401(k) · DOL Form 5500 · 2022

San Bernardino Medical Orthopaedic Group, Inc. 401(k) Plan

Data updated 2026-08-11

$26M
Total assets
273
Participants
81st
Percentile by assets
$96,826
Avg per participant
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Official DOL plan name: San Bernardino Medical Orthopaedic Group, Inc. Dba Arrowhead Orthopaedics 401(k) Profit Sharing Plan · Sponsored by San Bernardino Medical Orthopaedic Group, Inc. · California · Healthcare & Social Assistance

$26M in assets, 273 participants

San Bernardino Medical Orthopaedic Group, Inc.'s San Bernardino Medical Orthopaedic Group, Inc. Dba Arrowhead Orthopaedics 401(k) Profit Sharing Plan reported $26M in total assets and 273 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • 81st percentile by assets (of 139,126 plans)
  • #16,860 in Healthcare & Social Assistance (20,060 peers)

Coverage in California

San Bernardino Medical Orthopaedic Group, Inc. Dba Arrowhead Orthopaedics 401(k) Profit Sharing Plan covers 273 participants in California, about 43% of the average California filer (state average ~630 per filing). Assets: $26M.

$26M
total plan assets (2022 EOY)
273
covered participants
81st
percentile by assets (of 139,126 plans)
$96,826
avg assets per participant

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

State
California
Industry
Healthcare & Social Assistance

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. San Bernardino Medical Orthopaedic Group, Inc. Dba Arrowhead Orthopaedics 401(k) Profit Sharing Plan reports 273 participants - about 43% of that state average ($26M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$26M
Net Income-$4M
Employer EIN330376200
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (San Bernardino Medical Orthopaedic Group, Inc.)

$25M$30M$35M$40M$45M 202220232024 $26.4M $40.5M ▲ +53.0%
Total plan assets by year, all San Bernardino Medical Orthopaedic Group, Inc. plans on file
Year Plans Participants Total Assets
2022 1 273 $26M
2023 1 322 $33M
2024 1 335 $40M

Nearby 401(k) Plans in California

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

San Bernardino Medical Orthopaedic Group, Inc. Dba Arrowhead Orthopaedics 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants

San Bernardino Medical Orthopaedic Group, Inc. Dba Arrowhead Orthopaedics 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 San Bernardino Medic…Wells Fargo & Compan…Google LLC 401(k) Sa…Oracle Corporation 4…Chevron Employee Sav…Intel 401(k) Savings…
San Bernardino Medical Orthopaedic Group, Inc. Dba Arrowhead Orthopaedics 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare San Bernardino Medical Orthopaedic Group… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to San Bernardino Medical Orthopaedic Group, Inc. Dba Arrowhead Orthopaedics 401(k) Profit Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did San Bernardino Medical Orthopaedic Group, Inc. Dba Arrowhead Orthopaedics 401(k) Profit Sharing Plan assets move in 2022? ▼
San Bernardino Medical Orthopaedic Group, Inc. Dba Arrowhead Orthopaedics 401(k) Profit Sharing Plan pulled back noticeably - down 13.4% during 2022, from $31M to $26M. Reported net income was -$4M.
How have San Bernardino Medical Orthopaedic Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), San Bernardino Medical Orthopaedic Group, Inc.'s sponsor-wide assets grew 53.0%, from $26M to $40M.
Where does San Bernardino Medical Orthopaedic Group, Inc. Dba Arrowhead Orthopaedics 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
San Bernardino Medical Orthopaedic Group, Inc. Dba Arrowhead Orthopaedics 401(k) Profit Sharing Plan ranks in the 81st 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 San Bernardino Medical Orthopaedic Group, Inc. Dba Arrowhead Orthopaedics 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kirkland's, Inc. Retirement Plan in TN ($26M, 2,423 participants).

Next read for San Bernardino Medical Orthopaedic Group…

Filing takeaways

Ways to act on San Bernardino Medical Orthopaedic Group, Inc. Dba Arrowhead Orthopaedics 401(k) Profit Sharing Plan's numbers.

  • By total assets, San Bernardino Medical Orthopaedic Group, Inc. Dba Arrowhead Orthopaedics 401(k) Profit Sharing Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
  • San Bernardino Medical Orthopaedic Group, Inc.'s sponsor-wide assets have grown 53.0% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans

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 330376200.

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.