Other · DOL Form 5500 · 2024
Sharp Healthcare Retirement Plan
Data updated 2026-07-24
- $1.4B
- Total assets
- 20,047
- Participants
- 99th
- Percentile by assets
- $69,123
- Avg per participant
Official DOL plan name: Sharpsaver Defined Contribution Plan · Sponsored by Sharp Healthcare · California · Healthcare & Social Assistance
$1.4B in assets, 20,047 participants
Sharp Healthcare's Sharpsaver Defined Contribution Plan reported $1.4B in total assets and 20,047 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.
- 99th percentile by assets (of 116,472 plans)
Coverage in California
Sharpsaver Defined Contribution Plan covers 20,047 participants in California, 31x the typical California plan (state average ~637 per filing). Assets: $1.4B.
- $1.4B
- total plan assets (2024 EOY)
- 20,047
- covered participants
- 99th
- percentile by assets (of 116,472 plans)
- $69,123
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sharpsaver Defined Contribution Plan end-of-year assets rose from $1.2B in the plan year 2023 filing to $1.4B in the plan year 2024 filing.
- Sharpsaver Defined Contribution Plan reported net income fell from $206M in the plan year 2023 filing to $184M in the plan year 2024 filing.
- Sharpsaver Defined Contribution Plan reported participants rose from 19,173 in the plan year 2023 filing to 20,047 in the plan year 2024 filing.
Participants vs California filers
In California, the average filing covers about 637 participants across 14,392 plans. Sharpsaver Defined Contribution Plan reports 20,047 participants - 31x that state average ($1.4B EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $1.2B |
|---|---|
| Net Assets (End of Year) | $1.4B |
| Net Income | $184M |
| Employer EIN | 956077327 |
| Plan Effective Date | 1980-07-01 |
| 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.
Sharpsaver Defined Contribution 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 Sharpsaver Defined Contribution Plan by total assets, not by location.
- Henry Ford Health System Heritage 403(b) Plan (MI) $1.4B · 14,465
- American University Defined Contribution Retirement Plan (DC) $1.4B · 5,480
- Lehigh Valley Health Network, Inc. 403(b) Savings Plan (PA) $1.3B · 20,405
- Johns Hopkins Health System Corporation 403(b) Plan (MD) $1.3B · 17,081
Frequently Asked Questions
How did Sharpsaver Defined Contribution Plan assets move in 2024? ▼
How have Sharp Healthcare plan assets changed over time? ▼
Where does Sharpsaver Defined Contribution Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Sharpsaver Defined Contribution Plan? ▼
Next read for Sharpsaver Defined Contribution Plan
Filing takeaways
Ways to act on Sharpsaver Defined Contribution Plan's numbers.
- By total assets, Sharpsaver Defined Contribution Plan ranks among the largest 1% of all filed plans. 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.