Profit Sharing · DOL Form 5500 · 2023

Valley Gastroenterology Medical Group, a Medical Corporation Profit Sharing Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
3
Participants Small participant base
52nd
Percentile by assets National rank
$2.5M
Avg per participant High balance/head
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Official DOL plan name: Valley Gastroenterology Medical Group Profit Sharing Plan · Sponsored by Valley Gastroenterology Medical Group, a Medical Corporation · California · Healthcare & Social Assistance

$7M in assets, 3 participants

Valley Gastroenterology Medical Group, a Medical Corporation's Valley Gastroenterology Medical Group Profit Sharing Plan reported $7M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #10,154 in Healthcare & Social Assistance (17,684 peers)

2023 asset change

Valley Gastroenterology Medical Group Profit Sharing Plan grew at a solid clip 11.3% in 2023 ($7M → $7M) for 3 participants.

#10,154
in Healthcare & Social Assistance (17,684 peers)
+11.3%
assets growth YoY

Valley Gastroenterology Medical Group Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Valley Gastroenterology Medical Group Profit Sharing Plan vs every filed plan by assets

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

$7,388,683 Top 48% higher than 52% 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

Valley Gastroenterology Medical Group Profit Sharing 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. Valley Gastroenterology Medical Group Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Valley Gastroenterology Medical Group Profit Sharing Plan reported net income rose from $516K in the plan year 2022 filing to $751K in the plan year 2023 filing.
  • Valley Gastroenterology Medical Group Profit Sharing Plan end-of-year assets rose from $7M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 953178273 · Valley Gastroenterology Medical Group, a Medical Corporation PY 2023 · Profit Sharing

Valley Gastroenterology Medical Group Profit Sharing Plan · $7M · 3 · 52nd

  • PHOTO $7M
  • IND 3
  • EOY 52nd
  • 5500 Profit Sharing
  • ASSETS near Andrews Brothers, Inc. Employees Profit Sharing Plan and Trust
  • PCT ind #10154

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 →

Valley Gastroenterology Medical Group Profit Sharing Plan in the asset neighbourhood

Nestle Professional Employees Retirement PlanNestle Professional Employee…$7MValley Gastroenterology Medical Group Profit Sharing PlanValley Gastroenterology Medi…$7MAndrews Brothers, Inc. Employees Profit Sharing Plan and TrustAndrews Brothers, Inc. Emplo…$7MPand Corporation Profit Sharing PlanPand Corporation Profit Shar…$7MThe Charles Stube Company Inc. Profit Sharing PlanThe Charles Stube Company In…$7M
End-of-year total assets ($M) among Valley Gastroenterology Medical Group Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Valley Gastroenterology Medical Group, a Medical Corporation years around the 2023 move

Sponsor-wide plan assets over time

All Valley Gastroenterology Medical Group, a Medical Corporation plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$5M$10M 202220232024 $6.64M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 3 $7M
2023 1 3 $7M
2024 1 3 N/A

2023 asset-move particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$751K
Employer EIN953178273
Plan Effective Date1977-08-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Valley Gastroenterology Medical Group Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Valley Gastroenterology Medical Group Profit Sharing Plan, Total assets ($B): 0.007388683 · Participants: 3Valley Gastroenterology Medical Group Profit Sharing PlanIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
Valley Gastroenterology Medical Group Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Valley Gastroenterology Medical Group Profit Sharing Plan side-by-side with 3 peers →

Valley Gastroenterology Medical Group Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Andrews Brothers, Inc. Employees Profit Sharing Plan and Trust in MI ($7M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Valley Gastroenterology Medical Group Profit Sharing Plan assets move in 2023? ▼
Valley Gastroenterology Medical Group Profit Sharing Plan grew at a solid clip - up 11.3% during 2023, from $7M to $7M. Reported net income was $751K.
Which Profit Sharing plans are similar in size to Valley Gastroenterology Medical Group Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Andrews Brothers, Inc. Employees Profit Sharing Plan and Trust in MI ($7M, 12 participants).
Which Profit Sharing plans cover a similar participant headcount to Valley Gastroenterology Medical Group Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $751K 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 953178273.

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.