Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $28.6M assets / 167 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Profit-sharing
ESOP
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | SUTTER INSTRUMENT COMPANY RETIREMENT PLAN | Profit-sharing | $26.3M | 83 | 2025 |
| #003 | SUTTER INSTRUMENT EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $2.3M | 84 | 2025 |