401(k) · DOL Form 5500 · 2022

California Pacific Orthopaedics and Sports Medicine, a Medic 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
52
Participants Small participant base
77th
Percentile by assets National rank
$378,938
Avg per participant High balance/head
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Official DOL plan name: California Pacific Orthopaedics & Sports Medicine Ps Plan · Sponsored by California Pacific Orthopaedics and Sports Medicine, a Medic · California · Professional & Technical Services

$20M in assets, 52 participants

California Pacific Orthopaedics and Sports Medicine, a Medic's California Pacific Orthopaedics & Sports Medicine Ps Plan reported $20M in total assets and 52 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #16,668 in Professional & Technical Services (21,562 peers)

Where California Pacific Orthopaedics & Sports Medicine Ps Plan sits by assets

California Pacific Orthopaedics & Sports Medicine Ps Plan sits in the top quartile of all filed plans by assets, $20M for 52 participants (~$378,938/participant), down 26.5% in 2022.

#16,668
in Professional & Technical Services (21,562 peers)
-26.5%
assets change YoY
0.2×
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.

California Pacific Orthopaedics & Sports Medicine Ps Plan's outsized position by total assets

California Pacific Orthopaedics & Sports Medicine Ps Plan vs every filed plan by assets

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

$19,704,768 Top 23% higher than 77% 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

California Pacific Orthopaedics & Sports Medicine Ps 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. California Pacific Orthopaedics & Sports Medicine Ps Plan is a small filing (52 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 942401940 · California Pacific Orthopaedics and Sports Medicine, a Medic PY 2022 · 401(k)

California Pacific Orthopaedics & Sports Medicine Ps Plan · $20M · 52 · 77th

  • VS-ST $20M
  • BOY 52
  • SCH 77th
  • EBSA 401(k)
  • PART near Profit Sharing Plan of Liggett Group Inc. for Bargaining Unit and Hourly Employees
  • TYPE ind #16668

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 Professional & Technical Services retirement plans → · Plans in California →

California Pacific Orthopaedics & Sports Medicine Ps Plan in the asset neighbourhood

Southwest Ohio Ent Specialists, Inc. 401(k) Retirement Plan and TrustSouthwest Ohio Ent Specialis…$20MCalifornia Pacific Orthopaedics & Sports Medicine Ps PlanCalifornia Pacific Orthopaed…$20MProfit Sharing Plan of Liggett Group Inc. for Bargaining Unit and Hourly EmployeesProfit Sharing Plan of Ligge…$20MAdvanced Technology Systems Group 401(k) PlanAdvanced Technology Systems …$20MEmployee Retirement Savings 401(k) PlanEmployee Retirement Savings …$20M
End-of-year total assets ($M) among California Pacific Orthopaedics & Sports Medicine Ps Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$20M
Net Income-$7M
Employer EIN942401940
Plan Effective Date1977-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (California Pacific Orthopaedics and Sports Medicine, a Medic)

Sponsor-wide plan assets over time

All California Pacific Orthopaedics and Sports Medicine, a Medic plans reported in each filing year

Latest sponsor-wide plan assets
$26M 30.361768278621703% vs 2022
2024 filing year
$18M$20M$22M$24M$26M$28M 202220232024 $19.7M $25.7M ▲ +30.4%
Year Plans Participants Total Assets
2022 1 52 $20M
2023 1 48 $22M
2024 1 60 $26M

Nearby 401(k) Plans in California

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

California Pacific Orthopaedics & Sports Medicine Ps Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants California Pacific Orthopaedics & Sports Medicine Ps Plan, Total assets ($B): 0.019704768 · Participants: 52California Pacific Orthopaedics & Sports Medicine Ps 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
California Pacific Orthopaedics & Sports Medicine Ps Plan vs. nearby 401(k) plans in California, assets vs. participants

California Pacific Orthopaedics & Sports Medicine Ps Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Profit Sharing Plan of Liggett Group Inc. for Bargaining Unit and Hourly Employees in NC ($20M); by covered participants it is Maserati North America, Inc. 401(k) Plan in MI (52 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 California Pacific Orthopaedics & Sports Medicine Ps Plan assets move in 2022?
California Pacific Orthopaedics & Sports Medicine Ps Plan declined sharply - down 26.5% during 2022, from $27M to $20M. Reported net income was -$7M.
How have California Pacific Orthopaedics and Sports Medicine, a Medic plan assets changed over time?
Across 3 plan years on file (2022-2024), California Pacific Orthopaedics and Sports Medicine, a Medic's sponsor-wide assets grew 30.4%, from $20M to $26M.
Where does California Pacific Orthopaedics & Sports Medicine Ps Plan rank by assets among Form 5500 filers?
California Pacific Orthopaedics & Sports Medicine Ps Plan ranks in the 77th 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 California Pacific Orthopaedics & Sports Medicine Ps Plan?
Among 401(k) plans in other states, the closest by assets is Profit Sharing Plan of Liggett Group Inc. for Bargaining Unit and Hourly Employees in NC ($20M, 208 participants).
Which 401(k) plans cover a similar participant headcount to California Pacific Orthopaedics & Sports Medicine Ps Plan?
Among 401(k) plans in other states, the closest by covered participants is Maserati North America, Inc. 401(k) Plan in MI (52 participants, N/A in assets).