401(k) · DOL Form 5500 · 2022

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

Data updated 2026-08-25

$101M
Total assets Near avg plan size
642
Participants Below avg headcount
93rd
Percentile by assets National rank
$157,715
Avg per participant Above avg balance/head
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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.

  • #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.

#18,819
in Healthcare & Social Assistance (20,060 peers)
-15.4%
assets change YoY
1.0×
vs typical plan assets (national mean)

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.

Sharp Rees-Stealy Medical Group, Inc. 401(k) Retirement Savings Plan's outsized position 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 $2,050,000,000 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. 401(k) Retirement Savings 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. 401(k) Retirement Savings Plan sits mid-pack in the medium band (642 participants).

DOL schedule card

Filing strip 330106028 · Sharp Rees-Stealy Medical Group, Inc. PY 2022 · 401(k)

Sharp Rees-Stealy Medical Group, Inc. 401(k) Retirement Savings Plan · $101M · 642 · 93rd

  • 5500 $101M
  • 5500 642
  • 5500 93rd
  • 5500 401(k)
  • 5500 near Lectra USA 401(k) Plan
  • 5500 ind #18819

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. 401(k) Retirement Savings Plan in the asset neighbourhood

Sharp Rees-Stealy Medical Group, Inc. 401(k) Retirement Savings PlanSharp Rees-Stealy Medical Gr…$101MLectra USA 401(k) Plan$101MBraun Intertec 401(k) Retirement PlanBraun Intertec 401(k) Retire…$101MTeamsters Tforce Freight 401(k) PlanTeamsters Tforce Freight 401…$101MTeamsters Tforce Freight 401(k) PlanTeamsters Tforce Freight 401…$101M
End-of-year total assets ($M) among Sharp Rees-Stealy Medical Group, Inc. 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

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.)

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 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 Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Sharp Rees-Stealy Medical Group, Inc. 401(k) Retirement Savings Plan, Total assets ($B): 0.101252787 · Participants: 642Sharp Rees-Stealy Medical Group, Inc. 401(k) Retirement Savings 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
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. 401(k) Retirement Savings Plan side-by-side with 3 peers →

Sharp Rees-Stealy Medical Group, Inc. 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Lectra USA 401(k) Plan in CT ($101M); by covered participants it is Odle Management Group, LLC 401(k) Profit Sharing Plan in AZ (642 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($101M here).

Similar participant headcount

Nearest other-state filings by covered participants (642 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. 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).
Which 401(k) plans cover a similar participant headcount to Sharp Rees-Stealy Medical Group, Inc. 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Odle Management Group, LLC 401(k) Profit Sharing Plan in AZ (642 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 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.