401(k) · DOL Form 5500 · 2022

James Rheim, M.D., Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
10
Participants Small participant base
44th
Percentile by assets National rank
$359,874
Avg per participant High balance/head
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Official DOL plan name: James Rheim, M.D., Inc. 401(k) Plan · Sponsored by James Rheim, M.D., Inc. · California · Healthcare & Social Assistance

$4M in assets, 10 participants

James Rheim, M.D., Inc.'s James Rheim, M.D., Inc. 401(k) Plan reported $4M in total assets and 10 participants in its 2022 DOL Form 5500 filing, ranking in the 44th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #9,723 in Healthcare & Social Assistance (20,060 peers)

James Rheim, M.D., Inc. multi-year trail

James Rheim, M.D., Inc.'s plans moved +28.1% in assets from 2022 to 2024; this filing shows James Rheim, M.D., Inc. 401(k) Plan at $4M / 10 participants.

#9,723
in Healthcare & Social Assistance (20,060 peers)
-20.0%
assets change YoY

The plan reported a net loss of $902K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

James Rheim, M.D., Inc. 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

James Rheim, M.D., Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$3,598,737 44th percentile higher than 44% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

James Rheim, M.D., Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. James Rheim, M.D., Inc. 401(k) Plan is a micro filing (10 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 942146556 · James Rheim, M.D., Inc. PY 2022 · 401(k)

James Rheim, M.D., Inc. 401(k) Plan · $4M · 10 · 44th

  • EOY $4M
  • EOY 10
  • EOY 44th
  • EOY 401(k)
  • EOY near Employee Benefit Plan of Sarah, Inc.
  • EOY ind #9723

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in California →

James Rheim, M.D., Inc. 401(k) Plan in the asset neighbourhood

James Rheim, M.D., Inc. 401(k) PlanJames Rheim, M.D., Inc. 401(…$4MEmployee Benefit Plan of Sarah, Inc.Employee Benefit Plan of Sar…$4MBuechel Stone Corp. 401(k) Profit Sharing PlanBuechel Stone Corp. 401(k) P…$4MAustin Capital, LLC Retirement PlanAustin Capital, LLC Retireme…$4MEagleridge Energy, LLC 401(k) PlanEagleridge Energy, LLC 401(k…$4M
End-of-year total assets ($M) among James Rheim, M.D., Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

James Rheim, M.D., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All James Rheim, M.D., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 28.09994172955679% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.6M $4.61M ▲ +28.1%
Year Plans Participants Total Assets
2022 1 10 $4M
2023 1 8 $4M
2024 1 9 $5M

James Rheim, M.D., Inc. filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$902K
Employer EIN942146556
Plan Effective Date1976-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

James Rheim, M.D., Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants James Rheim, M.D., Inc. 401(k) Plan, Total assets ($B): 0.003598737 · Participants: 10James Rheim, M.D., Inc. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
James Rheim, M.D., Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare James Rheim, M.D., Inc. 401(k) Plan side-by-side with 3 peers →

James Rheim, M.D., Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Employee Benefit Plan of Sarah, Inc. in CT ($4M); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did James Rheim, M.D., Inc. 401(k) Plan assets move in 2022? ▼
James Rheim, M.D., Inc. 401(k) Plan declined sharply - down 20.0% during 2022, from $5M to $4M. Reported net income was -$902K.
How have James Rheim, M.D., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), James Rheim, M.D., Inc.'s sponsor-wide assets grew 28.1%, from $4M to $5M.
Which 401(k) plans are similar in size to James Rheim, M.D., Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Employee Benefit Plan of Sarah, Inc. in CT ($4M, 136 participants).
Which 401(k) plans cover a similar participant headcount to James Rheim, M.D., Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 942146556.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.