401(k) · DOL Form 5500 · 2022

Packard Medical Group, Inc. 401(k) Plan

Data updated 2026-08-25

$64M
Total assets Below avg plan size
154
Participants Small participant base
90th
Percentile by assets National rank
$412,700
Avg per participant High balance/head
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Official DOL plan name: Packard Medical Group 401(k) Profit Sharing Plan · Sponsored by Packard Medical Group, Inc. · California · Healthcare & Social Assistance

$64M in assets, 154 participants

Packard Medical Group, Inc.'s Packard Medical Group 401(k) Profit Sharing Plan reported $64M in total assets and 154 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #18,329 in Healthcare & Social Assistance (20,060 peers)

Coverage in California

Packard Medical Group 401(k) Profit Sharing Plan covers 154 participants in California, about 24% of the average California filer (state average ~630 per filing). Assets: $64M.

#18,329
in Healthcare & Social Assistance (20,060 peers)
-11.6%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Packard Medical Group 401(k) Profit Sharing Plan's outsized position by total assets

Packard Medical Group 401(k) Profit Sharing Plan vs every filed plan by assets

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

$63,555,763 Top 10% higher than 90% 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

Packard Medical Group 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Packard Medical Group 401(k) Profit Sharing Plan sits mid-pack in the medium band (154 participants).

Published 5500 schedule card

Filing strip 352420096 · Packard Medical Group, Inc. PY 2022 · 401(k)

Packard Medical Group 401(k) Profit Sharing Plan · $64M · 154 · 90th

  • SCH $64M
  • SCH 154
  • SCH 90th
  • SCH 401(k)
  • SCH near Hanon Systems USA, LLC 401(k) Plan
  • SCH ind #18329

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 →

Packard Medical Group 401(k) Profit Sharing Plan in the asset neighbourhood

Eastport Holdings, LLC 401(k) PlanEastport Holdings, LLC 401(k…$64MPackard Medical Group 401(k) Profit Sharing PlanPackard Medical Group 401(k)…$64MSocotec, Inc. Profit Sharing PlanSocotec, Inc. Profit Sharing…$64MHanon Systems USA, LLC 401(k) PlanHanon Systems USA, LLC 401(k…$64MDental Associates 401(k) Plan$64M
End-of-year total assets ($M) among Packard Medical Group 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$72M
Net Assets (End of Year)$64M
Net Income-$8M
Employer EIN352420096
Plan Effective Date2012-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Packard Medical Group, Inc.)

Sponsor-wide plan assets over time

All Packard Medical Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$103M 61.41694027023167% vs 2022
2024 filing year
$40M$60M$80M$100M$120M 202220232024 $63.6M $103M ▲ +61.4%
Year Plans Participants Total Assets
2022 1 154 $64M
2023 1 163 $83M
2024 1 163 $103M

Nearby 401(k) Plans in California

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

Packard Medical Group 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 ($B) Participants Packard Medical Group 401(k) Profit Sharing Plan, Total assets ($B): 0.063555763 · Participants: 154Packard Medical Group 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
Packard Medical Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Packard Medical Group 401(k) Profit Sharing Plan side-by-side with 3 peers →

Packard Medical Group 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 Hanon Systems USA, LLC 401(k) Plan in MI ($64M); by covered participants it is Eagle River Capital 401(k) Plan in CO (154 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($64M here).

Similar participant headcount

Nearest other-state filings by covered participants (154 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 Packard Medical Group 401(k) Profit Sharing Plan assets move in 2022? ▼
Packard Medical Group 401(k) Profit Sharing Plan pulled back noticeably - down 11.6% during 2022, from $72M to $64M. Reported net income was -$8M.
How have Packard Medical Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Packard Medical Group, Inc.'s sponsor-wide assets grew 61.4%, from $64M to $103M.
Where does Packard Medical Group 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Packard Medical Group 401(k) Profit Sharing Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Packard Medical Group 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hanon Systems USA, LLC 401(k) Plan in MI ($64M, 327 participants).
Which 401(k) plans cover a similar participant headcount to Packard Medical Group 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Eagle River Capital 401(k) Plan in CO (154 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 352420096.

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.