401(k) · DOL Form 5500 · 2023

Rosemary Johnson & Associates Clinic Incorporated 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
15
Participants Small participant base
27th
Percentile by assets National rank
$98,246
Avg per participant Below avg balance/head
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Official DOL plan name: Rosemary Johnson & Associates Clinic Inc. 401(k) Plan · Sponsored by Rosemary Johnson & Associates Clinic Incorporated · California · Healthcare & Social Assistance

$1M in assets, 15 participants

Rosemary Johnson & Associates Clinic Incorporated's Rosemary Johnson & Associates Clinic Inc. 401(k) Plan reported $1M in total assets and 15 participants in its 2023 DOL Form 5500 filing, ranking in the 27th 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.

  • #4,260 in Healthcare & Social Assistance (17,684 peers)

Rosemary Johnson & Associates Clinic Incorporated multi-year trail

Rosemary Johnson & Associates Clinic Incorporated's plans moved +51.4% in assets from 2022 to 2024; this filing shows Rosemary Johnson & Associates Clinic Inc. 401(k) Plan at $1M / 15 participants.

#4,260
in Healthcare & Social Assistance (17,684 peers)
+26.1%
assets growth YoY

Rosemary Johnson & Associates Clinic Inc. 401(k) Plan among the smaller filed plans by assets

Rosemary Johnson & Associates Clinic Inc. 401(k) Plan vs every filed plan by assets

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

$1,473,694 27th percentile higher than 27% 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

Rosemary Johnson & Associates Clinic Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rosemary Johnson & Associates Clinic Inc. 401(k) Plan is a small filing (15 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rosemary Johnson & Associates Clinic Inc. 401(k) Plan reported net income rose from -$303K in the plan year 2022 filing to $305K in the plan year 2023 filing.
  • Rosemary Johnson & Associates Clinic Inc. 401(k) Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Rosemary Johnson & Associates Clinic Inc. 401(k) Plan reported participants fell from 17 in the plan year 2022 filing to 15 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 953413075 · Rosemary Johnson & Associates Clinic Incorporated PY 2023 · 401(k)

Rosemary Johnson & Associates Clinic Inc. 401(k) Plan · $1M · 15 · 27th

  • ASSETS $1M
  • PCT 15
  • EIN 27th
  • RANK 401(k)
  • PHOTO near Shore Manufacturing LLC 401(k) Profit Sharing Plan & Trust
  • IND ind #4260

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 →

Rosemary Johnson & Associates Clinic Inc. 401(k) Plan in the asset neighbourhood

Rosemary Johnson & Associates Clinic Inc. 401(k) PlanRosemary Johnson & Associate…$1MShore Manufacturing LLC 401(k) Profit Sharing Plan & TrustShore Manufacturing LLC 401(…$1MThe H. B. Smith Co. Inc. 401(k)/Profit Sharing PlanThe H. B. Smith Co. Inc. 401…$1MLm & M Enterprises, Inc. 401(k) Profit Sharing PlanLm & M Enterprises, Inc. 401…$1MNtgeg, LLC 401(k) Plan$1M
End-of-year total assets ($M) among Rosemary Johnson & Associates Clinic Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Rosemary Johnson & Associates Clinic Incorporated multi-year asset trail

Sponsor-wide plan assets over time

All Rosemary Johnson & Associates Clinic Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$2M 51.43509706889988% vs 2022
2024 filing year
$1M$1.2M$1.4M$1.6M$1.8M$2M 202220232024 $1.17M $1.77M ▲ +51.3%
Year Plans Participants Total Assets
2022 1 17 $1M
2023 1 15 $1M
2024 1 12 $2M

Rosemary Johnson & Associates Clinic Incorporated filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$305K
Employer EIN953413075
Plan Effective Date2006-10-31
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Rosemary Johnson & Associates Clinic Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Rosemary Johnson & Associates Clinic Inc. 401(k) Plan, Total assets ($B): 0.001473694 · Participants: 15Rosemary Johnson & Associates Clinic Inc. 401(k) 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
Rosemary Johnson & Associates Clinic Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Rosemary Johnson & Associates Clinic Inc. 401(k) Plan side-by-side with 3 peers →

Rosemary Johnson & Associates Clinic Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Shore Manufacturing LLC 401(k) Profit Sharing Plan & Trust in NJ ($1M); by covered participants it is Ear Nose and Throat of Northwest Georgia PC Profit Sharing Plan in GA (15 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (15 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 Rosemary Johnson & Associates Clinic Inc. 401(k) Plan assets move in 2023? ▼
Rosemary Johnson & Associates Clinic Inc. 401(k) Plan grew sharply - up 26.1% during 2023, from $1M to $1M. Reported net income was $305K.
How have Rosemary Johnson & Associates Clinic Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rosemary Johnson & Associates Clinic Incorporated's sponsor-wide assets grew 51.4%, from $1M to $2M.
Which 401(k) plans are similar in size to Rosemary Johnson & Associates Clinic Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Shore Manufacturing LLC 401(k) Profit Sharing Plan & Trust in NJ ($1M, 19 participants).
Which 401(k) plans cover a similar participant headcount to Rosemary Johnson & Associates Clinic Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ear Nose and Throat of Northwest Georgia PC Profit Sharing Plan in GA (15 participants, $4M 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 953413075.

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.