Other · DOL Form 5500 · 2024
Sharp Healthcare Retirement Plan
Data updated 2026-07-24
- $744M
- Total assets
- 19,842
- Participants
- 98th
- Percentile by assets
- $37,499
- Avg per participant
Official DOL plan name: Sharp Healthcare 403(b) Tax Deferred Retirement Plan · Sponsored by Sharp Healthcare · California · Healthcare & Social Assistance
$744M in assets, 19,842 participants
Sharp Healthcare's Sharp Healthcare 403(b) Tax Deferred Retirement Plan reported $744M in total assets and 19,842 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 116,472 plans)
Coverage in California
Sharp Healthcare 403(b) Tax Deferred Retirement Plan covers 19,842 participants in California, 31x the typical California plan (state average ~637 per filing). Assets: $744M.
- $744M
- total plan assets (2024 EOY)
- 19,842
- covered participants
- 98th
- percentile by assets (of 116,472 plans)
- $37,499
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sharp Healthcare 403(b) Tax Deferred Retirement Plan end-of-year assets rose from $657M in the plan year 2023 filing to $744M in the plan year 2024 filing.
- Sharp Healthcare 403(b) Tax Deferred Retirement Plan reported net income fell from $98M in the plan year 2023 filing to $87M in the plan year 2024 filing.
- Sharp Healthcare 403(b) Tax Deferred Retirement Plan reported participants rose from 19,016 in the plan year 2023 filing to 19,842 in the plan year 2024 filing.
Participants vs California filers
In California, the average filing covers about 637 participants across 14,392 plans. Sharp Healthcare 403(b) Tax Deferred Retirement Plan reports 19,842 participants - 31x that state average ($744M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $657M |
|---|---|
| Net Assets (End of Year) | $744M |
| Net Income | $87M |
| Employer EIN | 956077327 |
| Plan Effective Date | 1982-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sharp Healthcare)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 52,906 | $2.0B |
| 2023 | 3 | 51,649 | $2.5B |
| 2024 | 3 | 53,413 | $2.8B |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
Sharp Healthcare 403(b) Tax Deferred Retirement Plan vs. nearby Other plans in California, assets vs. participants
- Stanford Contributory Retirement Plan $12.6B · 22,753
- Sutter Health 403(b) Savings Plan $7.6B · 54,954
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Sharp Healthcare 403(b) Tax Deferred Retirement Plan by total assets, not by location.
- St. Charles Health System, Inc. Retirement Plan (OR) $744M · 4,769
- Fermi National Accelerator Laboratory Tax Sheltered Annuity Plan (IL) $745M · 2,241
- Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan) (CT) $746M · 2,323
- Centra Health Matching Tax Deferred Savings Plan (VA) $747M · 7,362
Frequently Asked Questions
How did Sharp Healthcare 403(b) Tax Deferred Retirement Plan assets move in 2024? ▼
How have Sharp Healthcare plan assets changed over time? ▼
Where does Sharp Healthcare 403(b) Tax Deferred Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Sharp Healthcare 403(b) Tax Deferred Retirement Plan? ▼
Next read for Sharp Healthcare 403(b) Tax Deferred Ret…
Filing takeaways
Ways to act on Sharp Healthcare 403(b) Tax Deferred Retirement Plan's numbers.
- By total assets, Sharp Healthcare 403(b) Tax Deferred Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in California. Compare plans
- Sharp Healthcare's sponsor-wide assets have grown 40.1% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans
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 956077327.
Read our methodology - how this data is sourced, computed, and verified.