Profit Sharing · DOL Form 5500 · 2022

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

Data updated 2026-08-11

$90M
Total assets
445
Participants
92nd
Percentile by assets
$202,538
Avg per participant
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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.

  • 92nd percentile by assets (of 139,126 plans)
  • #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.

$90M
total plan assets (2022 EOY)
445
covered participants
92nd
percentile by assets (of 139,126 plans)
$202,538
avg assets per participant

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 vs the 2022 asset distribution

By assets, Sharp Rees-Stealy Medical Group, Inc. Profit Sharing Plan outranks 92% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.9x the national average plan size of $100M (721 average participants).

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.)

$450M$500M$550M$600M$650M 202220232024 $467M $609M ▲ +30.4%
Total plan assets by year, all Sharp Rees-Stealy Medical Group, Inc. plans on file
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

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 Me…Intel Retirement Con…Scpmg Keogh PlanMotion Picture Indus…Memorialcare Retirem…Cedars-Sinai Health …
Sharp Rees-Stealy Medical Group, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Sharp Rees-Stealy Medical Group, Inc. Profit Sharing Plan by total assets, not by location.

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).

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