401(k) · DOL Form 5500 · 2022

Balboa Nephrology Medical Group, Inc. 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
167
Participants Small participant base
83rd
Percentile by assets National rank
$178,915
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Balboa Nephrology Medical Group, Inc. Profit-Sharing Plan · Sponsored by Balboa Nephrology Medical Group, Inc. · California · Healthcare & Social Assistance

$30M in assets, 167 participants

Balboa Nephrology Medical Group, Inc.'s Balboa Nephrology Medical Group, Inc. Profit-Sharing Plan reported $30M in total assets and 167 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #17,140 in Healthcare & Social Assistance (20,060 peers)

Coverage in California

Balboa Nephrology Medical Group, Inc. Profit-Sharing Plan covers 167 participants in California, about 27% of the average California filer (state average ~630 per filing). Assets: $30M.

#17,140
in Healthcare & Social Assistance (20,060 peers)
-8.1%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Balboa Nephrology Medical Group, Inc. Profit-Sharing Plan's outsized position by total assets

Balboa Nephrology Medical Group, Inc. Profit-Sharing Plan vs every filed plan by assets

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

$29,878,836 Top 17% higher than 83% 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

Balboa Nephrology Medical Group, Inc. Profit-Sharing Plan 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. Balboa Nephrology Medical Group, Inc. Profit-Sharing Plan sits mid-pack in the medium band (167 participants).

EBSA filing schedule strip

Filing strip 952848091 · Balboa Nephrology Medical Group, Inc. PY 2022 · 401(k)

Balboa Nephrology Medical Group, Inc. Profit-Sharing Plan · $30M · 167 · 83rd

  • NET $30M
  • BOOK 167
  • VS-ST 83rd
  • BOY 401(k)
  • SCH near Argus Media Inc. and Subsidiaries 401(k) Retirement Savings Plan
  • EBSA ind #17140

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 →

Balboa Nephrology Medical Group, Inc. Profit-Sharing Plan in the asset neighbourhood

Balboa Nephrology Medical Group, Inc. Profit-Sharing PlanBalboa Nephrology Medical Gr…$30MArgus Media Inc. and Subsidiaries 401(k) Retirement Savings PlanArgus Media Inc. and Subsidi…$30MEmployee Stock Ownership 401(k) Plan and Trust for Employees of Jaynes Corporation (Ksop)Employee Stock Ownership 401…$30MTris Pharma 401(k) Plan$30MThe Home for Little Wanderers Retirement Savings PlanThe Home for Little Wanderer…$30M
End-of-year total assets ($M) among Balboa Nephrology Medical Group, Inc. Profit-Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$30M
Net Income-$3M
Employer EIN952848091
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Balboa Nephrology Medical Group, Inc.)

Sponsor-wide plan assets over time

All Balboa Nephrology Medical Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$45M 51.63249331399658% vs 2022
2024 filing year
$25M$30M$35M$40M$45M$50M 202220232024 $29.9M $45.3M ▲ +51.6%
Year Plans Participants Total Assets
2022 1 167 $30M
2023 1 194 $39M
2024 1 191 $45M

Nearby 401(k) Plans in California

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

Balboa Nephrology Medical Group, Inc. Profit-Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Balboa Nephrology Medical Group, Inc. Profit-Sharing Plan, Total assets ($B): 0.029878836 · Participants: 167Balboa Nephrology Medical Group, Inc. 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
Balboa Nephrology Medical Group, Inc. Profit-Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Balboa Nephrology Medical Group, Inc. Profit-Sharing Plan side-by-side with 3 peers →

Balboa Nephrology Medical Group, Inc. Profit-Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Argus Media Inc. and Subsidiaries 401(k) Retirement Savings Plan in TX ($30M); by covered participants it is 1st Constitution Bank 401(k) Retirement Savings Plan in NJ (167 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (167 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 Balboa Nephrology Medical Group, Inc. Profit-Sharing Plan assets move in 2022? ▼
Balboa Nephrology Medical Group, Inc. Profit-Sharing Plan pulled back noticeably - down 8.1% during 2022, from $33M to $30M. Reported net income was -$3M.
How have Balboa Nephrology Medical Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Balboa Nephrology Medical Group, Inc.'s sponsor-wide assets grew 51.6%, from $30M to $45M.
Where does Balboa Nephrology Medical Group, Inc. Profit-Sharing Plan rank by assets among Form 5500 filers? ▼
Balboa Nephrology Medical Group, Inc. Profit-Sharing Plan ranks in the 83rd 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 Balboa Nephrology Medical Group, Inc. Profit-Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Argus Media Inc. and Subsidiaries 401(k) Retirement Savings Plan in TX ($30M, 220 participants).
Which 401(k) plans cover a similar participant headcount to Balboa Nephrology Medical Group, Inc. Profit-Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is 1st Constitution Bank 401(k) Retirement Savings Plan in NJ (167 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 952848091.

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.