401(k) · DOL Form 5500 · 2022

Sharp Rees-Stealy Medical Group, Inc. 401(k) Plan

Data updated 2026-08-11

$101M
Total assets
642
Participants
93rd
Percentile by assets
$157,715
Avg per participant
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Official DOL plan name: Sharp Rees-Stealy Medical Group, Inc. 401(k) Retirement Savings Plan · Sponsored by Sharp Rees-Stealy Medical Group, Inc. · California · Healthcare & Social Assistance

$101M in assets, 642 participants

Sharp Rees-Stealy Medical Group, Inc.'s Sharp Rees-Stealy Medical Group, Inc. 401(k) Retirement Savings Plan reported $101M in total assets and 642 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.

  • 93rd percentile by assets (of 139,126 plans)
  • #18,819 in Healthcare & Social Assistance (20,060 peers)

Where Sharp Rees-Stealy Medical Group, Inc. 401(k) Retirement Savings Plan sits by assets

Sharp Rees-Stealy Medical Group, Inc. 401(k) Retirement Savings Plan sits in the top 10% of all filed plans by assets, $101M for 642 participants (~$157,715/participant), down 15.4% in 2022.

$101M
total plan assets (2022 EOY)
642
covered participants
93rd
percentile by assets (of 139,126 plans)
$157,715
avg assets per participant

The plan reported a net loss of $18M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Sharp Rees-Stealy Medical Group, Inc. 401(k) Retirement Savings Plan sits by total assets

Sharp Rees-Stealy Medical Group, Inc. 401(k) Retirement Savings Plan vs every filed plan by assets

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

$101,252,787 Top 7% higher than 93% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
California
Industry
Healthcare & Social Assistance

Sharp Rees-Stealy Medical Group, Inc. 401(k) Retirement Savings Plan vs the 2022 asset distribution

By assets, Sharp Rees-Stealy Medical Group, Inc. 401(k) Retirement Savings Plan outranks 93% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.0x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$120M
Net Assets (End of Year)$101M
Net Income-$18M
Employer EIN330106028
Plan Effective Date1998-07-01
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 401(k) Plans in California

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

Sharp Rees-Stealy Medical Group, Inc. 401(k) Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants

Sharp Rees-Stealy Medical Group, Inc. 401(k) Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Sharp Rees-Stealy Me…Wells Fargo & Compan…Google LLC 401(k) Sa…Oracle Corporation 4…Chevron Employee Sav…Intel 401(k) Savings…
Sharp Rees-Stealy Medical Group, Inc. 401(k) Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Sharp Rees-Stealy Medical Group, Inc. 40… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Sharp Rees-Stealy Medical Group, Inc. 401(k) Retirement Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Sharp Rees-Stealy Medical Group, Inc. 401(k) Retirement Savings Plan assets move in 2022? ▼
Sharp Rees-Stealy Medical Group, Inc. 401(k) Retirement Savings Plan declined sharply - down 15.4% during 2022, from $120M to $101M. Reported net income was -$18M.
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. 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Sharp Rees-Stealy Medical Group, Inc. 401(k) Retirement Savings Plan ranks in the 93rd 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 401(k) plans are similar in size to Sharp Rees-Stealy Medical Group, Inc. 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lectra USA 401(k) Plan in CT ($101M, 284 participants).

Next read for Sharp Rees-Stealy Medical Group, Inc. 40…

Scale reading

Ways to act on Sharp Rees-Stealy Medical Group, Inc. 401(k) Retirement Savings Plan's numbers.

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.