Sacramento, CA Form 5500 retirement and benefit plan filings

City Form 5500 summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Sacramento, CA has 472 loaded benefit plan(s) reported by 324 plan sponsor(s), with $19,835,974,525 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
472
Plan sponsors
324
Latest filing year
2023

What stands out in Sacramento

  • 472 loaded plans hold $19.8B in reported assets across 324 sponsors.
  • The largest, Sutter Health 403(B) Savings Plan, holds 33% of reported Sacramento plan assets.
  • Plans cover 784,292 participants — about 1,662 per plan.
  • 63% of loaded plans report full Schedule H/I financial statements.
  • 32% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$19.4BSummed across loaded plans$19,423,047,759
Total reported assets$19.8B$19,835,974,525
Total reported participants784.3K784,292
Total reported liabilities$414.4M$414,351,613

Reported net position

Reported assets = net assets + liabilities (summed)$19.8B total assets
Net assets$19.4BLiabilities$414.4M
Contributions & income
Employer contributions$431.2M
Participant contributions$900.7M
Total income / additions$4.2B
Expenses & distributions
Benefits paid / distributions$1.6B
Total expenses$1.7B
Net increase / (decrease)$2.5B

Data coverage

Plans with financial statements299 / 472 (63%)
Plans with provider compensation150 / 472 (32%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Sacramento, CA plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Sacramento market comparison

Largest plan share of assets33%Sutter Health 403(B) Savings Plan
Participants per plan1,662Average across loaded plans
Plan sponsors324
Ranked by reported assets

Largest loaded plans in Sacramento

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Sutter Health · 2023
  2. 2
    Sutter Health · 2023
  3. 3
    Sutter Medical Group, Inc. · 2023
  4. 4
    Sutter Health · 2023
  5. 5
    The Mcclatchy Company, LLC · 2023
  6. 6
    Medical Clinic Of Sacramento, Inc. · 2023
  7. 7
    Board Of Trustees, U.A. Local No. 447 Pension Fund · 2023
  8. 8
    Teichert, Inc. · 2023
  9. 9
    Golden 1 Credit Union · 2023
  10. 10
    Sutter Health · 2023
  11. 11
  12. 12
    Blue Diamond Growers · 2023
  13. 13
    Peace Officers Research Association Of California · 2023
  14. 14
    Central Anesthesia Service Exchange Medical Group, Inc. · 2023
  15. 15
    Board Of Trustees, U.A. Local No. 447 Defined · 2023
  16. 16
    Blue Diamond Growers · 2023
  17. 17
    Downey Brand Llp · 2023
  18. 18
    Board Of Trustees Of The Ccpoa Benefit Trust Fund · 2023
  19. 19
    Crestwood Behavioral Health, Inc. · 2023
  20. 20
    Teichert, Inc. · 2023
  21. 21
    Peace Officers Research Assoc Of Ca · 2023
  22. 22
    Rex Signature Services, LLC · 2023
  23. 23
  24. 24
    Wood Rodgers, Inc · 2023
  25. 25
    California Association Of Hospitals And Health Systems · 2023

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Sacramento, CA?
472 plan(s) reported by 324 sponsor(s) are loaded for Sacramento, CA.

Related Form 5500 pages