Defined Benefit (Pension) · DOL Form 5500 · 2024

Sharp Rees-Stealy Medical Group, Inc Pension Plan

Data updated 2026-08-25

$55M
Total assets Below avg plan size
262
Participants Below avg headcount
85th
Percentile by assets National rank
$211,334
Avg per participant Above avg balance/head
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Official DOL plan name: Sharp Rees-Stealy Medical Group, Inc. Cash Balance Pension Plan · Sponsored by Sharp Rees-Stealy Medical Group, Inc · California · Healthcare & Social Assistance

$55M in assets, 262 participants

Sharp Rees-Stealy Medical Group, Inc's Sharp Rees-Stealy Medical Group, Inc. Cash Balance Pension Plan reported $55M in total assets and 262 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • #14,786 in Healthcare & Social Assistance (16,916 peers)

Coverage in California

Sharp Rees-Stealy Medical Group, Inc. Cash Balance Pension Plan covers 262 participants in California, about 42% of the average California filer (state average ~630 per filing). Assets: $55M.

#14,786
in Healthcare & Social Assistance (16,916 peers)
+12.1%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Sharp Rees-Stealy Medical Group, Inc. Cash Balance Pension Plan's outsized position by total assets

Sharp Rees-Stealy Medical Group, Inc. Cash Balance Pension Plan vs every filed plan by assets

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

$55,369,443 Top 15% higher than 85% 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

Sharp Rees-Stealy Medical Group, Inc. Cash Balance Pension 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. Sharp Rees-Stealy Medical Group, Inc. Cash Balance Pension Plan sits mid-pack in the medium band (262 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sharp Rees-Stealy Medical Group, Inc. Cash Balance Pension Plan reported net income fell from $8M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Sharp Rees-Stealy Medical Group, Inc. Cash Balance Pension Plan end-of-year assets rose from $49M in the plan year 2023 filing to $55M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 330106028 · Sharp Rees-Stealy Medical Group, Inc PY 2024 · Defined Benefit (Pension)

Sharp Rees-Stealy Medical Group, Inc. Cash Balance Pension Plan · $55M · 262 · 85th

  • PCT $55M
  • EIN 262
  • RANK 85th
  • PHOTO Defined Benefit (Pension)
  • IND near New York Backstretch Employees Pension Plan
  • EOY ind #14786

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 →

Sharp Rees-Stealy Medical Group, Inc. Cash Balance Pension Plan in the asset neighbourhood

New York Backstretch Employees Pension PlanNew York Backstretch Employe…$55MSharp Rees-Stealy Medical Group, Inc. Cash Balance Pension PlanSharp Rees-Stealy Medical Gr…$55MBoston Plasterers' & Cement Masons' Union Local 534 Pension FundBoston Plasterers' & Cement …$55MCommunity Service Society of New York Retirement PlanCommunity Service Society of…$55MDoosan Pension Plan Number OneDoosan Pension Plan Number O…$55M
End-of-year total assets ($M) among Sharp Rees-Stealy Medical Group, Inc. Cash Balance Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$49M
Net Assets (End of Year)$55M
Net Income$6M
Employer EIN330106028
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sharp Rees-Stealy Medical Group, Inc)

Sponsor-wide plan assets over time

All Sharp Rees-Stealy Medical Group, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$609M 30.423742946811572% vs 2022
2024 filing year
$450M$500M$550M$600M$650M 202220232024 $467M $609M ▲ +30.4%
Year Plans Participants Total Assets
2022 4 1,793 $467M
2023 4 1,567 $529M
2024 3 1,463 $609M

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Sharp Rees-Stealy Medical Group, Inc. Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Sharp Rees-Stealy Medical Group, Inc. Cash Balance Pension Plan, Total assets ($B): 0.055369443 · Participants: 262Sharp Rees-Stealy Medical Group, Inc. Cash Balance Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 34.452234723 · Participants: 135057Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.60716624 · Participants: 27500Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 11.441381434 · Participants: 18983Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Western States Carpenters Pension Plan, Total assets ($B): 11.342334451 · Participants: 48582Western States Carpenters Pension PlanIlwu-Pma Pension Plan, Total assets ($B): 10.798538721 · Participants: 15833Ilwu-Pma Pension Plan
Sharp Rees-Stealy Medical Group, Inc. Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Sharp Rees-Stealy Medical Group, Inc. Cash Balance Pension Plan side-by-side with 3 peers →

Sharp Rees-Stealy Medical Group, Inc. Cash Balance Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is New York Backstretch Employees Pension Plan in NY ($55M); by covered participants it is Park Community Credit Union Cash Balance Defined Benefit Plan and Trust in KY (262 participants). Same-state nearby plans are listed separately above.

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 Sharp Rees-Stealy Medical Group, Inc. Cash Balance Pension Plan assets move in 2024? ▼
Sharp Rees-Stealy Medical Group, Inc. Cash Balance Pension Plan grew at a solid clip - up 12.1% during 2024, from $49M to $55M. Reported net income was $6M.
How have Sharp Rees-Stealy Medical Group, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sharp Rees-Stealy Medical Group, Inc's sponsor-wide assets grew 30.4%, from $467M to $609M.
Where does Sharp Rees-Stealy Medical Group, Inc. Cash Balance Pension Plan rank by assets among Form 5500 filers? ▼
Sharp Rees-Stealy Medical Group, Inc. Cash Balance Pension Plan ranks in the 85th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Sharp Rees-Stealy Medical Group, Inc. Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is New York Backstretch Employees Pension Plan in NY ($55M, 1,162 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Sharp Rees-Stealy Medical Group, Inc. Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Park Community Credit Union Cash Balance Defined Benefit Plan and Trust in KY (262 participants, $33M 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 330106028.

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.