Other · DOL Form 5500 · 2024
Sutter Health Retirement Plan
Data updated 2026-08-25
- $61M
- Total assets Below avg plan size
- 294
- Participants Below avg headcount
- 86th
- Percentile by assets National rank
- $207,280
- Avg per participant Above avg balance/head
Official DOL plan name: Sutter Health 403(b) Legacy Retirement Plan · Sponsored by Sutter Health · California · Healthcare & Social Assistance
$61M in assets, 294 participants
Sutter Health's Sutter Health 403(b) Legacy Retirement Plan reported $61M in total assets and 294 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.
- #14,927 in Healthcare & Social Assistance (16,916 peers)
Coverage in California
Sutter Health 403(b) Legacy Retirement Plan covers 294 participants in California, about 47% of the average California filer (state average ~630 per filing). Assets: $61M.
- #14,927
- in Healthcare & Social Assistance (16,916 peers)
- -1.3%
- assets change YoY
- 0.6×
- vs typical plan assets (national mean)
The plan reported a net loss of $744K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Sutter Health 403(b) Legacy Retirement Plan's outsized position by total assets
Sutter Health 403(b) Legacy Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$60,940,207 Top 14% higher than 86% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Sutter Health 403(b) Legacy Retirement 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 403(b) Legacy Retirement Plan sits mid-pack in the medium band (294 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sutter Health 403(b) Legacy Retirement Plan reported net income fell from $43K in the plan year 2023 filing to -$744K in the plan year 2024 filing.
- Sutter Health 403(b) Legacy Retirement Plan reported participants fell from 316 in the plan year 2023 filing to 294 in the plan year 2024 filing.
- Sutter Health 403(b) Legacy Retirement Plan end-of-year assets fell from $62M in the plan year 2023 filing to $61M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 942788907 · Sutter Health PY 2024 · Other
Sutter Health 403(b) Legacy Retirement Plan · $61M · 294 · 86th
- PART $61M
- PART 294
- PART 86th
- PART Other
- PART near Center on Budget and Policy Priorities 403(b) Retirement Plan
- PART ind #14927
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 403(b) Legacy Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $62M |
|---|---|
| Net Assets (End of Year) | $61M |
| Net Income | -$744K |
| Employer EIN | 942788907 |
| Plan Effective Date | 2014-11-01 |
| Filing Status | FILING 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
| 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.
- 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
Sutter Health 403(b) Legacy Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Center on Budget and Policy Priorities 403(b) Retirement Plan in DC ($61M); by covered participants it is Northwestern College 403(b) DC Plan in IA (294 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($61M here).
Similar participant headcount
Nearest other-state filings by covered participants (294 participants); asset peers above are excluded.
- Northwestern College 403(b) DC Plan (IA) 294 · 0 off
- Community Concepts, Inc. Tax Deferred Annuity Plan (ME) 294 · 0 off
- Montgomery Hospice Ee & Er Contribution Plan (MD) 294 · 0 off
- Urban League of Metropolitan St. Louis 403(b) Plan (MO) 294 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.