401(k) · DOL Form 5500 · 2022

Annadel Medical Group, Inc. 401(k) Plan

Data updated 2026-08-25

$53M
Total assets Below avg plan size
205
Participants Below avg headcount
89th
Percentile by assets National rank
$260,333
Avg per participant Above avg balance/head
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Official DOL plan name: Annadel Medical Group 401(k) Plan · Sponsored by Annadel Medical Group, Inc. · California · Healthcare & Social Assistance

$53M in assets, 205 participants

Annadel Medical Group, Inc.'s Annadel Medical Group 401(k) Plan reported $53M in total assets and 205 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #18,108 in Healthcare & Social Assistance (20,060 peers)

Coverage in California

Annadel Medical Group 401(k) Plan covers 205 participants in California, about 33% of the average California filer (state average ~630 per filing). Assets: $53M.

#18,108
in Healthcare & Social Assistance (20,060 peers)
-19.9%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Annadel Medical Group 401(k) Plan's outsized position by total assets

Annadel Medical Group 401(k) Plan vs every filed plan by assets

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

$53,368,249 Top 11% higher than 89% 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

Annadel Medical Group 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. Annadel Medical Group 401(k) Plan sits mid-pack in the medium band (205 participants).

Form 5500 schedule snapshot

Filing strip 300500119 · Annadel Medical Group, Inc. PY 2022 · 401(k)

Annadel Medical Group 401(k) Plan · $53M · 205 · 89th

  • SCH $53M
  • EBSA 205
  • PART 89th
  • TYPE 401(k)
  • NET near Master-Halco, Inc. Retirement Savings Value Plan
  • BOOK ind #18108

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 →

Annadel Medical Group 401(k) Plan in the asset neighbourhood

Annadel Medical Group 401(k) PlanAnnadel Medical Group 401(k)…$53MMaster-Halco, Inc. Retirement Savings Value PlanMaster-Halco, Inc. Retiremen…$53MLce Employee Savings Plan$53MSystem Studies & Simulation, Inc. 401(k) and Profit Sharing/Retirement PlanSystem Studies & Simulation,…$53MYear Up, Inc. 401(k) Plan$53M
End-of-year total assets ($M) among Annadel Medical Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$67M
Net Assets (End of Year)$53M
Net Income-$13M
Employer EIN300500119
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Annadel Medical Group, Inc.)

Sponsor-wide plan assets over time

All Annadel Medical Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$20M$40M$60M 20222023 $53.4M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 205 $53M
2023 1 N/A N/A

Nearby 401(k) Plans in California

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

Annadel Medical Group 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Annadel Medical Group 401(k) Plan, Total assets ($B): 0.053368249 · Participants: 205Annadel Medical Group 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
Annadel Medical Group 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Annadel Medical Group 401(k) Plan side-by-side with 3 peers →

Annadel Medical Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Master-Halco, Inc. Retirement Savings Value Plan in TX ($53M); by covered participants it is Alloy Wheel Repair Specialists in GA (205 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (205 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 Annadel Medical Group 401(k) Plan assets move in 2022? ▼
Annadel Medical Group 401(k) Plan declined sharply - down 19.9% during 2022, from $67M to $53M. Reported net income was -$13M.
Where does Annadel Medical Group 401(k) Plan rank by assets among Form 5500 filers? ▼
Annadel Medical Group 401(k) Plan ranks in the 89th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Annadel Medical Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Master-Halco, Inc. Retirement Savings Value Plan in TX ($53M, 1,151 participants).
Which 401(k) plans cover a similar participant headcount to Annadel Medical Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Alloy Wheel Repair Specialists in GA (205 participants, $285K 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 300500119.

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.