL plan name: Sutter Health Retirement Plan · Sponsored by Sutter Health · California · Healthcare & Social Assistance
$6.2B in assets, 37,201 participants
Sutter Health's Sutter Health Retirement Plan reported $6.2B in total assets and 37,201 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.
- #16,889 in Healthcare & Social Assistance (16,916 peers)
Coverage in California
Sutter Health Retirement Plan covers 37,201 participants in California, 59x the typical California plan (state average ~630 per filing). Assets: $6.2B.
- #16,889
- in Healthcare & Social Assistance (16,916 peers)
- +4.1%
- assets growth YoY
- 62×
- vs typical plan assets (national mean)
Sutter Health Retirement Plan's outsized position by total assets
Sutter Health Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,161,429,265 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 Retirement 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 Retirement Plan is a mega filing (37,201 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sutter Health Retirement Plan reported net income fell from $181M in the plan year 2023 filing to $129M in the plan year 2024 filing.
- Sutter Health Retirement Plan reported participants rose from 34,955 in the plan year 2023 filing to 37,201 in the plan year 2024 filing.
- Sutter Health Retirement Plan end-of-year assets rose from $5.9B in the plan year 2023 filing to $6.2B in the plan year 2024 filing.
DOL schedule card
Filing strip 942788907 · Sutter Health PY 2024 · Defined Benefit (Pension)
Sutter Health Retirement Plan · $6.2B · 37,201 · 100th
- EOY $6.2B
- EOY 37,201
- EOY 100th
- EOY Defined Benefit (Pension)
- EOY near Ntess Retirement Income Plan
- EOY ind #16889
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 Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $5.9B |
|---|---|
| Net Assets (End of Year) | $5.9B |
| Net Income | $129M |
| Employer EIN | 942788907 |
| Plan Effective Date | 1959-04-01 |
| 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 Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Kaiser Permanente Retirement Plan $34.5B · 135,057
- Pacific Gas and Electric Company Retirement Plan $17.6B · 27,500
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $11.4B · 18,983
- Western States Carpenters Pension Plan $11.3B · 48,582
- Ilwu-Pma Pension Plan $10.8B · 15,833
Scale composition for Sutter Health Retirement Plan
Sutter Health Retirement Plan reports $6.2B in end-of-year assets across 37,201 participants (0.050% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.040% of 93,925,755 covered participants) - about $165,625 per participant (1.2x the national average assets-per-participant) . Net income for plan year 2024 was $129M.
This plan identity (EIN 942788907, plan #333) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $5.8B to $6.2B (+6.8%) while covered participants moved from 35,712 to 37,201 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 35,712 | $5.8B | Open filing |
| 2023 | 34,955 | $5.9B | Open filing |
| 2024 · index core | 37,201 | $6.2B | This page |
The same sponsor also keeps 4 other index-core plans on PlainRetire:
- Sutter Health 403(b) Savings Plan (Other, $7.6B, 54,954 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 Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Ntess Retirement Income Plan in NM ($6.2B); by covered participants it is Central States, Southeast & Southwest Areas Pension Plan in IL (36,799 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6.2B here).
- Ntess Retirement Income Plan (NM) $6.2B · 3,323
- Exelon Corporation Retirement Program (IL) $6.1B · 8,898
- Liberty Mutual Retirement Benefit Plan (MA) $6.3B · 34,910
- Midwest Operating Engineers Pension Trust Fund (IL) $6.0B · 13,118
Similar participant headcount
Nearest other-state filings by covered participants (37,201 participants); asset peers above are excluded.
- Central States, Southeast & Southwest Areas Pension Plan (IL) 36,799 · 402 off
- Retirement Plan of Johnson and Johnson (NJ) 37,882 · 681 off
- Rtx Consolidated Pension Plan (CT) 36,180 · 1,021 off
- Rocky Mountain Ufcw Unions and Employers Retail and Meat Pension Plan (CO) 38,340 · 1,139 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.