Find an old Sutter Health 401(k)

Who to contact about an account in each of the 7 Sutter Health plans, from the filings. Free, no sign-up, no Social Security number.

Sutter Health 401(k) Savings Plan

Sutter Health · Plan 338 · EIN 94-2788907 · Sacramento, CA

Active · plan year 2025 filing401(k)
Plan administratorSutter Health
2200 River Plaza Drive, Sacramento, CA 95833
Form 5500 ↗
Recordkeeper (who holds the accounts)Fidelity Investments InstitutionalSchedule C ↗
Former employees with balances1,038 separated participants still had money in the planForm 5500 ↗

Sutter Health 403(b) Savings Plan

Sutter Health · Plan 337 · EIN 94-2788907 · Sacramento, CA

Active · plan year 2025 filing403(b)
Plan administratorSutter Health
2200 River Plaza Drive, Sacramento, CA 95833
Form 5500 ↗
Recordkeeper (who holds the accounts)Fidelity Investments InstitutionalSchedule C ↗
Former employees with balances17,258 separated participants still had money in the planForm 5500 ↗

Sutter Health Tax Deferred Annuity Employer Match Plan

Sutter Health · Plan 002 · EIN 94-2788907 · Sacramento, CA

Active · plan year 2024 filing403(b)
Plan administratorSutter Health
2200 River Plaza Drive, Sacramento, CA 95833-4134
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances988 separated participants still had money in the planForm 5500 ↗

Sutter Health 403(b) Legacy Retirement Plan

Sutter Health · Plan 339 · EIN 94-2788907 · Sacramento, CA

Active · plan year 2024 filing403(b)
Plan administratorSutter Health
2200 River Plaza Drive, Sacramento, CA 95833-4134
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances320 separated participants still had money in the planForm 5500 ↗

Sutter Health Retirement Income Plan

Sutter Health · Plan 334 · EIN 94-2788907 · Sacramento, CA

Active · plan year 2025 filingProfit-sharing
Plan administratorSutter Health
2200 River Plaza, Sacramento, CA 95833
Form 5500 ↗
Recordkeeper (who holds the accounts)Fidelity Investments InstitutionalSchedule C ↗
Former employees with balances3,192 separated participants still had money in the planForm 5500 ↗

Mills Peninsula Retirement Savings Plan

Sutter Health · Plan 335 · EIN 94-2788907 · Sacramento, CA

Active · plan year 2024 filingRetirement
Plan administratorSutter Health
2200 River Plaza Drive, Sacramento, CA 95833-4134
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)

Sutter Health Retirement Plan

Sutter Health · Plan 333 · EIN 94-2788907 · Sacramento, CA

Active · plan year 2025 filingPension (defined benefit)
Plan administratorSutter Health
2200 River Plaza Drive, Sacramento, CA 95833
Form 5500 ↗
Recordkeeper (who holds the accounts)Alight Solutions LLCSchedule C ↗
Former employees with balances15,721 separated participants still had money in the planForm 5500 ↗

Sutter Health 401(k) match, vesting and fees →

Found it? Your options

Leave itOften allowed if your balance is over $7,000. You keep the plan's investments and fees.
Move it to your new job's planIf the new plan accepts roll-ins. Ask the new plan's recordkeeper.
Roll it into an IRAMore investment choices, and you control it. A direct rollover avoids withholding and penalties.
Cash outUsually taxed, plus a 10% penalty if you are under 59½.

General information, not financial or tax advice. Rules depend on your plan and situation.

How to track down the account

  1. Call the plan administrator or recordkeeper listed on the filing. Have your name, Social Security number and dates of employment ready.
  2. If the plan terminated, ask the administrator where balances went (another plan, an IRA provider, or a state unclaimed-property office).
  3. Over 65? Also check the Department of Labor's Retirement Savings Lost and Found database.

Common questions

How do I find my old Sutter Health 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Sutter Health, (888) 888-6044. The accounts are held by the recordkeeper, Fidelity Investments Institutional. Have your Social Security number and dates of employment ready.

What is the Sutter Health 401(k) phone number?

The plan administrator phone number on the plan year 2025 filing is (888) 888-6044.

Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Sutter Health and does not hold accounts. Not financial advice. Report a correction