401(k) · DOL Form 5500 · 2023

Fertility Specialists Medical Group, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
41
Participants Small participant base
35th
Percentile by assets National rank
$69,574
Avg per participant Below avg balance/head
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Official DOL plan name: Fertility Specialists Medical Group 401(k) Plan · Sponsored by Fertility Specialists Medical Group, Inc. · California · Healthcare & Social Assistance

$3M in assets, 41 participants

Fertility Specialists Medical Group, Inc.'s Fertility Specialists Medical Group 401(k) Plan reported $3M in total assets and 41 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

  • #6,311 in Healthcare & Social Assistance (17,684 peers)

Fertility Specialists Medical Group, Inc. multi-year trail

Fertility Specialists Medical Group, Inc.'s plans moved +36.2% in assets from 2022 to 2024; this filing shows Fertility Specialists Medical Group 401(k) Plan at $3M / 41 participants.

#6,311
in Healthcare & Social Assistance (17,684 peers)
+21.4%
assets growth YoY

Fertility Specialists Medical Group 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Fertility Specialists Medical Group 401(k) Plan vs every filed plan by assets

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

$2,852,543 35th percentile higher than 35% 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

Fertility Specialists Medical Group 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. Fertility Specialists Medical Group 401(k) Plan is a small filing (41 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fertility Specialists Medical Group 401(k) Plan reported net income rose from -$556K in the plan year 2022 filing to $502K in the plan year 2023 filing.
  • Fertility Specialists Medical Group 401(k) Plan reported participants rose from 25 in the plan year 2022 filing to 41 in the plan year 2023 filing.
  • Fertility Specialists Medical Group 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 330901743 · Fertility Specialists Medical Group, Inc. PY 2023 · 401(k)

Fertility Specialists Medical Group 401(k) Plan · $3M · 41 · 35th

  • TYPE $3M
  • NET 41
  • BOOK 35th
  • VS-ST 401(k)
  • BOY near Isaacson Law Firm, P.C. 401(k) Profit Sharing Plan
  • SCH ind #6311

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 →

Fertility Specialists Medical Group 401(k) Plan in the asset neighbourhood

Fertility Specialists Medical Group 401(k) PlanFertility Specialists Medica…$3MIsaacson Law Firm, P.C. 401(k) Profit Sharing PlanIsaacson Law Firm, P.C. 401(…$3MSalad and Go 401(k) Plan$3MDiligent Enterprise Inc. Retirement PlanDiligent Enterprise Inc. Ret…$3MD.J. Heating & Air Conditioning, Inc. 401(k) Profit Sharing Plan and TrustD.J. Heating & Air Condition…$3M
End-of-year total assets ($M) among Fertility Specialists Medical Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Fertility Specialists Medical Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Fertility Specialists Medical Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 36.20795960667055% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.35M $3.2M ▲ +36.2%
Year Plans Participants Total Assets
2022 1 25 $2M
2023 1 41 $3M
2024 1 23 $3M

Fertility Specialists Medical Group, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$502K
Employer EIN330901743
Plan Effective Date2009-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Fertility Specialists Medical Group 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Fertility Specialists Medical Group 401(k) Plan, Total assets ($B): 0.002852543 · Participants: 41Fertility Specialists Medical Group 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
Fertility Specialists Medical Group 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Fertility Specialists Medical Group 401(k) Plan side-by-side with 3 peers →

Fertility Specialists Medical Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Isaacson Law Firm, P.C. 401(k) Profit Sharing Plan in AZ ($3M); by covered participants it is Houston Vehicle Leasing 401(k) Plan in TX (41 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (41 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 Fertility Specialists Medical Group 401(k) Plan assets move in 2023? ▼
Fertility Specialists Medical Group 401(k) Plan grew sharply - up 21.4% during 2023, from $2M to $3M. Reported net income was $502K.
How have Fertility Specialists Medical Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fertility Specialists Medical Group, Inc.'s sponsor-wide assets grew 36.2%, from $2M to $3M.
Which 401(k) plans are similar in size to Fertility Specialists Medical Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Isaacson Law Firm, P.C. 401(k) Profit Sharing Plan in AZ ($3M, 3 participants).
Which 401(k) plans cover a similar participant headcount to Fertility Specialists Medical Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Houston Vehicle Leasing 401(k) Plan in TX (41 participants, N/A 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 330901743.

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.