401(k) · DOL Form 5500 · 2023

James Rheim, M.D., Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
8
Participants Small participant base
41st
Percentile by assets National rank
$516,296
Avg per participant High balance/head
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Official DOL plan name: James Rheim, M.D., Inc. 401(k) Plan · Sponsored by James Rheim, M.D., Inc. · California · Healthcare & Social Assistance

$4M in assets, 8 participants

James Rheim, M.D., Inc.'s James Rheim, M.D., Inc. 401(k) Plan reported $4M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #7,733 in Healthcare & Social Assistance (17,684 peers)

James Rheim, M.D., Inc. multi-year trail

James Rheim, M.D., Inc.'s plans moved +28.1% in assets from 2022 to 2024; this filing shows James Rheim, M.D., Inc. 401(k) Plan at $4M / 8 participants.

#7,733
in Healthcare & Social Assistance (17,684 peers)
+14.8%
assets growth YoY

James Rheim, M.D., Inc. 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

James Rheim, M.D., Inc. 401(k) Plan vs every filed plan by assets

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

$4,130,367 41st percentile higher than 41% 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

James Rheim, M.D., Inc. 401(k) 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. James Rheim, M.D., Inc. 401(k) Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • James Rheim, M.D., Inc. 401(k) Plan reported net income rose from -$902K in the plan year 2022 filing to $529K in the plan year 2023 filing.
  • James Rheim, M.D., Inc. 401(k) Plan reported participants fell from 10 in the plan year 2022 filing to 8 in the plan year 2023 filing.
  • James Rheim, M.D., Inc. 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 942146556 · James Rheim, M.D., Inc. PY 2023 · 401(k)

James Rheim, M.D., Inc. 401(k) Plan · $4M · 8 · 41st

  • VS-ST $4M
  • VS-ST 8
  • VS-ST 41st
  • VS-ST 401(k)
  • VS-ST near Gemini Solutions, Inc. 401(k) Profit Sharing Plan
  • VS-ST ind #7733

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 →

James Rheim, M.D., Inc. 401(k) Plan in the asset neighbourhood

James Rheim, M.D., Inc. 401(k) PlanJames Rheim, M.D., Inc. 401(…$4MGemini Solutions, Inc. 401(k) Profit Sharing PlanGemini Solutions, Inc. 401(k…$4MLakeshore Employment Inc 401(k) Profit Sharing Plan and TrustLakeshore Employment Inc 401…$4MThe Rediform, Inc. 401(k) PlanThe Rediform, Inc. 401(k) Pl…$4MEbryit, Inc. 401(k) Plan$4M
End-of-year total assets ($M) among James Rheim, M.D., Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

James Rheim, M.D., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All James Rheim, M.D., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 28.09994172955679% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.6M $4.61M ▲ +28.1%
Year Plans Participants Total Assets
2022 1 10 $4M
2023 1 8 $4M
2024 1 9 $5M

James Rheim, M.D., Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$529K
Employer EIN942146556
Plan Effective Date1976-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

James Rheim, M.D., Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants James Rheim, M.D., Inc. 401(k) Plan, Total assets ($B): 0.004130367 · Participants: 8James Rheim, M.D., 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
James Rheim, M.D., Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare James Rheim, M.D., Inc. 401(k) Plan side-by-side with 3 peers →

James Rheim, M.D., Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Gemini Solutions, Inc. 401(k) Profit Sharing Plan in TX ($4M); by covered participants it is Culshaw & Company LLC Employee Savings Plan in OR (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 James Rheim, M.D., Inc. 401(k) Plan assets move in 2023? ▼
James Rheim, M.D., Inc. 401(k) Plan grew at a solid clip - up 14.8% during 2023, from $4M to $4M. Reported net income was $529K.
How have James Rheim, M.D., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), James Rheim, M.D., Inc.'s sponsor-wide assets grew 28.1%, from $4M to $5M.
Which 401(k) plans are similar in size to James Rheim, M.D., Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gemini Solutions, Inc. 401(k) Profit Sharing Plan in TX ($4M, 5 participants).
Which 401(k) plans cover a similar participant headcount to James Rheim, M.D., Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Culshaw & Company LLC Employee Savings Plan in OR (8 participants, $2M 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 942146556.

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.