401(k) · DOL Form 5500 · 2022

Reflexion Medical 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
257
Participants Below avg headcount
77th
Percentile by assets National rank
$74,902
Avg per participant Below avg balance/head
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Official DOL plan name: Reflexion Medical Retirement Trust · Sponsored by Reflexion Medical · California · Manufacturing

$19M in assets, 257 participants

Reflexion Medical's Reflexion Medical Retirement Trust reported $19M in total assets and 257 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #13,894 in Manufacturing (20,602 peers)

Coverage in California

Reflexion Medical Retirement Trust covers 257 participants in California, about 41% of the average California filer (state average ~630 per filing). Assets: $19M.

#13,894
in Manufacturing (20,602 peers)
-2.4%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $476K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Reflexion Medical Retirement Trust's outsized position by total assets

Reflexion Medical Retirement Trust vs every filed plan by assets

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

$19,249,831 Top 23% higher than 77% 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

Reflexion Medical Retirement Trust 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. Reflexion Medical Retirement Trust sits mid-pack in the medium band (257 participants).

Form 5500 schedule snapshot

Filing strip 264487874 · Reflexion Medical PY 2022 · 401(k)

Reflexion Medical Retirement Trust · $19M · 257 · 77th

  • ASSETS $19M
  • PCT 257
  • EIN 77th
  • RANK 401(k)
  • PHOTO near Opus Packaging Group, Inc. 401(k) Profit Sharing Plan
  • IND ind #13894

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 Manufacturing retirement plans → · Plans in California →

Reflexion Medical Retirement Trust in the asset neighbourhood

Reflexion Medical Retirement TrustReflexion Medical Retirement…$19MOpus Packaging Group, Inc. 401(k) Profit Sharing PlanOpus Packaging Group, Inc. 4…$19MIta International LLC 401(k) PlanIta International LLC 401(k)…$19MMinnesota Community Care Employees' Investment Savings PlanMinnesota Community Care Emp…$19MAnne Carlsen Center 401(k) PlanAnne Carlsen Center 401(k) P…$19M
End-of-year total assets ($M) among Reflexion Medical Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$19M
Net Income-$476K
Employer EIN264487874
Plan Effective Date2014-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Reflexion Medical)

Sponsor-wide plan assets over time

All Reflexion Medical plans reported in each filing year

Latest sponsor-wide plan assets
$31M 60.77129716099845% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $19.3M $31M ▲ +60.8%
Year Plans Participants Total Assets
2022 1 257 $19M
2023 1 272 $27M
2024 1 242 $31M

Nearby 401(k) Plans in California

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

Reflexion Medical Retirement Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Reflexion Medical Retirement Trust, Total assets ($B): 0.019249831 · Participants: 257Reflexion Medical Retirement TrustWells 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
Reflexion Medical Retirement Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Reflexion Medical Retirement Trust side-by-side with 3 peers →

Reflexion Medical Retirement Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Opus Packaging Group, Inc. 401(k) Profit Sharing Plan in MI ($19M); by covered participants it is Sunrise Windows 401(k) & Profit Sharing Plan in MI (257 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (257 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 Reflexion Medical Retirement Trust assets move in 2022? ▼
Reflexion Medical Retirement Trust edged down modestly - down 2.4% during 2022, from $20M to $19M. Reported net income was -$476K.
How have Reflexion Medical plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Reflexion Medical's sponsor-wide assets grew 60.8%, from $19M to $31M.
Where does Reflexion Medical Retirement Trust rank by assets among Form 5500 filers? ▼
Reflexion Medical Retirement Trust ranks in the 77th 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 Reflexion Medical Retirement Trust? ▼
Among 401(k) plans in other states, the closest by assets is Opus Packaging Group, Inc. 401(k) Profit Sharing Plan in MI ($19M, 603 participants).
Which 401(k) plans cover a similar participant headcount to Reflexion Medical Retirement Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Sunrise Windows 401(k) & Profit Sharing Plan in MI (257 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 264487874.

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.