401(k) · DOL Form 5500 · 2022

Palo Alto Foundation Medical Group, Inc. 401(k) Plan

Data updated 2026-08-25

$1.7B
Total assets Very large vs avg
1,761
Participants Near avg headcount
99th
Percentile by assets National rank
$949,710
Avg per participant High balance/head
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Official DOL plan name: Palo Alto Foundation Medical Group, Inc. 401(k) Plan · Sponsored by Palo Alto Foundation Medical Group, Inc. · California · Healthcare & Social Assistance

$1.7B in assets, 1,761 participants

Palo Alto Foundation Medical Group, Inc.'s Palo Alto Foundation Medical Group, Inc. 401(k) Plan reported $1.7B in total assets and 1,761 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.

  • #19,966 in Healthcare & Social Assistance (20,060 peers)

Coverage in California

Palo Alto Foundation Medical Group, Inc. 401(k) Plan covers 1,761 participants in California, 2.8x the typical California plan (state average ~630 per filing). Assets: $1.7B.

#19,966
in Healthcare & Social Assistance (20,060 peers)
-16.6%
assets change YoY
17×
vs typical plan assets (national mean)

The plan reported a net loss of $333M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Palo Alto Foundation Medical Group, Inc. 401(k) Plan's outsized position by total assets

Palo Alto Foundation Medical Group, Inc. 401(k) Plan vs every filed plan by assets

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

$1,672,438,775 Top 1% higher than 99% 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

Palo Alto Foundation Medical Group, Inc. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Palo Alto Foundation Medical Group, Inc. 401(k) Plan lands in the large band (1,761 participants).

Plan-year Form 5500 strip

Filing strip 510656809 · Palo Alto Foundation Medical Group, Inc. PY 2022 · 401(k)

Palo Alto Foundation Medical Group, Inc. 401(k) Plan · $1.7B · 1,761 · 99th

  • EBSA $1.7B
  • PART 1,761
  • TYPE 99th
  • NET 401(k)
  • BOOK near Bjc 401(k) Plan
  • VS-ST ind #19966

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 →

Palo Alto Foundation Medical Group, Inc. 401(k) Plan in the asset neighbourhood

Oasis Retirement Savings Plan$1.7BCaesars Entertainment, Inc 401(k) PlanCaesars Entertainment, Inc 4…$1.7BPalo Alto Foundation Medical Group, Inc. 401(k) PlanPalo Alto Foundation Medical…$1.7BBjc 401(k) Plan$1.7BAssurant 401(k) Plan$1.7B
End-of-year total assets ($B) among Palo Alto Foundation Medical Group, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$2.0B
Net Assets (End of Year)$1.7B
Net Income-$333M
Employer EIN510656809
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Palo Alto Foundation Medical Group, Inc.)

Sponsor-wide plan assets over time

All Palo Alto Foundation Medical Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2.6B 40.208510094158314% vs 2022
2024 filing year
$1.5B$2B$2.5B$3B 202220232024 $1.88B $2.64B ▲ +40.4%
Year Plans Participants Total Assets
2022 2 2,718 $1.9B
2023 2 2,752 $2.2B
2024 2 2,827 $2.6B

Nearby 401(k) Plans in California

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

Palo Alto Foundation Medical Group, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -1001020304050 Total assets ($B) Participants Palo Alto Foundation Medical Group, Inc. 401(k) Plan, Total assets ($B): 1.672438775 · Participants: 1761Palo Alto Foundation Medical Group, Inc. 401(k) 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
Palo Alto Foundation Medical Group, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Palo Alto Foundation Medical Group, Inc. 401(k) Plan side-by-side with 3 peers →

Palo Alto Foundation Medical Group, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Bjc 401(k) Plan in MO ($1.7B); by covered participants it is J. J. Keller & Associates, Inc. Employees' 401(k) Savings and Retirement Plan in WI (1,761 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1.7B here).

Similar participant headcount

Nearest other-state filings by covered participants (1,761 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 Palo Alto Foundation Medical Group, Inc. 401(k) Plan assets move in 2022? ▼
Palo Alto Foundation Medical Group, Inc. 401(k) Plan declined sharply - down 16.6% during 2022, from $2.0B to $1.7B. Reported net income was -$333M.
How have Palo Alto Foundation Medical Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Palo Alto Foundation Medical Group, Inc.'s sponsor-wide assets grew 40.2%, from $1.9B to $2.6B.
Where does Palo Alto Foundation Medical Group, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Palo Alto Foundation Medical Group, Inc. 401(k) Plan ranks in the 99th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Palo Alto Foundation Medical Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bjc 401(k) Plan in MO ($1.7B, 28,371 participants).
Which 401(k) plans cover a similar participant headcount to Palo Alto Foundation Medical Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is J. J. Keller & Associates, Inc. Employees' 401(k) Savings and Retirement Plan in WI (1,761 participants, $130M 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 510656809.

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.