401(k) · DOL Form 5500 · 2022

Beach Cities Orthopedic 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
32
Participants Small participant base
35th
Percentile by assets National rank
$66,593
Avg per participant Below avg balance/head
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Official DOL plan name: Beach Cities Orthopedic 401(k) Profit Sharing Plan · Sponsored by Beach Cities Orthopedic · California · Healthcare & Social Assistance

$2M in assets, 32 participants

Beach Cities Orthopedic's Beach Cities Orthopedic 401(k) Profit Sharing Plan reported $2M in total assets and 32 participants in its 2022 DOL Form 5500 filing, ranking in the 35th 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.

  • #7,279 in Healthcare & Social Assistance (20,060 peers)

Beach Cities Orthopedic multi-year trail

Beach Cities Orthopedic's plans moved +38.3% in assets from 2022 to 2024; this filing shows Beach Cities Orthopedic 401(k) Profit Sharing Plan at $2M / 32 participants.

#7,279
in Healthcare & Social Assistance (20,060 peers)
-25.5%
assets change YoY

The plan reported a net loss of $729K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Beach Cities Orthopedic 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Beach Cities Orthopedic 401(k) Profit Sharing Plan vs every filed plan by assets

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

$2,130,960 35th percentile higher than 35% 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

Beach Cities Orthopedic 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. Beach Cities Orthopedic 401(k) Profit Sharing Plan is a small filing (32 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 263261790 · Beach Cities Orthopedic PY 2022 · 401(k)

Beach Cities Orthopedic 401(k) Profit Sharing Plan · $2M · 32 · 35th

  • NET $2M
  • NET 32
  • NET 35th
  • NET 401(k)
  • NET near Software Galaxy Systems LLC 401(k) Profit Sharing Plan & Trust
  • NET ind #7279

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 →

Beach Cities Orthopedic 401(k) Profit Sharing Plan in the asset neighbourhood

Beach Cities Orthopedic 401(k) Profit Sharing PlanBeach Cities Orthopedic 401(…$2MSoftware Galaxy Systems LLC 401(k) Profit Sharing Plan & TrustSoftware Galaxy Systems LLC …$2MBrethren Care Village Retirement PlanBrethren Care Village Retire…$2MIntecon, LLC 401(k) Plan$2MThe Genie Group, Inc. 401(k) Profit Sharing PlanThe Genie Group, Inc. 401(k)…$2M
End-of-year total assets ($M) among Beach Cities Orthopedic 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Beach Cities Orthopedic multi-year asset trail

Sponsor-wide plan assets over time

All Beach Cities Orthopedic plans reported in each filing year

Latest sponsor-wide plan assets
$3M 38.256372714645046% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.13M $2.95M ▲ +38.5%
Year Plans Participants Total Assets
2022 1 32 $2M
2023 1 41 $3M
2024 1 156 $3M

Beach Cities Orthopedic filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$729K
Employer EIN263261790
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Beach Cities Orthopedic 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 ($B) Participants Beach Cities Orthopedic 401(k) Profit Sharing Plan, Total assets ($B): 0.00213096 · Participants: 32Beach Cities Orthopedic 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
Beach Cities Orthopedic 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants

Beach Cities Orthopedic 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 Software Galaxy Systems LLC 401(k) Profit Sharing Plan & Trust in NJ ($2M); by covered participants it is Lone Peak Anesthesia, Lc 401(k) Profit Sharing Plan in UT (32 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (32 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 Beach Cities Orthopedic 401(k) Profit Sharing Plan assets move in 2022?
Beach Cities Orthopedic 401(k) Profit Sharing Plan declined sharply - down 25.5% during 2022, from $3M to $2M. Reported net income was -$729K.
How have Beach Cities Orthopedic plan assets changed over time?
Across 3 plan years on file (2022-2024), Beach Cities Orthopedic's sponsor-wide assets grew 38.3%, from $2M to $3M.
Which 401(k) plans are similar in size to Beach Cities Orthopedic 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Software Galaxy Systems LLC 401(k) Profit Sharing Plan & Trust in NJ ($2M, 1,485 participants).
Which 401(k) plans cover a similar participant headcount to Beach Cities Orthopedic 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Lone Peak Anesthesia, Lc 401(k) Profit Sharing Plan in UT (32 participants, N/A in assets).