401(k) · DOL Form 5500 · 2022

Monterey Spine & Joint 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
148
Participants Small participant base
59th
Percentile by assets National rank
$50,473
Avg per participant Low balance/head
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Official DOL plan name: Monterey Spine & Joint, PC 401(k) Plan · Sponsored by Monterey Spine & Joint · California · Healthcare & Social Assistance

$7M in assets, 148 participants

Monterey Spine & Joint's Monterey Spine & Joint, PC 401(k) Plan reported $7M in total assets and 148 participants in its 2022 DOL Form 5500 filing, ranking in the 59th 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.

  • #12,979 in Healthcare & Social Assistance (20,060 peers)

Coverage in California

Monterey Spine & Joint, PC 401(k) Plan covers 148 participants in California, about 23% of the average California filer (state average ~630 per filing). Assets: $7M.

#12,979
in Healthcare & Social Assistance (20,060 peers)
-8.5%
assets change YoY

The plan reported a net loss of $693K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Monterey Spine & Joint, PC 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Monterey Spine & Joint, PC 401(k) Plan vs every filed plan by assets

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

$7,470,025 Top 41% higher than 59% 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

Monterey Spine & Joint, PC 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Monterey Spine & Joint, PC 401(k) Plan sits mid-pack in the medium band (148 participants).

Published 5500 schedule card

Filing strip 203198788 · Monterey Spine & Joint PY 2022 · 401(k)

Monterey Spine & Joint, PC 401(k) Plan · $7M · 148 · 59th

  • BOOK $7M
  • BOOK 148
  • BOOK 59th
  • BOOK 401(k)
  • BOOK near Ro-Mac Lumber & Supply, Inc. 401(k) Plan
  • BOOK ind #12979

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 →

Monterey Spine & Joint, PC 401(k) Plan in the asset neighbourhood

Monterey Spine & Joint, PC 401(k) PlanMonterey Spine & Joint, PC 4…$7MRo-Mac Lumber & Supply, Inc. 401(k) PlanRo-Mac Lumber & Supply, Inc.…$7MJelinek Hardware Company Safe Harbor 401(k) Profit Sharing PlanJelinek Hardware Company Saf…$7MDefinitive Audio, Inc. 401(k) Retirement TrustDefinitive Audio, Inc. 401(k…$7MCaputo's New Farm Produce, Inc. 401(k) PlanCaputo's New Farm Produce, I…$7M
End-of-year total assets ($M) among Monterey Spine & Joint, PC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$7M
Net Income-$693K
Employer EIN203198788
Plan Effective Date1969-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Monterey Spine & Joint)

Sponsor-wide plan assets over time

All Monterey Spine & Joint plans reported in each filing year

Latest sponsor-wide plan assets
$10M 31.945006877487025% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.47M $9.86M ▲ +32.0%
Year Plans Participants Total Assets
2022 1 148 $7M
2023 1 172 $9M
2024 1 168 $10M

Nearby 401(k) Plans in California

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

Monterey Spine & Joint, PC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Monterey Spine & Joint, PC 401(k) Plan, Total assets ($B): 0.007470025 · Participants: 148Monterey Spine & Joint, PC 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
Monterey Spine & Joint, PC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Monterey Spine & Joint, PC 401(k) Plan side-by-side with 3 peers →

Monterey Spine & Joint, PC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Ro-Mac Lumber & Supply, Inc. 401(k) Plan in FL ($7M); by covered participants it is Variq Corporation 401(k) Plan in MD (148 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (148 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 Monterey Spine & Joint, PC 401(k) Plan assets move in 2022? ▼
Monterey Spine & Joint, PC 401(k) Plan pulled back noticeably - down 8.5% during 2022, from $8M to $7M. Reported net income was -$693K.
How have Monterey Spine & Joint plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Monterey Spine & Joint's sponsor-wide assets grew 31.9%, from $7M to $10M.
Which 401(k) plans are similar in size to Monterey Spine & Joint, PC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ro-Mac Lumber & Supply, Inc. 401(k) Plan in FL ($7M, 253 participants).
Which 401(k) plans cover a similar participant headcount to Monterey Spine & Joint, PC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Variq Corporation 401(k) Plan in MD (148 participants, N/A 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 203198788.

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.