401(k) · DOL Form 5500 · 2023

Bay Area Hospitalists PA 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
43
Participants Small participant base
60th
Percentile by assets National rank
$249,908
Avg per participant Above avg balance/head
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Official DOL plan name: Bay Area Hospitalists PA 401(k) Profit Sharing Plan & Trust · Sponsored by Bay Area Hospitalists PA · Florida · Healthcare & Social Assistance

$11M in assets, 43 participants

Bay Area Hospitalists PA's Bay Area Hospitalists PA 401(k) Profit Sharing Plan & Trust reported $11M in total assets and 43 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.

  • #11,616 in Healthcare & Social Assistance (17,684 peers)

Bay Area Hospitalists PA multi-year trail

Bay Area Hospitalists PA's plans moved +24.4% in assets from 2023 to 2024; this filing shows Bay Area Hospitalists PA 401(k) Profit Sharing Plan & Trust at $11M / 43 participants.

#11,616
in Healthcare & Social Assistance (17,684 peers)
+36.9%
assets growth YoY

Bay Area Hospitalists PA 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Bay Area Hospitalists PA 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$10,746,050 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

Bay Area Hospitalists PA 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bay Area Hospitalists PA 401(k) Profit Sharing Plan & Trust is a small filing (43 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 593624983 · Bay Area Hospitalists PA PY 2023 · 401(k)

Bay Area Hospitalists PA 401(k) Profit Sharing Plan & Trust · $11M · 43 · 60th

  • PCT $11M
  • PCT 43
  • PCT 60th
  • PCT 401(k)
  • PCT near Valley Health Services, Inc. Employee Savings and Protection Plan
  • PCT ind #11616

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 Florida →

Bay Area Hospitalists PA 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Bay Area Hospitalists PA 401(k) Profit Sharing Plan & TrustBay Area Hospitalists PA 401…$11MValley Health Services, Inc. Employee Savings and Protection PlanValley Health Services, Inc.…$11MPower Sales & Advertising, Inc. 401(k) PlanPower Sales & Advertising, I…$11MSooner Southwest Bankshares, Inc. 401(k) Profit Sharing PlanSooner Southwest Bankshares,…$11MSierra Hematology & Oncology Medical Center Apc 401(k) Profit Sharing PlanSierra Hematology & Oncology…$11M
End-of-year total assets ($M) among Bay Area Hospitalists PA 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Bay Area Hospitalists PA multi-year asset trail

Sponsor-wide plan assets over time

All Bay Area Hospitalists PA plans reported in each filing year

Latest sponsor-wide plan assets
$13M 24.40985292270183% vs 2023
2024 filing year
$10M$11M$12M$13M$14M 20232024 $10.8M $13.4M ▲ +24.4%
Year Plans Participants Total Assets
2023 1 43 $11M
2024 1 40 $13M

Bay Area Hospitalists PA filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$11M
Net Income$3M
Employer EIN593624983
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Bay Area Hospitalists PA 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Bay Area Hospitalists PA 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.01074605 · Participants: 43Bay Area Hospitalists PA 401(k) Profit Sharing Plan & TrustL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Bay Area Hospitalists PA 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants

Bay Area Hospitalists PA 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Valley Health Services, Inc. Employee Savings and Protection Plan in NY ($11M); by covered participants it is Texas Shafts, Inc. Profit Sharing Plan in TX (43 participants). Same-state nearby plans are listed separately above.

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 Bay Area Hospitalists PA 401(k) Profit Sharing Plan & Trust assets move in 2023?
Bay Area Hospitalists PA 401(k) Profit Sharing Plan & Trust surged - up 36.9% during 2023, from $8M to $11M. Reported net income was $3M.
How have Bay Area Hospitalists PA plan assets changed over time?
Across 2 plan years on file (2023-2024), Bay Area Hospitalists PA's sponsor-wide assets grew 24.4%, from $11M to $13M.
Which 401(k) plans are similar in size to Bay Area Hospitalists PA 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by assets is Valley Health Services, Inc. Employee Savings and Protection Plan in NY ($11M, 202 participants).
Which 401(k) plans cover a similar participant headcount to Bay Area Hospitalists PA 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by covered participants is Texas Shafts, Inc. Profit Sharing Plan in TX (43 participants, $3M in assets).