401(k) · DOL Form 5500 · 2022

Menlo Medical Clinic 401(k) Plan

Data updated 2026-08-25

$60M
Total assets Below avg plan size
64
Participants Small participant base
89th
Percentile by assets National rank
$930,891
Avg per participant High balance/head
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Official DOL plan name: Menlo Medical Clinic 401(k) Profit Sharing Plan · Sponsored by Menlo Medical Clinic · California · Healthcare & Social Assistance

$60M in assets, 64 participants

Menlo Medical Clinic's Menlo Medical Clinic 401(k) Profit Sharing Plan reported $60M in total assets and 64 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.

  • #18,248 in Healthcare & Social Assistance (20,060 peers)

Where Menlo Medical Clinic 401(k) Profit Sharing Plan sits by assets

Menlo Medical Clinic 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $60M for 64 participants (~$930,891/participant), down 12.8% in 2022.

#18,248
in Healthcare & Social Assistance (20,060 peers)
-12.8%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Menlo Medical Clinic 401(k) Profit Sharing Plan's outsized position by total assets

Menlo Medical Clinic 401(k) Profit Sharing Plan vs every filed plan by assets

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

$59,576,999 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

Menlo Medical Clinic 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. Menlo Medical Clinic 401(k) Profit Sharing Plan is a small filing (64 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 800656446 · Menlo Medical Clinic PY 2022 · 401(k)

Menlo Medical Clinic 401(k) Profit Sharing Plan · $60M · 64 · 89th

  • BOOK $60M
  • VS-ST 64
  • BOY 89th
  • SCH 401(k)
  • EBSA near Healthcare South Retirement Plan
  • PART ind #18248

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 →

Menlo Medical Clinic 401(k) Profit Sharing Plan in the asset neighbourhood

Menlo Medical Clinic 401(k) Profit Sharing PlanMenlo Medical Clinic 401(k) …$60MHealthcare South Retirement PlanHealthcare South Retirement …$60MDental Health Associates of Madison, Ltd. 401(k) Profit Sharing PlanDental Health Associates of …$60MBowles Rice 401(k) Profit Sharing PlanBowles Rice 401(k) Profit Sh…$60MIlc Dover 401(k) Savings and Investment PlanIlc Dover 401(k) Savings and…$60M
End-of-year total assets ($M) among Menlo Medical Clinic 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)$68M
Net Assets (End of Year)$60M
Net Income-$9M
Employer EIN800656446
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Menlo Medical Clinic)

Sponsor-wide plan assets over time

All Menlo Medical Clinic plans reported in each filing year

Latest sponsor-wide plan assets
$87M 45.53450904769473% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $59.6M $86.7M ▲ +45.5%
Year Plans Participants Total Assets
2022 1 64 $60M
2023 1 59 $73M
2024 1 69 $87M

Nearby 401(k) Plans in California

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

Menlo Medical Clinic 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 ($B) Participants Menlo Medical Clinic 401(k) Profit Sharing Plan, Total assets ($B): 0.059576999 · Participants: 64Menlo Medical Clinic 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
Menlo Medical Clinic 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Menlo Medical Clinic 401(k) Profit Sharing Plan side-by-side with 3 peers →

Menlo Medical Clinic 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 Healthcare South Retirement Plan in MA ($60M); 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.

Similar participant headcount

Nearest other-state filings by covered participants (64 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 Menlo Medical Clinic 401(k) Profit Sharing Plan assets move in 2022? ▼
Menlo Medical Clinic 401(k) Profit Sharing Plan pulled back noticeably - down 12.8% during 2022, from $68M to $60M. Reported net income was -$9M.
How have Menlo Medical Clinic plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Menlo Medical Clinic's sponsor-wide assets grew 45.5%, from $60M to $87M.
Where does Menlo Medical Clinic 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Menlo Medical Clinic 401(k) Profit Sharing 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 Menlo Medical Clinic 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Healthcare South Retirement Plan in MA ($60M, 168 participants).
Which 401(k) plans cover a similar participant headcount to Menlo Medical Clinic 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).

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 800656446.

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.