Money Purchase · DOL Form 5500 · 2024
Sharp Rees-Stealy Medical Group, Inc. Money Purchase Plan
Data updated 2026-08-25
- $307M
- Total assets Above avg plan size
- 342
- Participants Below avg headcount
- 96th
- Percentile by assets National rank
- $898,847
- Avg per participant High balance/head
Official DOL plan name: Sharp Rees-Stealy Medical Group, Inc. Money Purchase Pension Plan · Sponsored by Sharp Rees-Stealy Medical Group, Inc. · California · Healthcare & Social Assistance
$307M in assets, 342 participants
Sharp Rees-Stealy Medical Group, Inc.'s Sharp Rees-Stealy Medical Group, Inc. Money Purchase Pension Plan reported $307M in total assets and 342 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- #16,258 in Healthcare & Social Assistance (16,916 peers)
Where Sharp Rees-Stealy Medical Group, Inc. Money Purchase Pension Plan sits by assets
Sharp Rees-Stealy Medical Group, Inc. Money Purchase Pension Plan sits in the top 5% of all filed plans by assets, $307M for 342 participants (~$898,847/participant), up 16.1% in 2024.
- #16,258
- in Healthcare & Social Assistance (16,916 peers)
- +16.1%
- assets growth YoY
- 3.1×
- vs typical plan assets (national mean)
Sharp Rees-Stealy Medical Group, Inc. Money Purchase Pension Plan's outsized position by total assets
Sharp Rees-Stealy Medical Group, Inc. Money Purchase Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$307,405,813 Top 4% higher than 96% 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
Sharp Rees-Stealy Medical Group, Inc. Money Purchase 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. Money Purchase Pension Plan sits mid-pack in the medium band (342 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sharp Rees-Stealy Medical Group, Inc. Money Purchase Pension Plan reported net income rose from $31M in the plan year 2023 filing to $43M in the plan year 2024 filing.
- Sharp Rees-Stealy Medical Group, Inc. Money Purchase Pension Plan end-of-year assets rose from $265M in the plan year 2023 filing to $307M in the plan year 2024 filing.
- Sharp Rees-Stealy Medical Group, Inc. Money Purchase Pension Plan reported participants fell from 353 in the plan year 2023 filing to 342 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 330106028 · Sharp Rees-Stealy Medical Group, Inc. PY 2024 · Money Purchase
Sharp Rees-Stealy Medical Group, Inc. Money Purchase Pension Plan · $307M · 342 · 96th
- PART $307M
- PART 342
- PART 96th
- PART Money Purchase
- PART near Meba Pension Trust-Money Purchase Benefit Plan
- PART ind #16258
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. Money Purchase Pension Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $265M |
|---|---|
| Net Assets (End of Year) | $307M |
| Net Income | $43M |
| Employer EIN | 330106028 |
| Plan Effective Date | 1986-04-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 1,793 | $467M |
| 2023 | 4 | 1,567 | $529M |
| 2024 | 3 | 1,463 | $609M |
Nearby Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $7.9B · 18,550
- Kaiser Permanente Supplemental Savings and Retirement Plan $5.7B · 37,013
- University of Southern California Defined Contribution Retirement Plan $5.0B · 19,806
- Carpenters Annuity Trust Fund for Northern California $3.5B · 24,741
- Directors Guild of America - Producer Pension Plan Supplemental Benefit Plan $2.3B · 23,032
Sharp Rees-Stealy Medical Group, Inc. Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is Meba Pension Trust-Money Purchase Benefit Plan in MD ($306M); by covered participants it is Money Purchase Retirement Plan of U.a. Local 716 in CT (340 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($307M here).
- Meba Pension Trust-Money Purchase Benefit Plan (MD) $306M · 2,964
- St. Paul Electrical Construction Workers Supplemental Pension Plan (MN) $308M · 2,787
- Hawaii Laborers' Annuity Fund (HI) $305M · 3,391
- Plumbers & Pipefitters Local 9 Surety Plan (NJ) $311M · 2,205
Similar participant headcount
Nearest other-state filings by covered participants (342 participants); asset peers above are excluded.
- Money Purchase Retirement Plan of U.a. Local 716 (CT) 340 · 2 off
- Oup USA Defined Contribution Retirement Plan (NY) 340 · 2 off
- Wayne Hospital Company Pension Plan (OH) 346 · 4 off
- Cambridge University Press Retirement Plan (NY) 338 · 4 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.