401(k) · DOL Form 5500 · 2022

Peninsula Orthopedic Associates 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
71
Participants Small participant base
74th
Percentile by assets National rank
$235,667
Avg per participant Above avg balance/head
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Official DOL plan name: Peninsula Orthopedic Associates Profit Sharing 401(k) Plan · Sponsored by Peninsula Orthopedic Associates · California · Healthcare & Social Assistance

$17M in assets, 71 participants

Peninsula Orthopedic Associates's Peninsula Orthopedic Associates Profit Sharing 401(k) Plan reported $17M in total assets and 71 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.

  • #15,778 in Healthcare & Social Assistance (20,060 peers)

Peninsula Orthopedic Associates multi-year trail

Peninsula Orthopedic Associates's plans moved -10.2% in assets from 2022 to 2024; this filing shows Peninsula Orthopedic Associates Profit Sharing 401(k) Plan at $17M / 71 participants.

#15,778
in Healthcare & Social Assistance (20,060 peers)
-9.5%
assets change YoY

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.

Peninsula Orthopedic Associates Profit Sharing 401(k) Plan's outsized position by total assets

Peninsula Orthopedic Associates Profit Sharing 401(k) Plan vs every filed plan by assets

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

$16,732,372 Top 26% higher than 74% 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

Peninsula Orthopedic Associates Profit Sharing 401(k) 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. Peninsula Orthopedic Associates Profit Sharing 401(k) Plan is a small filing (71 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 942231888 · Peninsula Orthopedic Associates PY 2022 · 401(k)

Peninsula Orthopedic Associates Profit Sharing 401(k) Plan · $17M · 71 · 74th

  • BOY $17M
  • BOY 71
  • BOY 74th
  • BOY 401(k)
  • BOY near Mccray Lumber Company Profit Sharing Plan
  • BOY ind #15778

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 →

Peninsula Orthopedic Associates Profit Sharing 401(k) Plan in the asset neighbourhood

Peninsula Orthopedic Associates Profit Sharing 401(k) PlanPeninsula Orthopedic Associa…$17MMccray Lumber Company Profit Sharing PlanMccray Lumber Company Profit…$17MLanphere Enterprises, Inc. 401(k) Retirement Plan and TrustLanphere Enterprises, Inc. 4…$17MGuardian Alarm Company 401(k) Profit Sharing Plan & TrustGuardian Alarm Company 401(k…$17MBessemer Management Company 401(k) PlanBessemer Management Company …$17M
End-of-year total assets ($M) among Peninsula Orthopedic Associates Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Peninsula Orthopedic Associates multi-year asset trail

Sponsor-wide plan assets over time

All Peninsula Orthopedic Associates plans reported in each filing year

Latest sponsor-wide plan assets
$15M 10.205152025068532% vs 2022
2024 filing year
$13M$14M$15M$16M$17M 202220232024 $16.7M $15M ▼ -10.2%
Year Plans Participants Total Assets
2022 1 71 $17M
2023 1 86 $14M
2024 1 79 $15M

Peninsula Orthopedic Associates filing trail (2022)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$17M
Net Income-$2M
Employer EIN942231888
Plan Effective Date1980-11-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Peninsula Orthopedic Associates Profit Sharing 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Peninsula Orthopedic Associates Profit Sharing 401(k) Plan, Total assets ($B): 0.016732372 · Participants: 71Peninsula Orthopedic Associates Profit Sharing 401(k) 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
Peninsula Orthopedic Associates Profit Sharing 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Peninsula Orthopedic Associates Profit Sharing 401(k) Plan side-by-side with 3 peers →

Peninsula Orthopedic Associates Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Mccray Lumber Company Profit Sharing Plan in KS ($17M); by covered participants it is Human Resource Training, Inc. 401(k) Profit Sharing Plan in AZ (71 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (71 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 Peninsula Orthopedic Associates Profit Sharing 401(k) Plan assets move in 2022? ▼
Peninsula Orthopedic Associates Profit Sharing 401(k) Plan pulled back noticeably - down 9.5% during 2022, from $18M to $17M. Reported net income was -$2M.
How have Peninsula Orthopedic Associates plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Peninsula Orthopedic Associates's sponsor-wide assets declined 10.2%, from $17M to $15M.
Which 401(k) plans are similar in size to Peninsula Orthopedic Associates Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mccray Lumber Company Profit Sharing Plan in KS ($17M, 207 participants).
Which 401(k) plans cover a similar participant headcount to Peninsula Orthopedic Associates Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Human Resource Training, Inc. 401(k) Profit Sharing Plan in AZ (71 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 942231888.

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.