401(k) · DOL Form 5500 · 2022

Sansum Santa Barbara Medical Clinic, Inc. 401(k) Plan

Data updated 2026-08-25

$185M
Total assets Near avg plan size
237
Participants Below avg headcount
95th
Percentile by assets National rank
$778,610
Avg per participant High balance/head
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Official DOL plan name: Sansum Santa Barbara Medical Clinic, Inc. Profit Sharing Plan · Sponsored by Sansum Santa Barbara Medical Clinic, Inc. · California · Healthcare & Social Assistance

$185M in assets, 237 participants

Sansum Santa Barbara Medical Clinic, Inc.'s Sansum Santa Barbara Medical Clinic, Inc. Profit Sharing Plan reported $185M in total assets and 237 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • #19,254 in Healthcare & Social Assistance (20,060 peers)

Coverage in California

Sansum Santa Barbara Medical Clinic, Inc. Profit Sharing Plan covers 237 participants in California, about 38% of the average California filer (state average ~630 per filing). Assets: $185M.

#19,254
in Healthcare & Social Assistance (20,060 peers)
-17.6%
assets change YoY
1.9×
vs typical plan assets (national mean)

The plan reported a net loss of $39M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sansum Santa Barbara Medical Clinic, Inc. Profit Sharing Plan's outsized position by total assets

Sansum Santa Barbara Medical Clinic, Inc. Profit Sharing Plan vs every filed plan by assets

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

$184,530,472 Top 5% higher than 95% 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

Sansum Santa Barbara Medical Clinic, Inc. Profit Sharing 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. Sansum Santa Barbara Medical Clinic, Inc. Profit Sharing Plan sits mid-pack in the medium band (237 participants).

Published 5500 schedule card

Filing strip 952855614 · Sansum Santa Barbara Medical Clinic, Inc. PY 2022 · 401(k)

Sansum Santa Barbara Medical Clinic, Inc. Profit Sharing Plan · $185M · 237 · 95th

  • NET $185M
  • BOOK 237
  • VS-ST 95th
  • BOY 401(k)
  • SCH near Gallup Retirement and Savings Plan
  • EBSA ind #19254

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 →

Sansum Santa Barbara Medical Clinic, Inc. Profit Sharing Plan in the asset neighbourhood

Columbus Mckinnon Corporation Thrift 401(k) PlanColumbus Mckinnon Corporatio…$185MSansum Santa Barbara Medical Clinic, Inc. Profit Sharing PlanSansum Santa Barbara Medical…$185MGallup Retirement and Savings PlanGallup Retirement and Saving…$185MAvx Greenville LLC 401(k) PlanAvx Greenville LLC 401(k) Pl…$184M401(k)/Profit Sharing Plan and Trust for Wake Radiology Consultants, P.a.401(k)/Profit Sharing Plan a…$184M
End-of-year total assets ($M) among Sansum Santa Barbara Medical Clinic, Inc. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$224M
Net Assets (End of Year)$185M
Net Income-$39M
Employer EIN952855614
Plan Effective Date1973-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sansum Santa Barbara Medical Clinic, Inc.)

Sponsor-wide plan assets over time

All Sansum Santa Barbara Medical Clinic, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$236M 27.78242500783285% vs 2022
2024 filing year
$160M$180M$200M$220M$240M$260M 202220232024 $185M $236M ▲ +27.8%
Year Plans Participants Total Assets
2022 1 237 $185M
2023 1 230 $205M
2024 1 243 $236M

Nearby 401(k) Plans in California

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

Sansum Santa Barbara Medical Clinic, Inc. Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Sansum Santa Barbara Medical Clinic, Inc. Profit Sharing Plan, Total assets ($B): 0.184530472 · Participants: 237Sansum Santa Barbara Medical Clinic, Inc. Profit Sharing 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
Sansum Santa Barbara Medical Clinic, Inc. Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Sansum Santa Barbara Medical Clinic, Inc. Profit Sharing Plan side-by-side with 3 peers →

Sansum Santa Barbara Medical Clinic, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Gallup Retirement and Savings Plan in NE ($185M); by covered participants it is Lift Technologies, Inc. Savings and Investment Plan in SC (237 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (237 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 Sansum Santa Barbara Medical Clinic, Inc. Profit Sharing Plan assets move in 2022? ▼
Sansum Santa Barbara Medical Clinic, Inc. Profit Sharing Plan declined sharply - down 17.6% during 2022, from $224M to $185M. Reported net income was -$39M.
How have Sansum Santa Barbara Medical Clinic, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sansum Santa Barbara Medical Clinic, Inc.'s sponsor-wide assets grew 27.8%, from $185M to $236M.
Where does Sansum Santa Barbara Medical Clinic, Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Sansum Santa Barbara Medical Clinic, Inc. Profit Sharing Plan ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Sansum Santa Barbara Medical Clinic, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gallup Retirement and Savings Plan in NE ($185M, 826 participants).
Which 401(k) plans cover a similar participant headcount to Sansum Santa Barbara Medical Clinic, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lift Technologies, Inc. Savings and Investment Plan in SC (237 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 952855614.

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.