Money Purchase · DOL Form 5500 · 2024

Sharp Rees-Stealy Medical Group, Inc. Money Purchase Plan

Data updated 2026-08-06

$307M
Total assets: 342
Participants: 96th
Percentile by assets: $898,847
Avg per participant

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.

96th percentile by assets (of 116,472 plans)
#14,992 in Healthcare & Social Assistance (15,613 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.

$307M
total plan assets (2024 EOY): 342
covered participants: 96th
percentile by assets (of 116,472 plans): $898,847
avg assets per participant

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.

See the national 2023→2024 release diff →

State

California

Industry

Healthcare & Social Assistance

Sharp Rees-Stealy Medical Group, Inc. Money Purchase Pension Plan vs the 2024 asset distribution

By assets, Sharp Rees-Stealy Medical Group, Inc. Money Purchase Pension Plan outranks 96% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 3.1x the national average plan size of $100M (730 average participants).

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.)

Total plan assets by year, all Sharp Rees-Stealy Medical Group, Inc. plans on file

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.

Sharp Rees-Stealy Medical Group, Inc. Money Purchase Pension Plan vs. nearby Money Purchase plans in California, assets vs. participants

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
Directors Guild of America - Producer Pension Plan Supplemental Benefit Plan $2.3B · 23,032
Scripps Health Retirement Savings Plan $1.3B · 16,148

Compare Sharp Rees-Stealy Medical Group, Inc. Mo… side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Sharp Rees-Stealy Medical Group, Inc. Money Purchase Pension Plan by total assets, not by location.

Meba Pension Trust-Money Purchase Benefit Plan (MD) $306M · 2,964
Arkansas Chapter NECA-IBEW Retirement Plan (AR) $303M · 1,529
Local Union No 306 IBEW Pension Annuity Plan (OH) $302M · 1,151
Samaritan Health Services Retirement Plan (OR) $321M · 5,342

Frequently Asked Questions

How did Sharp Rees-Stealy Medical Group, Inc. Money Purchase Pension Plan assets move in 2024? ▼

Sharp Rees-Stealy Medical Group, Inc. Money Purchase Pension Plan grew sharply - up 16.1% during 2024, from $265M to $307M. Reported net income was $43M.

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. Money Purchase Pension Plan rank by assets among Form 5500 filers? ▼

Sharp Rees-Stealy Medical Group, Inc. Money Purchase Pension Plan ranks in the 96th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).

Which Money Purchase plans are similar in size to Sharp Rees-Stealy Medical Group, Inc. Money Purchase Pension Plan? ▼

Among Money Purchase plans in other states, the closest by assets is Meba Pension Trust-Money Purchase Benefit Plan in MD ($306M, 2,964 participants).

Next read for Sharp Rees-Stealy Medical Group, Inc. Mo…

Scale reading

Ways to act on Sharp Rees-Stealy Medical Group, Inc. Money Purchase Pension Plan's numbers.

By total assets, Sharp Rees-Stealy Medical Group, Inc. Money Purchase Pension Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Money Purchase plans in California. Compare plans
Sharp Rees-Stealy Medical Group, Inc.'s sponsor-wide assets have grown 30.4% 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 330106028.