401(k) · DOL Form 5500 · 2022

Stockton Cardiology Medical Group Complete Heart Care Inc 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
64
Participants Small participant base
81st
Percentile by assets National rank
$401,873
Avg per participant High balance/head
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Official DOL plan name: Stockton Cardiology Medical Group Complete Heart Care Inc 401(k) Profit Sharing Plan · Sponsored by Stockton Cardiology Medical Group Complete Heart Care Inc · California · Healthcare & Social Assistance

$26M in assets, 64 participants

Stockton Cardiology Medical Group Complete Heart Care Inc's Stockton Cardiology Medical Group Complete Heart Care Inc 401(k) Profit Sharing Plan reported $26M in total assets and 64 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #16,796 in Healthcare & Social Assistance (20,060 peers)

Where Stockton Cardiology Medical Group Complete Heart Care Inc 401(k) Profit Sharing Plan sits by assets

Stockton Cardiology Medical Group Complete Heart Care Inc 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $26M for 64 participants (~$401,873/participant), down 20.4% in 2022.

#16,796
in Healthcare & Social Assistance (20,060 peers)
-20.4%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Stockton Cardiology Medical Group Complete Heart Care Inc 401(k) Profit Sharing Plan's outsized position by total assets

Stockton Cardiology Medical Group Complete Heart Care Inc 401(k) Profit Sharing Plan vs every filed plan by assets

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

$25,719,844 Top 19% higher than 81% 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

Stockton Cardiology Medical Group Complete Heart Care Inc 401(k) Profit Sharing 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. Stockton Cardiology Medical Group Complete Heart Care Inc 401(k) Profit Sharing Plan is a small filing (64 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 942375709 · Stockton Cardiology Medical Group Complete Heart Care Inc PY 2022 · 401(k)

Stockton Cardiology Medical Group Complete Heart Care Inc 401(k) Profit Sharing Plan · $26M · 64 · 81st

  • IND $26M
  • IND 64
  • IND 81st
  • IND 401(k)
  • IND near Venturedyne Ltd Salaried Defferral Investment Plan
  • IND ind #16796

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 →

Stockton Cardiology Medical Group Complete Heart Care Inc 401(k) Profit Sharing Plan in the asset neighbourhood

Stockton Cardiology Medical Group Complete Heart Care Inc 401(k) Profit Sharing PlanStockton Cardiology Medical …$26MVenturedyne Ltd Salaried Defferral Investment PlanVenturedyne Ltd Salaried Def…$26MAdvanced Instruments, LLC Saving and Profit Sharing PlanAdvanced Instruments, LLC Sa…$26MAmerican Transit Insurance Company 401(k) Profit Sharing PlanAmerican Transit Insurance C…$26MBenchmark Education Company Profit Sharing 401(k) PlanBenchmark Education Company …$26M
End-of-year total assets ($M) among Stockton Cardiology Medical Group Complete Heart Care Inc 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$25M
Net Income-$7M
Employer EIN942375709
Plan Effective Date1977-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stockton Cardiology Medical Group Complete Heart Care Inc)

Sponsor-wide plan assets over time

All Stockton Cardiology Medical Group Complete Heart Care Inc plans reported in each filing year

Latest sponsor-wide plan assets
$41M 60.12865396850774% vs 2022
2024 filing year
$20M$25M$30M$35M$40M$45M 202220232024 $25.7M $41.2M ▲ +60.1%
Year Plans Participants Total Assets
2022 1 64 $26M
2023 1 62 $32M
2024 1 72 $41M

Nearby 401(k) Plans in California

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

Stockton Cardiology Medical Group Complete Heart Care Inc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Stockton Cardiology Medical Group Complete Heart Care Inc 401(k) Profit Sharing Plan, Total assets ($B): 0.025719844 · Participants: 64Stockton Cardiology Medical Group Complete Heart Care Inc 401(k) 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
Stockton Cardiology Medical Group Complete Heart Care Inc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants

Stockton Cardiology Medical Group Complete Heart Care Inc 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Venturedyne Ltd Salaried Defferral Investment Plan in WI ($26M); by covered participants it is Boise Floor Covering and Design Profit Sharing and 401(k) Plan in ID (64 participants). Same-state nearby plans are listed separately above.

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 Stockton Cardiology Medical Group Complete Heart Care Inc 401(k) Profit Sharing Plan assets move in 2022?
Stockton Cardiology Medical Group Complete Heart Care Inc 401(k) Profit Sharing Plan declined sharply - down 20.4% during 2022, from $32M to $26M. Reported net income was -$7M.
How have Stockton Cardiology Medical Group Complete Heart Care Inc plan assets changed over time?
Across 3 plan years on file (2022-2024), Stockton Cardiology Medical Group Complete Heart Care Inc's sponsor-wide assets grew 60.1%, from $26M to $41M.
Where does Stockton Cardiology Medical Group Complete Heart Care Inc 401(k) Profit Sharing Plan rank by assets among Form 5500 filers?
Stockton Cardiology Medical Group Complete Heart Care Inc 401(k) Profit Sharing Plan ranks in the 81st 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 Stockton Cardiology Medical Group Complete Heart Care Inc 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Venturedyne Ltd Salaried Defferral Investment Plan in WI ($26M, 463 participants).
Which 401(k) plans cover a similar participant headcount to Stockton Cardiology Medical Group Complete Heart Care Inc 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Boise Floor Covering and Design Profit Sharing and 401(k) Plan in ID (64 participants, $4M in assets).