Profit Sharing · DOL Form 5500 · 2024

Sutter Hill Management Company, L.L.C. Profit Sharing Plan

Data updated 2026-08-25

$1.3B
Total assets Very large vs avg
53
Participants Small participant base
99th
Percentile by assets National rank
$25.2M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Shv Profit Sharing Plan · Sponsored by Sutter Hill Management Company, L.L.C. · California · Finance & Insurance

$1.3B in assets, 53 participants

Sutter Hill Management Company, L.L.C.'s Shv Profit Sharing Plan reported $1.3B in total assets and 53 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.

  • #8,357 in Finance & Insurance (8,549 peers)

Where Shv Profit Sharing Plan sits by assets

Shv Profit Sharing Plan sits among the largest 1% of all filed plans, $1.3B for 53 participants (~$25.2M/participant), up 66.0% in 2024.

#8,357
in Finance & Insurance (8,549 peers)
+66.0%
assets growth YoY
13×
vs typical plan assets (national mean)

Shv Profit Sharing Plan's outsized position by total assets

Shv Profit Sharing Plan vs every filed plan by assets

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

$1,334,930,488 Top 1% higher than 99% 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

Shv Profit Sharing 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. Shv Profit Sharing Plan is a small filing (53 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Shv Profit Sharing Plan end-of-year assets rose from $804M in the plan year 2023 filing to $1.3B in the plan year 2024 filing.
  • Shv Profit Sharing Plan reported net income rose from $386M in the plan year 2023 filing to $528M in the plan year 2024 filing.
  • Shv Profit Sharing Plan reported participants fell from 58 in the plan year 2023 filing to 53 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 770080676 · Sutter Hill Management Company, L.L.C. PY 2024 · Profit Sharing

Shv Profit Sharing Plan · $1.3B · 53 · 99th

  • BOOK $1.3B
  • VS-ST 53
  • BOY 99th
  • SCH Profit Sharing
  • EBSA near Boilermakers National Annuity Trust
  • PART ind #8357

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 →

Shv Profit Sharing Plan in the asset neighbourhood

Carle Foundation Hospital and Affiliates Matching Tsa PlanCarle Foundation Hospital an…$1.4BRaymond James Financial, Inc. & Affiliates Profit Sharing PlanRaymond James Financial, Inc…$1.3BNorth Atlantic States Carpenters Annuity PlanNorth Atlantic States Carpen…$1.3BShv Profit Sharing Plan$1.3BBoilermakers National Annuity TrustBoilermakers National Annuit…$1.3B
End-of-year total assets ($B) among Shv Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$804M
Net Assets (End of Year)$1.3B
Net Income$528M
Employer EIN770080676
Plan Effective Date1975-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sutter Hill Management Company, L.L.C.)

Sponsor-wide plan assets over time

All Sutter Hill Management Company, L.L.C. plans reported in each filing year

Latest sponsor-wide plan assets
$1.3B 214.49770788496326% vs 2022
2024 filing year
$0B$0.5B$1B$1.5B 202220232024 $0.42B $1.33B ▲ +216.7%
Year Plans Participants Total Assets
2022 1 56 $424M
2023 1 58 $804M
2024 1 53 $1.3B

Nearby Profit Sharing Plans in California

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

Shv Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 0246810 Total assets ($B) Participants Shv Profit Sharing Plan, Total assets ($B): 1.334930488 · Participants: 53Shv Profit Sharing PlanScpmg Keogh Plan, Total assets ($B): 7.873239427 · Participants: 10749Scpmg Keogh PlanIntel Retirement Contribution Plan, Total assets ($B): 7.29473208 · Participants: 19044Intel Retirement Contribution PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 6.232609737 · Participants: 67842Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.429377 · Participants: 4491Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.420512537 · Participants: 36338Disney Retirement Savings Plan
Shv Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Shv Profit Sharing Plan side-by-side with 3 peers →

Shv Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Boilermakers National Annuity Trust in MO ($1.3B); by covered participants it is Oak Brook School, Inc. Retirement Plan in TX (53 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (53 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 Shv Profit Sharing Plan assets move in 2024? ▼
Shv Profit Sharing Plan surged - up 66.0% during 2024, from $804M to $1.3B. Reported net income was $528M.
How have Sutter Hill Management Company, L.L.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sutter Hill Management Company, L.L.C.'s sponsor-wide assets grew 214.5%, from $424M to $1.3B.
Where does Shv Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Shv Profit Sharing Plan ranks in the 99th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).
Which Profit Sharing plans are similar in size to Shv Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Boilermakers National Annuity Trust in MO ($1.3B, 18,034 participants).
Which Profit Sharing plans cover a similar participant headcount to Shv Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Oak Brook School, Inc. Retirement Plan in TX (53 participants, $2M 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 770080676.

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.