Employer · plans filed under one EIN
Sutter Health
Sacramento, CA · Health care and social assistance
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.
Sutter Health, based in Sacramento, California, sponsors 6 retirement plans with 100 or more participants: 5 defined contribution and 1 defined benefit. Together they reported 168,381 participant records and $14.8B in net assets.
The largest is Sutter Health 403(b) Savings Plan, a 403(b) plan with 78,643 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.
Employer contributions across the plans were $102M and participant contributions $584M in the latest plan years; benefits paid were $866M. Schedule C compensation reported to service provider organisations totalled $20.4M.
Combined net assets moved from $2.29B in 2009 to $14.8B in 2024 (up 543%). Plan mergers and spin-offs show up here as steps in the series.
Plans
| Plan | Kind | Plan year | Participants | Net assets | Per participant | Employer / active | Sch. C compensation |
|---|---|---|---|---|---|---|---|
| Sutter Health 403(b) Savings Plan | 403(b) plan | 2024 | 78,643 | $7.63B | $96,993 | $653 | $1.8M |
| Sutter Health Retirement Plan | cash balance pension plan | 2024 | 66,154 | $5.87B | $88,739 | — | $18.2M |
| Sutter Health Retirement Income Plan | profit-sharing plan | 2024 | 16,884 | $864M | $51,172 | $4,675 | $276K |
| Sutter Health 401(k) Savings Plan | 401(k) plan | 2024 | 3,959 | $180M | $45,349 | $61 | $86K |
| Sutter Health Tax Deferred Annuity Employer Match Plan | 403(b) plan | 2024 | 2,052 | $153M | $74,601 | — | $0 |
| Sutter Health 403(b) Legacy Retirement Plan | 403(b) plan | 2024 | 689 | $60.9M | $88,436 | — | $12K |
| US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244. | |||||||
Trend by plan year
| Plan year | Plans | Participant records | Net assets | Employer contributions | Participant contributions |
|---|---|---|---|---|---|
| 2024 | 6 | 168,381 | $14.8B | $102M | $584M |
| 2023 | 6 | 161,718 | $13.4B | $82.7M | $527M |
| 2022 | 6 | 152,919 | $11.9B | $79.3M | $478M |
| 2021 | 6 | 148,828 | $14.1B | $76.1M | $472M |
| 2020 | 6 | 149,895 | $12.6B | $303M | $443M |
| 2019 | 6 | 161,912 | $10.8B | $366M | $417M |
| 2018 | 6 | 161,403 | $8.72B | $324M | $248M |
| 2017 | 6 | 133,148 | $7.74B | $228M | $227M |
| 2016 | 6 | 129,142 | $6.39B | $368M | $210M |
| 2015 | 6 | 120,289 | $5.50B | $163M | $198M |
| 2014 | 6 | 112,321 | $5.45B | $291M | $180M |
| 2013 | 5 | 105,618 | $4.94B | $62.0M | $164M |
| 2012 | 5 | 101,912 | $4.09B | $256M | $151M |
| 2011 | 5 | 98,117 | $3.34B | $454M | $134M |
| 2010 | 5 | 92,424 | $2.90B | $161M | $89.7M |
| 2009 | 5 | 80,595 | $2.29B | $39.0M | $77.2M |
History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.
Service providers
| Organisation | Services reported | Plans | Compensation reported |
|---|---|---|---|
| Alight Solutions LLC | Recordkeeping and information management | 1 | $2,681,250 |
| Fidelity Investments Institutional | Participant loan processing | 3 | $2,206,470 |
| Marathon-London | Investment management | 1 | $1,924,255 |
| The Northern Trust Company | Trustee (bank, trust company, or similar financial institution); Investment management; Securities brokerage | 1 | $1,636,131 |
| Deprince Race & Zollo Inc. | Investment management | 1 | $1,562,356 |
| Next Century Growth Inv, LLC | Investment management | 1 | $1,494,512 |
| Capital Guardian Trust Company | Investment management | 1 | $1,385,395 |
| Sands Capital MGMT, LLC | Investment management | 1 | $1,139,417 |
| Timessquare Capital MGMT, LLC | Investment management | 1 | $992,119 |
| Dodge & Cox | Investment management | 1 | $718,154 |
| Brandywine Global Inv. MGMT | Investment management | 1 | $645,885 |
| Verus | Consulting (pension) | 1 | $441,423 |
| Tremblant Capital LP | Investment management | 1 | $434,097 |
| Lincoln National Corporation | Contract Administrator | 1 | $12,159 |
Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.
Questions and answers
How many retirement plans does Sutter Health have?
6 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Sutter Health 403(b) Savings Plan, Sutter Health Retirement Plan, Sutter Health Retirement Income Plan and Sutter Health 401(k) Savings Plan and others. Smaller plans and plans filed under a subsidiary's number are not grouped here.
How much does Sutter Health contribute to its plans?
$101,526,682 in employer contributions across these plans in their latest plan years, about $872 per active participant record. Form 5500 reports totals and not the match or accrual formula.
Who provides services to these plans?
Schedule C filings name Alight Solutions LLC, Fidelity Investments Institutional, Marathon-London and The Northern Trust Company and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.
Where does this come from?
Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.