401(k) · DOL Form 5500 · 2022

Encino Surgicenter, a Medical Group 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
14
Participants Small participant base
53rd
Percentile by assets National rank
$408,322
Avg per participant High balance/head
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Official DOL plan name: Encino Surgicenter Retirement Plan · Sponsored by Encino Surgicenter, a Medical Group · California · Healthcare & Social Assistance

$6M in assets, 14 participants

Encino Surgicenter, a Medical Group's Encino Surgicenter Retirement Plan reported $6M in total assets and 14 participants in its 2022 DOL Form 5500 filing, ranking in the 53rd 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.

  • #11,857 in Healthcare & Social Assistance (20,060 peers)

Encino Surgicenter, a Medical Group multi-year trail

Encino Surgicenter, a Medical Group's plans moved +17.7% in assets from 2022 to 2024; this filing shows Encino Surgicenter Retirement Plan at $6M / 14 participants.

#11,857
in Healthcare & Social Assistance (20,060 peers)
-5.6%
assets change YoY

The plan reported a net loss of $338K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Encino Surgicenter Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Encino Surgicenter Retirement Plan vs every filed plan by assets

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

$5,716,513 Top 47% higher than 53% 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

Encino Surgicenter Retirement Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Encino Surgicenter Retirement Plan is a small filing (14 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 954407736 · Encino Surgicenter, a Medical Group PY 2022 · 401(k)

Encino Surgicenter Retirement Plan · $6M · 14 · 53rd

  • SCH $6M
  • SCH 14
  • SCH 53rd
  • SCH 401(k)
  • SCH near Auten, Pruss & Beckmann, P.C.
  • SCH ind #11857

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 →

Encino Surgicenter Retirement Plan in the asset neighbourhood

Encino Surgicenter Retirement PlanEncino Surgicenter Retiremen…$6MAuten, Pruss & Beckmann, P.C.$6MWalters & Mason Retail Inc. 401(k) Profit Sharing & TrustWalters & Mason Retail Inc. …$6MLago Mar Properties, Inc. 401(k) PlanLago Mar Properties, Inc. 40…$6MSouthwest Care Center 401(k) Profit Sharing Plan Sharing PlanSouthwest Care Center 401(k)…$6M
End-of-year total assets ($M) among Encino Surgicenter Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Encino Surgicenter, a Medical Group multi-year asset trail

Sponsor-wide plan assets over time

All Encino Surgicenter, a Medical Group plans reported in each filing year

Latest sponsor-wide plan assets
$7M 17.695840103923494% vs 2022
2024 filing year
$5.5M$6M$6.5M$7M 202220232024 $5.72M $6.73M ▲ +17.7%
Year Plans Participants Total Assets
2022 1 14 $6M
2023 1 15 $6M
2024 1 16 $7M

Encino Surgicenter, a Medical Group filing trail (2022)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income-$338K
Employer EIN954407736
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Encino Surgicenter Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Encino Surgicenter Retirement Plan, Total assets ($B): 0.005716513 · Participants: 14Encino Surgicenter Retirement 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
Encino Surgicenter Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Encino Surgicenter Retirement Plan side-by-side with 3 peers →

Encino Surgicenter Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Auten, Pruss & Beckmann, P.C. in NE ($6M); by covered participants it is The Stock Exchange Bank 401(k) Plan Tr. in KS (14 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (14 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 Encino Surgicenter Retirement Plan assets move in 2022? ▼
Encino Surgicenter Retirement Plan pulled back noticeably - down 5.6% during 2022, from $6M to $6M. Reported net income was -$338K.
How have Encino Surgicenter, a Medical Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Encino Surgicenter, a Medical Group's sponsor-wide assets grew 17.7%, from $6M to $7M.
Which 401(k) plans are similar in size to Encino Surgicenter Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Auten, Pruss & Beckmann, P.C. in NE ($6M, 15 participants).
Which 401(k) plans cover a similar participant headcount to Encino Surgicenter Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Stock Exchange Bank 401(k) Plan Tr. in KS (14 participants, $1M 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 954407736.

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.