401(k) · DOL Form 5500 · 2023

Jagat B. Satia, M.D., a Medical Corp. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
6
Participants Small participant base
60th
Percentile by assets National rank
$1.8M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jagat B. Satia, M.D., a Medical Corp. Profit Sharing Plan · Sponsored by Jagat B. Satia, M.D., a Medical Corp. · California · Healthcare & Social Assistance

$11M in assets, 6 participants

Jagat B. Satia, M.D., a Medical Corp.'s Jagat B. Satia, M.D., a Medical Corp. Profit Sharing Plan reported $11M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #11,643 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

Jagat B. Satia, M.D., a Medical Corp. Profit Sharing Plan holds $11M for 6 participants - about $1.8M per participant, above the median plan by assets.

#11,643
in Healthcare & Social Assistance (17,684 peers)
+0.5%
assets growth YoY

Jagat B. Satia, M.D., a Medical Corp. Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Jagat B. Satia, M.D., a Medical Corp. Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$10,823,560 Top 40% higher than 60% of 127,068 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 2023

Jagat B. Satia, M.D., a Medical Corp. Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jagat B. Satia, M.D., a Medical Corp. Profit Sharing Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jagat B. Satia, M.D., a Medical Corp. Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $50K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 942400952 · Jagat B. Satia, M.D., a Medical Corp. PY 2023 · 401(k)

Jagat B. Satia, M.D., a Medical Corp. Profit Sharing Plan · $11M · 6 · 60th

  • EIN $11M
  • RANK 6
  • PHOTO 60th
  • IND 401(k)
  • EOY near Heart & Mind Strategies, LLC 401(k) Plan
  • 5500 ind #11643

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 →

Jagat B. Satia, M.D., a Medical Corp. Profit Sharing Plan in the asset neighbourhood

Jagat B. Satia, M.D., a Medical Corp. Profit Sharing PlanJagat B. Satia, M.D., a Medi…$11MHeart & Mind Strategies, LLC 401(k) PlanHeart & Mind Strategies, LLC…$11MBerner Food & Beverage, LLC Profit Sharing 401(k) PlanBerner Food & Beverage, LLC …$11MNew River Systems 401(k) Plan$11MUnited States Anti-Doping Agency 401(k) PlanUnited States Anti-Doping Ag…$11M
End-of-year total assets ($M) among Jagat B. Satia, M.D., a Medical Corp. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$11M
Net Income$50K
Employer EIN942400952
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jagat B. Satia, M.D., a Medical Corp.)

Sponsor-wide plan assets over time

All Jagat B. Satia, M.D., a Medical Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 5.289203439154962% vs 2022
2024 filing year
$10.6M$10.8M$11M$11.2M$11.4M 202220232024 $10.8M $11.3M ▲ +5.3%
Year Plans Participants Total Assets
2022 1 6 $11M
2023 1 6 $11M
2024 1 N/A $11M

Nearby 401(k) Plans in California

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

Jagat B. Satia, M.D., a Medical Corp. Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Jagat B. Satia, M.D., a Medical Corp. Profit Sharing Plan, Total assets ($B): 0.01082356 · Participants: 6Jagat B. Satia, M.D., a Medical Corp. Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Jagat B. Satia, M.D., a Medical Corp. Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Jagat B. Satia, M.D., a Medical Corp. Profit Sharing Plan side-by-side with 3 peers →

Jagat B. Satia, M.D., a Medical Corp. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Heart & Mind Strategies, LLC 401(k) Plan in VA ($11M); by covered participants it is Shockco Oil Tools Inc. 401(k) Plan in UT (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Jagat B. Satia, M.D., a Medical Corp. Profit Sharing Plan assets move in 2023? ▼
Jagat B. Satia, M.D., a Medical Corp. Profit Sharing Plan held essentially flat - up 0.5% during 2023, from $11M to $11M. Reported net income was $50K.
How have Jagat B. Satia, M.D., a Medical Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jagat B. Satia, M.D., a Medical Corp.'s sponsor-wide assets grew 5.3%, from $11M to $11M.
Which 401(k) plans are similar in size to Jagat B. Satia, M.D., a Medical Corp. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Heart & Mind Strategies, LLC 401(k) Plan in VA ($11M, 48 participants).
Which 401(k) plans cover a similar participant headcount to Jagat B. Satia, M.D., a Medical Corp. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Shockco Oil Tools Inc. 401(k) Plan in UT (6 participants, $1M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 942400952.

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.