Other · DOL Form 5500 · 2024

Sansum Clinic Retirement Plan

Data updated 2026-08-25

$66M
Total assets Below avg plan size
1,180
Participants Near avg headcount
87th
Percentile by assets National rank
$56,088
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sansum Clinic Match Plan · Sponsored by Sansum Clinic · California · Healthcare & Social Assistance

$66M in assets, 1,180 participants

Sansum Clinic's Sansum Clinic Match Plan reported $66M in total assets and 1,180 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #15,037 in Healthcare & Social Assistance (16,916 peers)

Where Sansum Clinic Match Plan sits by assets

Sansum Clinic Match Plan sits in the top quartile of all filed plans by assets, $66M for 1,180 participants (~$56,088/participant), down 1.4% in 2024.

#15,037
in Healthcare & Social Assistance (16,916 peers)
-1.4%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $945K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sansum Clinic Match Plan's outsized position by total assets

Sansum Clinic Match Plan vs every filed plan by assets

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

$66,183,408 Top 13% higher than 87% 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

Sansum Clinic Match Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sansum Clinic Match Plan lands in the large band (1,180 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sansum Clinic Match Plan reported net income fell from $7M in the plan year 2023 filing to -$945K in the plan year 2024 filing.
  • Sansum Clinic Match Plan reported participants fell from 1,270 in the plan year 2023 filing to 1,180 in the plan year 2024 filing.
  • Sansum Clinic Match Plan end-of-year assets fell from $67M in the plan year 2023 filing to $66M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 956419205 · Sansum Clinic PY 2024 · Other

Sansum Clinic Match Plan · $66M · 1,180 · 87th

  • PHOTO $66M
  • IND 1,180
  • EOY 87th
  • 5500 Other
  • ASSETS near White Plains Hospital Center 403(b) Tax Deferred Annuity Plan
  • PCT ind #15037

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 →

Sansum Clinic Match Plan in the asset neighbourhood

Upstate Caring Partners 403(b) Retirement PlanUpstate Caring Partners 403(…$66MMount St. Joseph University Defined Contribution PlanMount St. Joseph University …$66MSansum Clinic Match Plan$66MWhite Plains Hospital Center 403(b) Tax Deferred Annuity PlanWhite Plains Hospital Center…$66MThe Conservation Fund Retirement Savings PlanThe Conservation Fund Retire…$66M
End-of-year total assets ($M) among Sansum Clinic Match Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$67M
Net Assets (End of Year)$66M
Net Income-$945K
Employer EIN956419205
Plan Effective Date1991-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sansum Clinic)

Sponsor-wide plan assets over time

All Sansum Clinic plans reported in each filing year

Latest sponsor-wide plan assets
$66M 9.771282295920143% vs 2022
2024 filing year
$55M$60M$65M$70M 202220232024 $60.3M $66.2M ▲ +9.8%
Year Plans Participants Total Assets
2022 1 1,291 $60M
2023 1 1,270 $67M
2024 1 1,180 $66M

Nearby Other Plans in California

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

Sansum Clinic Match Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Sansum Clinic Match Plan, Total assets ($B): 0.066183408 · Participants: 1180Sansum Clinic Match PlanStanford Contributory Retirement Plan, Total assets ($B): 12.568126014 · Participants: 22753Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 7.632419022 · Participants: 54954Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 6.931286515 · Participants: 24152Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 5.246676378 · Participants: 10970Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.81831751 · Participants: 20886University of Southern California Tax-Deferred Annuity Plan
Sansum Clinic Match Plan vs. nearby Other plans in California, assets vs. participants
Compare Sansum Clinic Match Plan side-by-side with 3 peers →

Sansum Clinic Match Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is White Plains Hospital Center 403(b) Tax Deferred Annuity Plan in NY ($66M); by covered participants it is Wayne Memorial Defined Contribution 403(b) Plan in PA (1,181 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,180 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 Sansum Clinic Match Plan assets move in 2024? ▼
Sansum Clinic Match Plan edged down modestly - down 1.4% during 2024, from $67M to $66M. Reported net income was -$945K.
How have Sansum Clinic plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sansum Clinic's sponsor-wide assets grew 9.8%, from $60M to $66M.
Where does Sansum Clinic Match Plan rank by assets among Form 5500 filers? ▼
Sansum Clinic Match Plan ranks in the 87th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Sansum Clinic Match Plan? ▼
Among Other plans in other states, the closest by assets is White Plains Hospital Center 403(b) Tax Deferred Annuity Plan in NY ($66M, 496 participants).
Which Other plans cover a similar participant headcount to Sansum Clinic Match Plan? ▼
Among Other plans in other states, the closest by covered participants is Wayne Memorial Defined Contribution 403(b) Plan in PA (1,181 participants, $79M in assets).

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 956419205.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.