Defined Benefit (Pension) · DOL Form 5500 · 2024
Sharp Healthcare Pension Plan
Data updated 2026-08-25
- $687M
- Total assets Above avg plan size
- 13,524
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $50,776
- Avg per participant Low balance/head
Official DOL plan name: Sharpsaver Retirement Plan · Sponsored by Sharp Healthcare · California · Healthcare & Social Assistance
$687M in assets, 13,524 participants
Sharp Healthcare's Sharpsaver Retirement Plan reported $687M in total assets and 13,524 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.
- #16,549 in Healthcare & Social Assistance (16,916 peers)
Coverage in California
Sharpsaver Retirement Plan covers 13,524 participants in California, 21x the typical California plan (state average ~630 per filing). Assets: $687M.
- #16,549
- in Healthcare & Social Assistance (16,916 peers)
- +1.2%
- assets growth YoY
- 6.9×
- vs typical plan assets (national mean)
Sharpsaver Retirement Plan's outsized position by total assets
Sharpsaver Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$686,690,111 Top 2% higher than 98% 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
Sharpsaver Retirement Plan's mega-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sharpsaver Retirement Plan is a mega filing (13,524 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sharpsaver Retirement Plan reported net income fell from $82M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- Sharpsaver Retirement Plan end-of-year assets rose from $679M in the plan year 2023 filing to $687M in the plan year 2024 filing.
- Sharpsaver Retirement Plan reported participants rose from 13,460 in the plan year 2023 filing to 13,524 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 956077327 · Sharp Healthcare PY 2024 · Defined Benefit (Pension)
Sharpsaver Retirement Plan · $687M · 13,524 · 98th
- VS-ST $687M
- VS-ST 13,524
- VS-ST 98th
- VS-ST Defined Benefit (Pension)
- VS-ST near Pension Plan of Independence Blue Cross
- VS-ST ind #16549
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 →
Sharpsaver Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $679M |
|---|---|
| Net Assets (End of Year) | $684M |
| Net Income | $8M |
| Employer EIN | 956077327 |
| Plan Effective Date | 1981-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sharp Healthcare)
Sponsor-wide plan assets over time
All Sharp Healthcare plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.8B 40.097286597057575% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 52,906 | $2.0B |
| 2023 | 3 | 51,649 | $2.5B |
| 2024 | 3 | 53,413 | $2.8B |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Kaiser Permanente Retirement Plan $34.5B · 135,057
- Pacific Gas and Electric Company Retirement Plan $17.6B · 27,500
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $11.4B · 18,983
- Western States Carpenters Pension Plan $11.3B · 48,582
- Ilwu-Pma Pension Plan $10.8B · 15,833
Scale composition for Sharpsaver Retirement Plan
Sharpsaver Retirement Plan reports $687M in end-of-year assets across 13,524 participants (0.006% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.014% of 93,925,755 covered participants) - about $50,776 per participant (37% of the national average assets-per-participant) . Net income for plan year 2024 was $8M.
This plan identity (EIN 956077327, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $453M to $687M (+51.4%) while covered participants moved from 11,379 to 13,524 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 11,379 | $453M | Open filing |
| 2023 | 13,460 | $679M | Open filing |
| 2024 · index core | 13,524 | $687M | This page |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Sharpsaver Defined Contribution Plan (Other, $1.4B, 20,047 participants)
- Sharp Healthcare 403(b) Tax Deferred Retirement Plan (Other, $744M, 19,842 participants)
Sharpsaver Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Pension Plan of Independence Blue Cross in PA ($687M); by covered participants it is Duke Energy Retirement Cash Balance Plan in NC (13,576 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($687M here).
- Pension Plan of Independence Blue Cross (PA) $687M · 1,245
- Bwxt Retirement Plan (VA) $688M · 1,742
- Ppg Industries, Inc. Retirement Plan F (PA) $689M · 973
- Iron Workers District Council of New England Pension Fund (MA) $683M · 2,297
Similar participant headcount
Nearest other-state filings by covered participants (13,524 participants); asset peers above are excluded.
- Duke Energy Retirement Cash Balance Plan (NC) 13,576 · 52 off
- Massmutual Pension Plan (MA) 13,404 · 120 off
- The Retirement Benefit Plan of American Airlines, Inc. for Employees Represented by the Transport Workers Union of America, AFL-CIO (TX) 13,402 · 122 off
- Abbvie Pension Plan (IL) 13,656 · 132 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.