Defined Benefit (Pension) · DOL Form 5500 · 2024
Sharp Healthcare Pension Plan
Data updated 2026-08-06
- $687M
- Total assets
- 13,524
- Participants
- 98th
- Percentile by assets
- $50,776
- Avg per participant
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.
- 98th percentile by assets (of 116,472 plans)
Coverage in California
Sharpsaver Retirement Plan covers 13,524 participants in California, 21x the typical California plan (state average ~637 per filing). Assets: $687M.
- $687M
- total plan assets (2024 EOY)
- 13,524
- covered participants
- 98th
- percentile by assets (of 116,472 plans)
- $50,776
- avg assets per participant
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.
Participants vs California filers
In California, the average filing covers about 637 participants across 14,392 plans. Sharpsaver Retirement Plan reports 13,524 participants - 21x that state average ($687M EOY assets).
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)
| 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.
Sharpsaver Retirement Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
- 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
- Disney Salaried Pension Plan D $10.4B · 9,984
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Sharpsaver Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Sharpsaver Retirement Plan assets move in 2024? ▼
How have Sharp Healthcare plan assets changed over time? ▼
Where does Sharpsaver Retirement Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Sharpsaver Retirement Plan? ▼
Next read for Sharpsaver Retirement Plan
Filing takeaways
Ways to act on Sharpsaver Retirement Plan's numbers.
- By total assets, Sharpsaver Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) 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.