401(k) · DOL Form 5500 · 2022
San Bernardino Medical Orthopaedic Group, Inc. 401(k) Plan
Data updated 2026-08-25
- $26M
- Total assets Below avg plan size
- 273
- Participants Below avg headcount
- 81st
- Percentile by assets National rank
- $96,826
- Avg per participant Below avg balance/head
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.
- #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.
- #16,860
- in Healthcare & Social Assistance (20,060 peers)
- -13.4%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
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.
San Bernardino Medical Orthopaedic Group, Inc. Dba Arrowhead Orthopaedics 401(k) Profit Sharing Plan's outsized position by total assets
San Bernardino Medical Orthopaedic Group, Inc. Dba Arrowhead Orthopaedics 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$26,433,612 Top 19% higher than 81% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
San Bernardino Medical Orthopaedic Group, Inc. Dba Arrowhead Orthopaedics 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. San Bernardino Medical Orthopaedic Group, Inc. Dba Arrowhead Orthopaedics 401(k) Profit Sharing Plan sits mid-pack in the medium band (273 participants).
Published 5500 schedule card
Filing strip 330376200 · San Bernardino Medical Orthopaedic Group, Inc. PY 2022 · 401(k)
San Bernardino Medical Orthopaedic Group, Inc. Dba Arrowhead Orthopaedics 401(k) Profit Sharing Plan · $26M · 273 · 81st
- PHOTO $26M
- IND 273
- EOY 81st
- 5500 401(k)
- ASSETS near Kirkland's, Inc. Retirement Plan
- PCT ind #16860
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 →
San Bernardino Medical Orthopaedic Group, Inc. Dba Arrowhead Orthopaedics 401(k) Profit Sharing Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $31M |
|---|---|
| Net Assets (End of Year) | $26M |
| Net Income | -$4M |
| Employer EIN | 330376200 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (San Bernardino Medical Orthopaedic Group, Inc.)
Sponsor-wide plan assets over time
All San Bernardino Medical Orthopaedic Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $40M 53.03695159027075% vs 2022
- 2024 filing year
| 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.
- 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
San Bernardino Medical Orthopaedic Group, Inc. Dba Arrowhead Orthopaedics 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 Kirkland's, Inc. Retirement Plan in TN ($26M); by covered participants it is Kickhaefer Manufacturing Company 401(k) Plan in WI (273 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($26M here).
- Kirkland's, Inc. Retirement Plan (TN) $26M · 2,423
- Hardwoods Specialty Products 401(k) Retirement (WA) $26M · 369
- Aerie Pharmaceuticals 401(k) Plan (NJ) $26M · 285
- Flat Rock Metal Inc 401(k) Retirement Savings Plan (MI) $26M · 435
Similar participant headcount
Nearest other-state filings by covered participants (273 participants); asset peers above are excluded.
- Kickhaefer Manufacturing Company 401(k) Plan (WI) 273 · 0 off
- Ames National Corporation 401(k) Plan (IA) 273 · 0 off
- Rogers Benefit Group, Inc. Cash or Deferred Profit Sharing Plan (AZ) 273 · 0 off
- Gross Residential 401(k) Plan (OH) 273 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.