401(k) · DOL Form 5500 · 2022

Orange County Thoracic & Cardiovascular Surgeons 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
10
Participants Small participant base
48th
Percentile by assets National rank
$432,270
Avg per participant High balance/head
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Official DOL plan name: Orange County Thoracic & Cardiovascular Surgeons 401(k) Plan · Sponsored by Orange County Thoracic & Cardiovascular Surgeons · California · Healthcare & Social Assistance

$4M in assets, 10 participants

Orange County Thoracic & Cardiovascular Surgeons's Orange County Thoracic & Cardiovascular Surgeons 401(k) Plan reported $4M in total assets and 10 participants in its 2022 DOL Form 5500 filing, ranking in the 48th 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.

  • #10,590 in Healthcare & Social Assistance (20,060 peers)

Orange County Thoracic & Cardiovascular Surgeons multi-year trail

Orange County Thoracic & Cardiovascular Surgeons's plans moved +30.4% in assets from 2022 to 2024; this filing shows Orange County Thoracic & Cardiovascular Surgeons 401(k) Plan at $4M / 10 participants.

#10,590
in Healthcare & Social Assistance (20,060 peers)
-15.0%
assets change YoY

The plan reported a net loss of $765K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Orange County Thoracic & Cardiovascular Surgeons 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Orange County Thoracic & Cardiovascular Surgeons 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$4,322,704 48th percentile higher than 48% of 139,123 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 2022

Orange County Thoracic & Cardiovascular Surgeons 401(k) Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Orange County Thoracic & Cardiovascular Surgeons 401(k) Plan is a micro filing (10 participants), the leftmost band.

DOL schedule card

Filing strip 330638112 · Orange County Thoracic & Cardiovascular Surgeons PY 2022 · 401(k)

Orange County Thoracic & Cardiovascular Surgeons 401(k) Plan · $4M · 10 · 48th

  • TYPE $4M
  • NET 10
  • BOOK 48th
  • VS-ST 401(k)
  • BOY near Sitex Corporation Team Members Retirement Plan
  • SCH ind #10590

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 →

Orange County Thoracic & Cardiovascular Surgeons 401(k) Plan in the asset neighbourhood

Orange County Thoracic & Cardiovascular Surgeons 401(k) PlanOrange County Thoracic & Car…$4MSitex Corporation Team Members Retirement PlanSitex Corporation Team Membe…$4MHospitality Services, Inc. 401(k) PlanHospitality Services, Inc. 4…$4MPro Food Systems, Inc. 401(k) PlanPro Food Systems, Inc. 401(k…$4MIsland Creek Associates 401(k) Profit Sharing Plan and TrustIsland Creek Associates 401(…$4M
End-of-year total assets ($M) among Orange County Thoracic & Cardiovascular Surgeons 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Orange County Thoracic & Cardiovascular Surgeons multi-year asset trail

Sponsor-wide plan assets over time

All Orange County Thoracic & Cardiovascular Surgeons plans reported in each filing year

Latest sponsor-wide plan assets
$6M 30.408628488094493% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M 202220232024 $4.32M $5.64M ▲ +30.6%
Year Plans Participants Total Assets
2022 1 10 $4M
2023 1 11 $5M
2024 1 11 $6M

Orange County Thoracic & Cardiovascular Surgeons filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$765K
Employer EIN330638112
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Orange County Thoracic & Cardiovascular Surgeons 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Orange County Thoracic & Cardiovascular Surgeons 401(k) Plan, Total assets ($B): 0.004322704 · Participants: 10Orange County Thoracic & Cardiovascular Surgeons 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Orange County Thoracic & Cardiovascular Surgeons 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Orange County Thoracic & Cardiovascular Surgeons 401(k) Plan side-by-side with 3 peers →

Orange County Thoracic & Cardiovascular Surgeons 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Sitex Corporation Team Members Retirement Plan in KY ($4M); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Orange County Thoracic & Cardiovascular Surgeons 401(k) Plan assets move in 2022? ▼
Orange County Thoracic & Cardiovascular Surgeons 401(k) Plan declined sharply - down 15.0% during 2022, from $5M to $4M. Reported net income was -$765K.
How have Orange County Thoracic & Cardiovascular Surgeons plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Orange County Thoracic & Cardiovascular Surgeons's sponsor-wide assets grew 30.4%, from $4M to $6M.
Which 401(k) plans are similar in size to Orange County Thoracic & Cardiovascular Surgeons 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sitex Corporation Team Members Retirement Plan in KY ($4M, 123 participants).
Which 401(k) plans cover a similar participant headcount to Orange County Thoracic & Cardiovascular Surgeons 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 330638112.

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.