401(k) · DOL Form 5500 · 2022
Palo Alto Foundation Medical Group, Inc. 401(k) Plan
Data updated 2026-08-06
- $1.7B
- Total assets
- 1,761
- Participants
- 99th
- Percentile by assets
- $949,710
- Avg per participant
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.
- 99th percentile by assets (of 139,258 plans)
- #19,993 in Healthcare & Social Assistance (20,087 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 ~637 per filing). Assets: $1.7B.
- $1.7B
- total plan assets (2022 EOY)
- 1,761
- covered participants
- 99th
- percentile by assets (of 139,258 plans)
- $949,710
- avg assets per participant
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.
Participants vs California filers
In California, the average filing covers about 637 participants across 14,392 plans. Palo Alto Foundation Medical Group, Inc. 401(k) Plan reports 1,761 participants - 2.8x that state average ($1.7B EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $2.0B |
|---|---|
| Net Assets (End of Year) | $1.7B |
| Net Income | -$333M |
| Employer EIN | 510656809 |
| Plan Effective Date | 2008-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Palo Alto Foundation Medical Group, Inc.)
| 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
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Palo Alto Foundation Medical Group, Inc. 401(k) Plan by total assets, not by location.
- Bjc 401(k) Plan (MO) $1.7B · 28,371
- Assurant 401(k) Plan (NY) $1.7B · 12,944
- Oasis Retirement Savings Plan (FL) $1.7B · 76,924
- Caesars Entertainment, Inc 401(k) Plan (NV) $1.7B · 41,227
Frequently Asked Questions
How did Palo Alto Foundation Medical Group, Inc. 401(k) Plan assets move in 2022? ▼
How have Palo Alto Foundation Medical Group, Inc. plan assets changed over time? ▼
Where does Palo Alto Foundation Medical Group, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Palo Alto Foundation Medical Group, Inc. 401(k) Plan? ▼
Next read for Palo Alto Foundation Medical Group, Inc.…
Filing takeaways
Ways to act on Palo Alto Foundation Medical Group, Inc. 401(k) Plan's numbers.
- By total assets, Palo Alto Foundation Medical Group, Inc. 401(k) Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
- Palo Alto Foundation Medical Group, Inc.'s sponsor-wide assets have grown 40.2% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans