Profit Sharing · DOL Form 5500 · 2022

Sharp Rees-Stealy Medical Group, Inc. Profit Sharing Plan

Data updated 2026-08-25

$90M
Total assets Below avg plan size
445
Participants Below avg headcount
92nd
Percentile by assets National rank
$202,538
Avg per participant Above avg balance/head
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Official DOL plan name: Sharp Rees-Stealy Medical Group, Inc. Profit Sharing Plan · Sponsored by Sharp Rees-Stealy Medical Group, Inc. · California · Healthcare & Social Assistance

$90M in assets, 445 participants

Sharp Rees-Stealy Medical Group, Inc.'s Sharp Rees-Stealy Medical Group, Inc. Profit Sharing Plan reported $90M in total assets and 445 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #18,712 in Healthcare & Social Assistance (20,060 peers)

Where Sharp Rees-Stealy Medical Group, Inc. Profit Sharing Plan sits by assets

Sharp Rees-Stealy Medical Group, Inc. Profit Sharing Plan sits in the top 10% of all filed plans by assets, $90M for 445 participants (~$202,538/participant), down 17.1% in 2022.

#18,712
in Healthcare & Social Assistance (20,060 peers)
-17.1%
assets change YoY
0.9×
vs typical plan assets (national mean)

The plan reported a net loss of $19M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sharp Rees-Stealy Medical Group, Inc. Profit Sharing Plan's outsized position by total assets

Sharp Rees-Stealy Medical Group, Inc. Profit Sharing Plan vs every filed plan by assets

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

$90,129,266 Top 8% higher than 92% 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

Sharp Rees-Stealy Medical Group, Inc. 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. Sharp Rees-Stealy Medical Group, Inc. Profit Sharing Plan sits mid-pack in the medium band (445 participants).

EBSA filing schedule strip

Filing strip 330106028 · Sharp Rees-Stealy Medical Group, Inc. PY 2022 · Profit Sharing

Sharp Rees-Stealy Medical Group, Inc. Profit Sharing Plan · $90M · 445 · 92nd

  • PHOTO $90M
  • PHOTO 445
  • PHOTO 92nd
  • PHOTO Profit Sharing
  • PHOTO near Virginia Pilot Association Retirement Plan
  • PHOTO ind #18712

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 →

Sharp Rees-Stealy Medical Group, Inc. Profit Sharing Plan in the asset neighbourhood

The Cold Spring Harbor Laboratory Section 401(a) Retirement PlanThe Cold Spring Harbor Labor…$91MMbi, Inc. Profit Sharing Plan & TrustMbi, Inc. Profit Sharing Pla…$91MVirginia Pilot Association Retirement PlanVirginia Pilot Association R…$90MSharp Rees-Stealy Medical Group, Inc. Profit Sharing PlanSharp Rees-Stealy Medical Gr…$90MSentara Healthcare 401(a) Retirement PlanSentara Healthcare 401(a) Re…$89M
End-of-year total assets ($M) among Sharp Rees-Stealy Medical Group, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$109M
Net Assets (End of Year)$90M
Net Income-$19M
Employer EIN330106028
Plan Effective Date1989-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sharp Rees-Stealy Medical Group, Inc.)

Sponsor-wide plan assets over time

All Sharp Rees-Stealy Medical Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$609M 30.423742946811572% vs 2022
2024 filing year
$450M$500M$550M$600M$650M 202220232024 $467M $609M ▲ +30.4%
Year Plans Participants Total Assets
2022 4 1,793 $467M
2023 4 1,567 $529M
2024 3 1,463 $609M

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Sharp Rees-Stealy Medical Group, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Sharp Rees-Stealy Medical Group, Inc. Profit Sharing Plan, Total assets ($B): 0.090129266 · Participants: 445Sharp Rees-Stealy Medical Group, Inc. Profit Sharing PlanIntel Retirement Contribution Plan, Total assets ($B): 6.922537047 · Participants: 22216Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 5.599096297 · Participants: 9727Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.566886773 · Participants: 67173Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.163824 · Participants: 5104Memorialcare Retirement PlanCedars-Sinai Health System Defined Contribution Retirement Plan, Total assets ($B): 0.797223577 · Participants: 11344Cedars-Sinai Health System Defined Contribution Retirement Plan
Sharp Rees-Stealy Medical Group, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Sharp Rees-Stealy Medical Group, Inc. Profit Sharing Plan side-by-side with 3 peers →

Sharp Rees-Stealy Medical Group, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Virginia Pilot Association Retirement Plan in VA ($90M); by covered participants it is Amcor Defined Contribution Pension Plan for Hourly Employees in WI (445 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (445 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 Sharp Rees-Stealy Medical Group, Inc. Profit Sharing Plan assets move in 2022? ▼
Sharp Rees-Stealy Medical Group, Inc. Profit Sharing Plan declined sharply - down 17.1% during 2022, from $109M to $90M. Reported net income was -$19M.
How have Sharp Rees-Stealy Medical Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sharp Rees-Stealy Medical Group, Inc.'s sponsor-wide assets grew 30.4%, from $467M to $609M.
Where does Sharp Rees-Stealy Medical Group, Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Sharp Rees-Stealy Medical Group, Inc. Profit Sharing Plan ranks in the 92nd 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 Profit Sharing plans are similar in size to Sharp Rees-Stealy Medical Group, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Virginia Pilot Association Retirement Plan in VA ($90M, 56 participants).
Which Profit Sharing plans cover a similar participant headcount to Sharp Rees-Stealy Medical Group, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Amcor Defined Contribution Pension Plan for Hourly Employees in WI (445 participants, $17M 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 330106028.

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.