401(k) · DOL Form 5500 · 2022

Monterey Bay Gi Consultants Medical Group, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
65
Participants Small participant base
71st
Percentile by assets National rank
$208,336
Avg per participant Above avg balance/head
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Official DOL plan name: Monterey Bay Gi Consultants 401(k) Profit Sharing Plan · Sponsored by Monterey Bay Gi Consultants Medical Group, Inc. · California · Healthcare & Social Assistance

$14M in assets, 65 participants

Monterey Bay Gi Consultants Medical Group, Inc.'s Monterey Bay Gi Consultants 401(k) Profit Sharing Plan reported $14M in total assets and 65 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.

  • #15,137 in Healthcare & Social Assistance (20,060 peers)

Monterey Bay Gi Consultants Medical Group, Inc. multi-year trail

Monterey Bay Gi Consultants Medical Group, Inc.'s plans moved +41.8% in assets from 2022 to 2024; this filing shows Monterey Bay Gi Consultants 401(k) Profit Sharing Plan at $14M / 65 participants.

#15,137
in Healthcare & Social Assistance (20,060 peers)
-18.3%
assets change YoY

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.

Monterey Bay Gi Consultants 401(k) Profit Sharing Plan's outsized position by total assets

Monterey Bay Gi Consultants 401(k) Profit Sharing Plan vs every filed plan by assets

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

$13,541,817 Top 29% higher than 71% 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

Monterey Bay Gi Consultants 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. Monterey Bay Gi Consultants 401(k) Profit Sharing Plan is a small filing (65 participants) on this national headcount ladder.

DOL schedule card

Filing strip 770139017 · Monterey Bay Gi Consultants Medical Group, Inc. PY 2022 · 401(k)

Monterey Bay Gi Consultants 401(k) Profit Sharing Plan · $14M · 65 · 71st

  • RANK $14M
  • RANK 65
  • RANK 71st
  • RANK 401(k)
  • RANK near Mar-Bal, Inc. Retirement Savings Plan
  • RANK ind #15137

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 →

Monterey Bay Gi Consultants 401(k) Profit Sharing Plan in the asset neighbourhood

Monterey Bay Gi Consultants 401(k) Profit Sharing PlanMonterey Bay Gi Consultants …$14MMar-Bal, Inc. Retirement Savings PlanMar-Bal, Inc. Retirement Sav…$14MDugan Production Corp. 401(k) Profit Sharing Plan and TrustDugan Production Corp. 401(k…$14MCapital City Home Loans 401(k) PlanCapital City Home Loans 401(…$14MGreen Key 401(k) Plan$14M
End-of-year total assets ($M) among Monterey Bay Gi Consultants 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Monterey Bay Gi Consultants Medical Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Monterey Bay Gi Consultants Medical Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 41.7595807121009% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $13.5M $19.2M ▲ +41.8%
Year Plans Participants Total Assets
2022 1 65 $14M
2023 1 63 $17M
2024 1 81 $19M

Monterey Bay Gi Consultants Medical Group, Inc. filing trail (2022)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$14M
Net Income-$3M
Employer EIN770139017
Plan Effective Date1981-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Monterey Bay Gi Consultants 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 ($B) Participants Monterey Bay Gi Consultants 401(k) Profit Sharing Plan, Total assets ($B): 0.013541817 · Participants: 65Monterey Bay Gi Consultants 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
Monterey Bay Gi Consultants 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Monterey Bay Gi Consultants 401(k) Profit Sharing Plan side-by-side with 3 peers →

Monterey Bay Gi Consultants 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 Mar-Bal, Inc. Retirement Savings Plan in OH ($14M); by covered participants it is Lwbj, LLP 401(k) Plan in IA (65 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (65 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 Monterey Bay Gi Consultants 401(k) Profit Sharing Plan assets move in 2022? ▼
Monterey Bay Gi Consultants 401(k) Profit Sharing Plan declined sharply - down 18.3% during 2022, from $17M to $14M. Reported net income was -$3M.
How have Monterey Bay Gi Consultants Medical Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Monterey Bay Gi Consultants Medical Group, Inc.'s sponsor-wide assets grew 41.8%, from $14M to $19M.
Which 401(k) plans are similar in size to Monterey Bay Gi Consultants 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mar-Bal, Inc. Retirement Savings Plan in OH ($14M, 361 participants).
Which 401(k) plans cover a similar participant headcount to Monterey Bay Gi Consultants 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lwbj, LLP 401(k) Plan in IA (65 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 770139017.

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.