401(k) · DOL Form 5500 · 2022

Richard Claveria, M.D., a P.C. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
3
Participants Small participant base
41st
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: Richard Claveria, M.D., a P.C. Profit Sharing Plan · Sponsored by Richard Claveria, M.D., a P.C. · California · Healthcare & Social Assistance

$3M in assets, 3 participants

Richard Claveria, M.D., a P.C.'s Richard Claveria, M.D., a P.C. Profit Sharing Plan reported $3M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 41st 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.

  • #9,094 in Healthcare & Social Assistance (20,060 peers)

What the 2022 filing shows

Richard Claveria, M.D., a P.C. Profit Sharing Plan holds $3M for 3 participants - about $1.1M per participant, in the lower half of filed plans by assets.

#9,094
in Healthcare & Social Assistance (20,060 peers)
+2.6%
assets growth YoY

Richard Claveria, M.D., a P.C. Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Richard Claveria, M.D., a P.C. Profit Sharing Plan vs every filed plan by assets

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

$3,165,069 41st percentile higher than 41% 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

Richard Claveria, M.D., a P.C. Profit Sharing 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. Richard Claveria, M.D., a P.C. Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 912108221 · Richard Claveria, M.D., a P.C. PY 2022 · 401(k)

Richard Claveria, M.D., a P.C. Profit Sharing Plan · $3M · 3 · 41st

  • EIN $3M
  • RANK 3
  • PHOTO 41st
  • IND 401(k)
  • EOY near Kaplan Development 401(k) Plan
  • 5500 ind #9094

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 →

Richard Claveria, M.D., a P.C. Profit Sharing Plan in the asset neighbourhood

Richard Claveria, M.D., a P.C. Profit Sharing PlanRichard Claveria, M.D., a P.…$3MKaplan Development 401(k) PlanKaplan Development 401(k) Pl…$3MVolkswagen of Wesley Chapel 401(k) PlanVolkswagen of Wesley Chapel …$3MLehan Drugs 401(k) Profit Sharing PlanLehan Drugs 401(k) Profit Sh…$3M403(b) Thrift Plan for Employees of Enmrsh, Inc.403(b) Thrift Plan for Emplo…$3M
End-of-year total assets ($M) among Richard Claveria, M.D., a P.C. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$82K
Employer EIN912108221
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Richard Claveria, M.D., a P.C.)

Sponsor-wide plan assets over time

All Richard Claveria, M.D., a P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 9.101507739641695% vs 2022
2024 filing year
$3.1M$3.2M$3.3M$3.4M$3.5M 202220232024 $3.17M $3.45M ▲ +8.8%
Year Plans Participants Total Assets
2022 1 3 $3M
2023 1 3 $3M
2024 1 3 $3M

Nearby 401(k) Plans in California

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

Richard Claveria, M.D., a P.C. Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Richard Claveria, M.D., a P.C. Profit Sharing Plan, Total assets ($B): 0.003165069 · Participants: 3Richard Claveria, M.D., a P.C. Profit Sharing 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
Richard Claveria, M.D., a P.C. Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Richard Claveria, M.D., a P.C. Profit Sharing Plan side-by-side with 3 peers →

Richard Claveria, M.D., a P.C. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Kaplan Development 401(k) Plan in NY ($3M); by covered participants it is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Richard Claveria, M.D., a P.C. Profit Sharing Plan assets move in 2022? ▼
Richard Claveria, M.D., a P.C. Profit Sharing Plan edged up modestly - up 2.6% during 2022, from $3M to $3M. Reported net income was $82K.
How have Richard Claveria, M.D., a P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Richard Claveria, M.D., a P.C.'s sponsor-wide assets grew 9.1%, from $3M to $3M.
Which 401(k) plans are similar in size to Richard Claveria, M.D., a P.C. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kaplan Development 401(k) Plan in NY ($3M, 2,898 participants).
Which 401(k) plans cover a similar participant headcount to Richard Claveria, M.D., a P.C. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 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 912108221.

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.