Sutter Health 401(k) and pension plans

Sutter Health, Sacramento, CA. EIN 94-2788907. Annual reports 2009–2025.

Sutter Health has 7 active retirement plans on file. The largest is the Sutter Health 403(b) Savings Plan, with 79,995 participants and $9.3 billion in assets in 2025. Fidelity has been its recordkeeper since 2009.

Active plans
7
Participants
174,353
Plan assets
$17.1 billion
401(k) recordkeeper
Fidelity
Plans on file
8
Industry
Health care

All 8 plans

Active plans first

Sutter Health 403(b) Savings Plan

403(b)Active

Active. The plan filed its annual report for the 2025 plan year.

Plan number
337Employer EIN 94-2788907
Participants (2025)
79,995
Net assets (2025)
$9.3 billion
Recordkeeper
Fidelity2009–2025
Plan administrator
Sutter Health
2200 River Plaza Drive
Sacramento, CA 95833
(888) 888-6044As filed for 2025
In effect since
January 1, 2008

Plans merged into this one: Sutter Health 403(b) Savings Plan (2018); Palo Alto Medical Foundation 403(b) Retirement Plan (2010); Sansum Clinic Match Plan (2025); 403(b) Employer Savings Plan for Employees of Mills-Peninsula Health Services (2014); Mills-Peninsula Health Services RN 403(b) Plan (2014).

Earlier plan names: Sutter Health 403(b) Match Savings Plan.

Year by year, 2009 to 2025
Plan yearParticipantsNet assetsRecordkeeper
202579,995$9.3 billionFidelity
202478,643$7.6 billionFidelity
202374,381$6.5 billionFidelity
202269,618$5.3 billionFidelity
202166,963$6.4 billionFidelity
202067,355$5.6 billionFidelity
201979,338$4.7 billionFidelity
201876,431$3.7 billionFidelity
201749,531$2.5 billionFidelity
201647,962$2.0 billionFidelity
201544,620$1.6 billionFidelity
201438,803$1.4 billionFidelity
201336,856$1.2 billionFidelity
201233,660$825 millionFidelity
201130,672$582 millionFidelity
201029,619$462 millionFidelity
200921,101$235 millionFidelity

Sutter Health Retirement Plan

Cash balance pensionActive

Active. The plan filed its annual report for the 2025 plan year.

Plan number
333Employer EIN 94-2788907
Participants (2025)
69,518
Net assets (2025)
$6.3 billion
Administered by
Alight2022–2025
Plan administrator
Sutter Health
2200 River Plaza Drive
Sacramento, CA 95833
(888) 888-6044As filed for 2025
In effect since
April 1, 1959
Year by year, 2009 to 2025
Plan yearParticipantsNet assetsRecordkeeper
202569,518$6.3 billionAlight
202466,154$5.9 billionAlight
202362,697$5.7 billionAlight
202260,900$5.6 billionAlight
202159,598$6.5 billionnot listed
202059,991$6.0 billionnot listed
201959,027$5.1 billionnot listed
201857,796$4.2 billionnot listed
201756,941$4.4 billionnot listed
201655,127$3.6 billionnot listed
201552,698$3.3 billionnot listed
201450,756$3.4 billionnot listed
201347,610$3.2 billionnot listed
201246,564$2.8 billionnot listed
201145,591$2.3 billionnot listed
201041,086$2.0 billionnot listed
200940,238$1.7 billionnot listed

Sutter Health Retirement Income Plan

Profit-sharing planActive

Active. The plan filed its annual report for the 2025 plan year.

Plan number
334Employer EIN 94-2788907
Participants (2025)
18,361
Net assets (2025)
$1.0 billion
Recordkeeper
Fidelity2009–2025
Plan administrator
Sutter Health
2200 River Plaza
Sacramento, CA 95833
(888) 888-6044As filed for 2025
In effect since
January 1, 2000
Year by year, 2009 to 2025
Plan yearParticipantsNet assetsRecordkeeper
202518,361$1.0 billionFidelity
202416,884$864 millionFidelity
202317,357$752 millionFidelity
202214,533$628 millionFidelity
202113,858$757 millionFidelity
202013,533$674 millionFidelity
201912,525$561 millionFidelity
201815,926$448 millionFidelity
201714,780$462 millionFidelity
201613,454$378 millionFidelity
201513,593$339 millionFidelity
201412,925$322 millionFidelity
201312,256$288 millionFidelity
201211,992$232 millionFidelity
201111,503$191 millionFidelity
201011,048$175 millionFidelity
20099,905$136 millionFidelity

Sutter Health 401(k) Savings Plan

401(k)Active

Active. The plan filed its annual report for the 2025 plan year.

Plan number
338Employer EIN 94-2788907
Participants (2025)
3,703
Net assets (2025)
$193 million
Recordkeeper
Fidelity2009–2025
Plan administrator
Sutter Health
2200 River Plaza Drive
Sacramento, CA 95833
(888) 888-6044As filed for 2025
In effect since
January 1, 2008

Plans merged into this one: California Pacific Medical Center Nurses' Retirement Plan (2016); California Pacific Medical Center Employee Savings Incentive Matching Plan (2016); ST. Luke'S Hospital Cna Pension Plan (2019); Palo Alto Medical Foundation for Health Care, Research and Education Thrift Savings Match Plan (2010); The Pathology Institute Variable Investment Plan (2010).

Year by year, 2009 to 2025
Plan yearParticipantsNet assetsRecordkeeper
20253,703$193 millionFidelity
20243,959$180 millionFidelity
20234,277$167 millionFidelity
20224,596$149 millionFidelity
20214,933$193 millionFidelity
20205,338$184 millionFidelity
20197,144$169 millionFidelity
20187,142$148 millionFidelity
20177,520$164 millionFidelity
20167,962$149 millionFidelity
20154,481$86.9 millionFidelity
20144,657$89.7 millionFidelity
20134,760$88.5 millionFidelity
20124,959$79.2 millionFidelity
20115,204$74.6 millionFidelity
20105,313$76.1 millionFidelity
20093,746$48.2 millionFidelity

Sutter Health Tax Deferred Annuity Employer Match Plan

403(b)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
002Employer EIN 94-2788907
Participants (2024)
2,052
Net assets (2024)
$153 million
Last listed recordkeeper
Fidelity2009–2013
Plan administrator
Sutter Health
2200 River Plaza Drive
Sacramento, CA 95833
(888) 888-6044As filed for 2024
In effect since
January 1, 1993
Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
20242,052$153 millionnot listed
20232,267$163 millionnot listed
20222,477$176 millionnot listed
20212,639$213 millionnot listed
20202,804$201 millionnot listed
20192,947$188 millionnot listed
20183,121$178 millionnot listed
20173,320$195 millionnot listed
20163,501$188 millionnot listed
20153,702$188 millionnot listed
20143,904$197 millionnot listed
20134,136$199 millionFidelity
20124,737$199 millionFidelity
20115,147$191 millionFidelity
20105,358$208 millionFidelity
20095,605$206 millionFidelity

Sutter Health 403(b) Legacy Retirement Plan

403(b)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
339Employer EIN 94-2788907
Participants (2024)
689
Net assets (2024)
$60.9 million
Plan administrator
Sutter Health
2200 River Plaza Drive
Sacramento, CA 95833
(888) 888-6044As filed for 2024
In effect since
November 1, 2014

Plans merged into this one: California Association of Hospitals and Health Systems Tsa Plan (2014); Sutter Lakeside Hospital 403(b) Retirement Plan (2014).

Year by year, 2014 to 2024
Plan yearParticipantsNet assetsRecordkeeper
2024689$60.9 millionnot listed
2023739$61.7 millionnot listed
2022795$61.7 millionnot listed
2021837$75.0 millionnot listed
2020874$69.7 millionnot listed
2019931$69.1 millionnot listed
2018987$66.0 millionnot listed
20171,056$74.1 millionnot listed
20161,136$71.3 millionnot listed
20151,195$71.8 millionnot listed
20141,276$75.7 millionnot listed

Mills Peninsula Retirement Savings Plan

Money purchase pensionActiveUnion (multiemployer)

Active. The plan filed its annual report for the 2024 plan year.

Plan number
335Employer EIN 94-2788907
Participants (2024)
35
Net assets (2024)
$1.4 million
Plan administrator
Sutter Health
2200 River Plaza Drive
Sacramento, CA 95833
(888) 888-6044As filed for 2024
In effect since
January 1, 2001
Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
202435$1.4 millionnot listed
202338$1.3 millionnot listed
202240$1.3 millionnot listed
202142$1.7 millionnot listed
202047$1.7 millionnot listed
201948$1.7 millionnot listed
201853$1.6 millionnot listed
201754$1.7 millionnot listed
201658$1.6 millionnot listed
201563$1.9 millionnot listed
201469$2.1 millionnot listed
201374$2.3 millionnot listed
201280$2.7 millionnot listed
201185$2.8 millionnot listed
201090$3.3 millionnot listed
2009154$3.3 millionnot listed

Sutter Health 403(b) Savings Plan

403(b)Merged

Merged. In 2018 its assets moved to the Sutter Health 403(b) Match Savings Plan, sponsored by Sutter Health (EIN 94-2788907, plan 337). Accounts moved with them, so that plan is the one to contact.

Plan number
336Employer EIN 94-2788907
Participants (2017)
28,295
Net assets (2017)
$1.2 billion
Recordkeeper
Fidelity2009–2018
Plan administrator
Sutter Health
2200 River Plaza Drive
Sacramento, CA 95833
(916) 887-7232As filed for 2018
In effect since
January 1, 2008

Plans merged into this one: The Berkeley Long-Term Care Tda Retirement Savings Plan (2016); Summit Medical Center Custom Saver Pension Plan (2016).

Year by year, 2009 to 2018
Plan yearParticipantsNet assetsRecordkeeper
20180$0Fidelity
201728,295$1.2 billionFidelity
201627,879$1.0 billionFidelity
201525,748$843 millionFidelity
201422,361$774 millionFidelity
201322,681$672 millionFidelity
201221,353$503 millionFidelity
201121,690$369 millionFidelity
201023,333$288 millionFidelity
200922,101$170 millionFidelity

If you had money in one of these plans

  1. Call Fidelity (fidelity.com), which runs the Sutter Health 403(b) Savings Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
  2. Or call the plan administrator listed on the plan below ((888) 888-6044). That number was filed for 2025; ask for the benefits or retirement plan office.
  3. If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
  4. Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

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