Other · DOL Form 5500 · 2024

Sac Health System Retirement Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
625
Participants Below avg headcount
74th
Percentile by assets National rank
$40,099
Avg per participant Low balance/head
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Official DOL plan name: Sachs Retirement Savings Plan · Sponsored by Sac Health System · California · Healthcare & Social Assistance

$25M in assets, 625 participants

Sac Health System's Sachs Retirement Savings Plan reported $25M in total assets and 625 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.

  • #13,240 in Healthcare & Social Assistance (16,916 peers)

Sac Health System multi-year trail

Sac Health System's plans moved +71.1% in assets from 2022 to 2024; this filing shows Sachs Retirement Savings Plan at $25M / 625 participants.

#13,240
in Healthcare & Social Assistance (16,916 peers)
+21.3%
assets growth YoY

Sachs Retirement Savings Plan's outsized position by total assets

Sachs Retirement Savings Plan vs every filed plan by assets

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

$25,061,669 Top 26% higher than 74% 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

Sachs Retirement Savings Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sachs Retirement Savings Plan sits mid-pack in the medium band (625 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sachs Retirement Savings Plan reported net income fell from $6M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Sachs Retirement Savings Plan end-of-year assets rose from $21M in the plan year 2023 filing to $25M in the plan year 2024 filing.
  • Sachs Retirement Savings Plan reported participants rose from 562 in the plan year 2023 filing to 625 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 330664371 · Sac Health System PY 2024 · Other

Sachs Retirement Savings Plan · $25M · 625 · 74th

  • TYPE $25M
  • NET 625
  • BOOK 74th
  • VS-ST Other
  • BOY near Sage Bionetworks Retirement Plan
  • SCH ind #13240

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 →

Sachs Retirement Savings Plan in the asset neighbourhood

Sage Bionetworks Retirement PlanSage Bionetworks Retirement …$25MSachs Retirement Savings Plan$25MParker Health Group, Inc. 403(b) Tda PlanParker Health Group, Inc. 40…$25MLe Jardin Academy 403(b) DC PlanLe Jardin Academy 403(b) DC …$25MAccesslex Institute 403(b) PlanAccesslex Institute 403(b) P…$25M
End-of-year total assets ($M) among Sachs Retirement Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Sac Health System multi-year asset trail

Sponsor-wide plan assets over time

All Sac Health System plans reported in each filing year

Latest sponsor-wide plan assets
$25M 71.1386043654373% vs 2022
2024 filing year
$10M$15M$20M$25M$30M 202220232024 $14.6M $25.1M ▲ +71.2%
Year Plans Participants Total Assets
2022 1 450 $15M
2023 1 562 $21M
2024 1 625 $25M

Sac Health System filing trail (2024)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$25M
Net Income$4M
Employer EIN330664371
Plan Effective Date2010-08-01
Filing StatusFILING RECEIVED

Nearby Other Plans in California

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

Sachs Retirement Savings Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Sachs Retirement Savings Plan, Total assets ($B): 0.025061669 · Participants: 625Sachs Retirement Savings 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
Sachs Retirement Savings Plan vs. nearby Other plans in California, assets vs. participants

Sachs Retirement Savings Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Sage Bionetworks Retirement Plan in WA ($25M); by covered participants it is 403(b) Thrift Plan for Community Action Project of Tulsa County, Inc. in OK (625 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($25M here).

Similar participant headcount

Nearest other-state filings by covered participants (625 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 Sachs Retirement Savings Plan assets move in 2024?
Sachs Retirement Savings Plan grew sharply - up 21.3% during 2024, from $21M to $25M. Reported net income was $4M.
How have Sac Health System plan assets changed over time?
Across 3 plan years on file (2022-2024), Sac Health System's sponsor-wide assets grew 71.1%, from $15M to $25M.
Which Other plans are similar in size to Sachs Retirement Savings Plan?
Among Other plans in other states, the closest by assets is Sage Bionetworks Retirement Plan in WA ($25M, 118 participants).
Which Other plans cover a similar participant headcount to Sachs Retirement Savings Plan?
Among Other plans in other states, the closest by covered participants is 403(b) Thrift Plan for Community Action Project of Tulsa County, Inc. in OK (625 participants, $22M in assets).