401(k) · DOL Form 5500 · 2023

Steven H. Sloan, M.D., Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
3
Participants Small participant base
53rd
Percentile by assets National rank
$2.6M
Avg per participant High balance/head
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Official DOL plan name: Steven H. Sloan, M.D., Inc. 401(k) Plan · Sponsored by Steven H. Sloan, M.D., Inc. · California · Healthcare & Social Assistance

$8M in assets, 3 participants

Steven H. Sloan, M.D., Inc.'s Steven H. Sloan, M.D., Inc. 401(k) Plan reported $8M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #10,381 in Healthcare & Social Assistance (17,684 peers)

Steven H. Sloan, M.D., Inc. multi-year trail

Steven H. Sloan, M.D., Inc.'s plans moved +36.8% in assets from 2022 to 2024; this filing shows Steven H. Sloan, M.D., Inc. 401(k) Plan at $8M / 3 participants.

#10,381
in Healthcare & Social Assistance (17,684 peers)
+25.9%
assets growth YoY

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

Steven H. Sloan, M.D., Inc. 401(k) Plan vs every filed plan by assets

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

$7,777,976 Top 47% higher than 53% 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

Steven H. Sloan, 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. Steven H. Sloan, M.D., Inc. 401(k) Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Steven H. Sloan, M.D., Inc. 401(k) Plan reported net income rose from -$264K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Steven H. Sloan, M.D., Inc. 401(k) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 753058533 · Steven H. Sloan, M.D., Inc. PY 2023 · 401(k)

Steven H. Sloan, M.D., Inc. 401(k) Plan · $8M · 3 · 53rd

  • SCH $8M
  • EBSA 3
  • PART 53rd
  • TYPE 401(k)
  • NET near Sac Finance, Inc. 401(k) Plan
  • BOOK ind #10381

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 →

Steven H. Sloan, M.D., Inc. 401(k) Plan in the asset neighbourhood

Steven H. Sloan, M.D., Inc. 401(k) PlanSteven H. Sloan, M.D., Inc. …$8MSac Finance, Inc. 401(k) Plan$8MTechnology Solutions Provider, Inc. 401(k) PlanTechnology Solutions Provide…$8MA.D. Transport 401(k) Profit Sharing PlanA.D. Transport 401(k) Profit…$8MFreightwaves, Inc. 401(k) PlanFreightwaves, Inc. 401(k) Pl…$8M
End-of-year total assets ($M) among Steven H. Sloan, M.D., Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Steven H. Sloan, M.D., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Steven H. Sloan, M.D., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 36.805471220101126% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $6.18M $8.45M ▲ +36.7%
Year Plans Participants Total Assets
2022 1 3 $6M
2023 1 3 $8M
2024 1 3 $8M

Steven H. Sloan, M.D., Inc. filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN753058533
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Steven H. Sloan, 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 ($B) Participants Steven H. Sloan, M.D., Inc. 401(k) Plan, Total assets ($B): 0.007777976 · Participants: 3Steven H. Sloan, 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
Steven H. Sloan, M.D., Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Steven H. Sloan, M.D., Inc. 401(k) Plan side-by-side with 3 peers →

Steven H. Sloan, 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 Sac Finance, Inc. 401(k) Plan in IN ($8M); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

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 Steven H. Sloan, M.D., Inc. 401(k) Plan assets move in 2023? ▼
Steven H. Sloan, M.D., Inc. 401(k) Plan grew sharply - up 25.9% during 2023, from $6M to $8M. Reported net income was $2M.
How have Steven H. Sloan, M.D., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Steven H. Sloan, M.D., Inc.'s sponsor-wide assets grew 36.8%, from $6M to $8M.
Which 401(k) plans are similar in size to Steven H. Sloan, M.D., Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sac Finance, Inc. 401(k) Plan in IN ($8M, 238 participants).
Which 401(k) plans cover a similar participant headcount to Steven H. Sloan, M.D., Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 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 753058533.

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.