401(k) · DOL Form 5500 · 2022

South O C Surgical Medical Group, Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
52
Participants Small participant base
75th
Percentile by assets National rank
$331,463
Avg per participant High balance/head
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Official DOL plan name: South O C Surgical Medical Group, Inc. 401(k) Profit Sharing Plan · Sponsored by South O C Surgical Medical Group, Inc. · California · Healthcare & Social Assistance

$17M in assets, 52 participants

South O C Surgical Medical Group, Inc.'s South O C Surgical Medical Group, Inc. 401(k) Profit Sharing Plan reported $17M in total assets and 52 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #15,867 in Healthcare & Social Assistance (20,060 peers)

Where South O C Surgical Medical Group, Inc. 401(k) Profit Sharing Plan sits by assets

South O C Surgical Medical Group, Inc. 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $17M for 52 participants (~$331,463/participant), down 9.9% in 2022.

#15,867
in Healthcare & Social Assistance (20,060 peers)
-9.9%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

South O C Surgical Medical Group, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

South O C Surgical Medical Group, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$17,236,072 Top 25% higher than 75% 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

South O C Surgical Medical Group, Inc. 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. South O C Surgical Medical Group, Inc. 401(k) Profit Sharing Plan is a small filing (52 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 952745028 · South O C Surgical Medical Group, Inc. PY 2022 · 401(k)

South O C Surgical Medical Group, Inc. 401(k) Profit Sharing Plan · $17M · 52 · 75th

  • PART $17M
  • TYPE 52
  • NET 75th
  • BOOK 401(k)
  • VS-ST near Assurance Financial 401(k) Plan
  • BOY ind #15867

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 →

South O C Surgical Medical Group, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

South O C Surgical Medical Group, Inc. 401(k) Profit Sharing PlanSouth O C Surgical Medical G…$17MAssurance Financial 401(k) PlanAssurance Financial 401(k) P…$17MSolid Business Solutions 401(k) PlanSolid Business Solutions 401…$17MItw Bargaining Savings and Investment PlanItw Bargaining Savings and I…$17MAmerican Bank of Commerce 401(k) Profit Sharing PlanAmerican Bank of Commerce 40…$17M
End-of-year total assets ($M) among South O C Surgical Medical Group, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$17M
Net Income-$2M
Employer EIN952745028
Plan Effective Date1983-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (South O C Surgical Medical Group, Inc.)

Sponsor-wide plan assets over time

All South O C Surgical Medical Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 35.087623212527774% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $17.2M $23.3M ▲ +35.0%
Year Plans Participants Total Assets
2022 1 52 $17M
2023 1 57 $21M
2024 1 52 $23M

Nearby 401(k) Plans in California

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

South O C Surgical Medical Group, Inc. 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 ($B) Participants South O C Surgical Medical Group, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.017236072 · Participants: 52South O C Surgical Medical Group, Inc. 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
South O C Surgical Medical Group, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare South O C Surgical Medical Group, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

South O C Surgical Medical Group, Inc. 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 Assurance Financial 401(k) Plan in LA ($17M); by covered participants it is Maserati North America, Inc. 401(k) Plan in MI (52 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (52 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 South O C Surgical Medical Group, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
South O C Surgical Medical Group, Inc. 401(k) Profit Sharing Plan pulled back noticeably - down 9.9% during 2022, from $19M to $17M. Reported net income was -$2M.
How have South O C Surgical Medical Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), South O C Surgical Medical Group, Inc.'s sponsor-wide assets grew 35.1%, from $17M to $23M.
Where does South O C Surgical Medical Group, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
South O C Surgical Medical Group, Inc. 401(k) Profit Sharing Plan ranks in the 75th 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 South O C Surgical Medical Group, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Assurance Financial 401(k) Plan in LA ($17M, 243 participants).
Which 401(k) plans cover a similar participant headcount to South O C Surgical Medical Group, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Maserati North America, Inc. 401(k) Plan in MI (52 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 952745028.

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.