Sharp Health Plan 401(k) Plan: Login, Facts & Contact Information

Sharp Health Plan 401(k) Plan Facts

Plan name
SHARP HEALTH PLAN 401(K) PLAN
Plan type
401(k) and profit sharing
Plan sponsor
SHARP HEALTH PLAN
Participants
108 (83 active employees)
Former employees with a balance
16
Plan assets
$5,796,462 at Dec 31, 2024
Average account balance
$58,550 across 99 accounts
Recordkeeper
Lincoln National Corporation
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2000
— Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments✓ Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 14, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $434,540 was paid out to participants.
  • Investment and other income added $601,659.
  • Administrative expenses were $1,167, about $12 per account.

How the Sharp Health Plan 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019278$4.15 million—$397,122
2020280$5.47 million—$196,137
2021290$7.31 million—$216,374
2022124$5.11 million—$978,892
2023114$5.63 million—$223,950
2024108$5.80 million—$434,540

Sharp Health Plan 401(k) Contact Information

Phone
858-499-8377
Mailing address
8695 SPECTRUM CENTER BLVD, SAN DIEGO CA 92123
Plan sponsor
SHARP HEALTH PLAN
Employer identification number (EIN)
33-0519730
Plan number
001

Questions about the Sharp Health Plan 401(k)

Does Sharp Health Plan contribute to the 401(k)?

The plan does not report an employer matching arrangement on its Form 5500.

Does the Sharp Health Plan 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Sharp Health Plan 401(k) plan?

108 participants at the start of plan year 2024, 83 of them active employees, and 16 former employees who still had money in the plan.

What is the average 401(k) balance at Sharp Health Plan?

About $58,550 per account: $5.80 million in plan assets across 99 accounts with a balance at the end of plan year 2024.

Who manages the Sharp Health Plan 401(k) accounts?

Lincoln Financial (listed on the filing as LINCOLN NATIONAL CORPORATION) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Sharp Health Plan. How do I access my 401(k)?

Your account stays with Lincoln Financial after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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