Other · DOL Form 5500 · 2024

Sutter Health Retirement Plan

Data updated 2026-08-25

$153M
Total assets Near avg plan size
921
Participants Near avg headcount
93rd
Percentile by assets National rank
$166,273
Avg per participant Above avg balance/head
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Official DOL plan name: Sutter Health Tax Deferred Annuity Employer Match Plan · Sponsored by Sutter Health · California · Healthcare & Social Assistance

$153M in assets, 921 participants

Sutter Health's Sutter Health Tax Deferred Annuity Employer Match Plan reported $153M in total assets and 921 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.

  • #15,875 in Healthcare & Social Assistance (16,916 peers)

Where Sutter Health Tax Deferred Annuity Employer Match Plan sits by assets

Sutter Health Tax Deferred Annuity Employer Match Plan sits in the top 10% of all filed plans by assets, $153M for 921 participants (~$166,273/participant), down 5.8% in 2024.

#15,875
in Healthcare & Social Assistance (16,916 peers)
-5.8%
assets change YoY
1.5×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sutter Health Tax Deferred Annuity Employer Match Plan's outsized position by total assets

Sutter Health Tax Deferred Annuity Employer Match Plan vs every filed plan by assets

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

$153,137,727 Top 7% higher than 93% 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

Sutter Health Tax Deferred Annuity Employer Match 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. Sutter Health Tax Deferred Annuity Employer Match Plan sits mid-pack in the medium band (921 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sutter Health Tax Deferred Annuity Employer Match Plan reported net income rose from -$13M in the plan year 2023 filing to -$8M in the plan year 2024 filing.
  • Sutter Health Tax Deferred Annuity Employer Match Plan reported participants fell from 989 in the plan year 2023 filing to 921 in the plan year 2024 filing.
  • Sutter Health Tax Deferred Annuity Employer Match Plan end-of-year assets fell from $163M in the plan year 2023 filing to $153M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 942788907 · Sutter Health PY 2024 · Other

Sutter Health Tax Deferred Annuity Employer Match Plan · $153M · 921 · 93rd

  • BOOK $153M
  • VS-ST 921
  • BOY 93rd
  • SCH Other
  • EBSA near Eckerd College Defined Contribution Retirement Plan
  • PART ind #15875

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 Tax Deferred Annuity Employer Match Plan in the asset neighbourhood

Elizabethtown College Defined Contribution Retirement PlanElizabethtown College Define…$154MEckerd College Defined Contribution Retirement PlanEckerd College Defined Contr…$154MSutter Health Tax Deferred Annuity Employer Match PlanSutter Health Tax Deferred A…$153MWillis-Knighton Health System 403(b) PlanWillis-Knighton Health Syste…$152MLipscomb University Defined Contribution Retirement PlanLipscomb University Defined …$152M
End-of-year total assets ($M) among Sutter Health Tax Deferred Annuity Employer Match Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$163M
Net Assets (End of Year)$153M
Net Income-$8M
Employer EIN942788907
Plan Effective Date1993-01-01
Filing StatusFILING 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
$11B$12B$13B$14B$15B$16B 202220232024 $12.1B $15.1B ▲ +24.4%
Year Plans Participants Total Assets
2022 6 97,740 $12.1B
2023 6 100,618 $13.6B
2024 6 108,498 $15.1B

Nearby Other Plans in California

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

Sutter Health Tax Deferred Annuity Employer Match Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Sutter Health Tax Deferred Annuity Employer Match Plan, Total assets ($B): 0.153137727 · Participants: 921Sutter Health Tax Deferred Annuity Employer 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
Sutter Health Tax Deferred Annuity Employer Match Plan vs. nearby Other plans in California, assets vs. participants
Compare Sutter Health Tax Deferred Annuity Employer Match Plan side-by-side with 3 peers →

Sutter Health Tax Deferred Annuity Employer Match Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Eckerd College Defined Contribution Retirement Plan in FL ($154M); by covered participants it is Swedish Health Services 403(b) Retirement Plan in WA (921 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (921 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 Sutter Health Tax Deferred Annuity Employer Match Plan assets move in 2024? ▼
Sutter Health Tax Deferred Annuity Employer Match Plan pulled back noticeably - down 5.8% during 2024, from $163M to $153M. Reported net income was -$8M.
How have Sutter Health plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sutter Health's sponsor-wide assets grew 24.4%, from $12.1B to $15.1B.
Where does Sutter Health Tax Deferred Annuity Employer Match Plan rank by assets among Form 5500 filers? ▼
Sutter Health Tax Deferred Annuity Employer Match Plan ranks in the 93rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Sutter Health Tax Deferred Annuity Employer Match Plan? ▼
Among Other plans in other states, the closest by assets is Eckerd College Defined Contribution Retirement Plan in FL ($154M, 397 participants).
Which Other plans cover a similar participant headcount to Sutter Health Tax Deferred Annuity Employer Match Plan? ▼
Among Other plans in other states, the closest by covered participants is Swedish Health Services 403(b) Retirement Plan in WA (921 participants, $293M 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 942788907.

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.