401(k) · DOL Form 5500 · 2022

San Jose Medical Group, Inc. 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
48
Participants Small participant base
86th
Percentile by assets National rank
$832,379
Avg per participant High balance/head
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Official DOL plan name: San Jose Medical Group, Inc. 401(k) Plan · Sponsored by San Jose Medical Group, Inc. · California · Healthcare & Social Assistance

$40M in assets, 48 participants

San Jose Medical Group, Inc.'s San Jose Medical Group, Inc. 401(k) Plan reported $40M in total assets and 48 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #17,690 in Healthcare & Social Assistance (20,060 peers)

Where San Jose Medical Group, Inc. 401(k) Plan sits by assets

San Jose Medical Group, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $40M for 48 participants (~$832,379/participant), down 21.6% in 2022.

#17,690
in Healthcare & Social Assistance (20,060 peers)
-21.6%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

San Jose Medical Group, Inc. 401(k) Plan's outsized position by total assets

San Jose Medical Group, Inc. 401(k) Plan vs every filed plan by assets

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

$39,954,208 Top 14% higher than 86% 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

San Jose Medical Group, Inc. 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. San Jose Medical Group, Inc. 401(k) Plan is a small filing (48 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 941326380 · San Jose Medical Group, Inc. PY 2022 · 401(k)

San Jose Medical Group, Inc. 401(k) Plan · $40M · 48 · 86th

  • PHOTO $40M
  • PHOTO 48
  • PHOTO 86th
  • PHOTO 401(k)
  • PHOTO near Firekeepers Casino Hotel 401(k) Plan
  • PHOTO ind #17690

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 →

San Jose Medical Group, Inc. 401(k) Plan in the asset neighbourhood

Firekeepers Casino Hotel 401(k) PlanFirekeepers Casino Hotel 401…$40MIbasis, Inc. 401(k) Retirement PlanIbasis, Inc. 401(k) Retireme…$40MCss LLC 401(k) Plan$40MEmployees Retirement Savings Plan of Royston LLCEmployees Retirement Savings…$40MSan Jose Medical Group, Inc. 401(k) PlanSan Jose Medical Group, Inc.…$40M
End-of-year total assets ($M) among San Jose Medical Group, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$51M
Net Assets (End of Year)$40M
Net Income-$11M
Employer EIN941326380
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (San Jose Medical Group, Inc.)

Sponsor-wide plan assets over time

All San Jose Medical Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$51M 26.459423247734005% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $40M $50.5M ▲ +26.5%
Year Plans Participants Total Assets
2022 1 48 $40M
2023 1 43 $47M
2024 1 45 $51M

Nearby 401(k) Plans in California

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

San Jose Medical Group, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants San Jose Medical Group, Inc. 401(k) Plan, Total assets ($B): 0.039954208 · Participants: 48San Jose Medical Group, Inc. 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
San Jose Medical Group, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare San Jose Medical Group, Inc. 401(k) Plan side-by-side with 3 peers →

San Jose Medical Group, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Firekeepers Casino Hotel 401(k) Plan in MI ($40M); by covered participants it is Bath State Bancorp Employee Stock Ownership Plan with 401(k) Provisions in IN (48 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($40M here).

Similar participant headcount

Nearest other-state filings by covered participants (48 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 San Jose Medical Group, Inc. 401(k) Plan assets move in 2022? ▼
San Jose Medical Group, Inc. 401(k) Plan declined sharply - down 21.6% during 2022, from $51M to $40M. Reported net income was -$11M.
How have San Jose Medical Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), San Jose Medical Group, Inc.'s sponsor-wide assets grew 26.5%, from $40M to $51M.
Where does San Jose Medical Group, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
San Jose Medical Group, Inc. 401(k) Plan ranks in the 86th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to San Jose Medical Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Firekeepers Casino Hotel 401(k) Plan in MI ($40M, 1,873 participants).
Which 401(k) plans cover a similar participant headcount to San Jose Medical Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bath State Bancorp Employee Stock Ownership Plan with 401(k) Provisions in IN (48 participants, $8M 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 941326380.

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.