401(k) · DOL Form 5500 · 2024

Sharp Health Plan 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
85
Participants Small participant base
45th
Percentile by assets National rank
$68,194
Avg per participant Below avg balance/head
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Official DOL plan name: Sharp Health Plan 401(k) Plan · Sponsored by Sharp Health Plan · California · Finance & Insurance

$6M in assets, 85 participants

Sharp Health Plan's Sharp Health Plan 401(k) Plan reported $6M in total assets and 85 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.

  • #2,597 in Finance & Insurance (8,549 peers)

Sharp Health Plan multi-year trail

Sharp Health Plan's plans moved +13.4% in assets from 2022 to 2024; this filing shows Sharp Health Plan 401(k) Plan at $6M / 85 participants.

#2,597
in Finance & Insurance (8,549 peers)
+2.9%
assets growth YoY

Sharp Health Plan 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Sharp Health Plan 401(k) Plan vs every filed plan by assets

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

$5,796,462 45th percentile higher than 45% 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

Sharp Health Plan 401(k) 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. Sharp Health Plan 401(k) Plan is a small filing (85 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sharp Health Plan 401(k) Plan reported net income fell from $517K in the plan year 2023 filing to $166K in the plan year 2024 filing.
  • Sharp Health Plan 401(k) Plan reported participants fell from 91 in the plan year 2023 filing to 85 in the plan year 2024 filing.
  • Sharp Health Plan 401(k) Plan end-of-year assets rose from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 330519730 · Sharp Health Plan PY 2024 · 401(k)

Sharp Health Plan 401(k) Plan · $6M · 85 · 45th

  • SCH $6M
  • SCH 85
  • SCH 45th
  • SCH 401(k)
  • SCH near Kingwood Reunion Resort 401(k) Plan
  • SCH ind #2597

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 Finance & Insurance retirement plans → · Plans in California →

Sharp Health Plan 401(k) Plan in the asset neighbourhood

Sharp Health Plan 401(k) Plan$6MKingwood Reunion Resort 401(k) PlanKingwood Reunion Resort 401(…$6MRapa, LP 401(k) Retirement PlanRapa, LP 401(k) Retirement P…$6MOnplan Consulting 401(k) Plan$6MSterling Investment Advisors, Ltd. 401(k) Savings PlanSterling Investment Advisors…$6M
End-of-year total assets ($M) among Sharp Health Plan 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Sharp Health Plan multi-year asset trail

Sponsor-wide plan assets over time

All Sharp Health Plan plans reported in each filing year

Latest sponsor-wide plan assets
$6M 13.352422059799002% vs 2022
2024 filing year
$5M$5.5M$6M 202220232024 $5.11M $5.8M ▲ +13.5%
Year Plans Participants Total Assets
2022 1 92 $5M
2023 1 91 $6M
2024 1 85 $6M

Sharp Health Plan filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$166K
Employer EIN330519730
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Sharp Health Plan 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Sharp Health Plan 401(k) Plan, Total assets ($B): 0.005796462 · Participants: 85Sharp Health Plan 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Sharp Health Plan 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Sharp Health Plan 401(k) Plan side-by-side with 3 peers →

Sharp Health Plan 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Kingwood Reunion Resort 401(k) Plan in FL ($6M); by covered participants it is Heart of America Beverage Company, LLC 401(k) Plan in MO (85 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (85 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 Sharp Health Plan 401(k) Plan assets move in 2024? ▼
Sharp Health Plan 401(k) Plan edged up modestly - up 2.9% during 2024, from $6M to $6M. Reported net income was $166K.
How have Sharp Health Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sharp Health Plan's sponsor-wide assets grew 13.4%, from $5M to $6M.
Which 401(k) plans are similar in size to Sharp Health Plan 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kingwood Reunion Resort 401(k) Plan in FL ($6M, 357 participants).
Which 401(k) plans cover a similar participant headcount to Sharp Health Plan 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Heart of America Beverage Company, LLC 401(k) Plan in MO (85 participants, $11M 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 330519730.

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.