401(k) · DOL Form 5500 · 2022

Allergy & Asthma Associates of Santa Clara Valley 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
52
Participants Small participant base
73rd
Percentile by assets National rank
$292,967
Avg per participant High balance/head
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Official DOL plan name: Allergy & Asthma Associates Profit Sharing Plan · Sponsored by Allergy & Asthma Associates of Santa Clara Valley · California · Healthcare & Social Assistance

$15M in assets, 52 participants

Allergy & Asthma Associates of Santa Clara Valley's Allergy & Asthma Associates Profit Sharing Plan reported $15M in total assets and 52 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.

  • #15,504 in Healthcare & Social Assistance (20,060 peers)

Allergy & Asthma Associates of Santa Clara Valley multi-year trail

Allergy & Asthma Associates of Santa Clara Valley's plans moved +24.6% in assets from 2022 to 2024; this filing shows Allergy & Asthma Associates Profit Sharing Plan at $15M / 52 participants.

#15,504
in Healthcare & Social Assistance (20,060 peers)
-32.6%
assets change YoY

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Allergy & Asthma Associates Profit Sharing Plan's outsized position by total assets

Allergy & Asthma Associates Profit Sharing Plan vs every filed plan by assets

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

$15,234,309 Top 27% higher than 73% 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

Allergy & Asthma Associates Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Allergy & Asthma Associates Profit Sharing Plan is a small filing (52 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 942288723 · Allergy & Asthma Associates of Santa Clara Valley PY 2022 · 401(k)

Allergy & Asthma Associates Profit Sharing Plan · $15M · 52 · 73rd

  • ASSETS $15M
  • ASSETS 52
  • ASSETS 73rd
  • ASSETS 401(k)
  • ASSETS near Ritz-Craft Corporation Profit Sharing Retirement Plan
  • ASSETS ind #15504

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 →

Allergy & Asthma Associates Profit Sharing Plan in the asset neighbourhood

Premier Therapy LLC Employees' 401(k) PlanPremier Therapy LLC Employee…$15MAllergy & Asthma Associates Profit Sharing PlanAllergy & Asthma Associates …$15MRitz-Craft Corporation Profit Sharing Retirement PlanRitz-Craft Corporation Profi…$15MHellmuth & Johnson, PLLC 401(k) PlanHellmuth & Johnson, PLLC 401…$15MAllan Bros, Inc. 401(k) Plan and TrustAllan Bros, Inc. 401(k) Plan…$15M
End-of-year total assets ($M) among Allergy & Asthma Associates Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Allergy & Asthma Associates of Santa Clara Valley multi-year asset trail

Sponsor-wide plan assets over time

All Allergy & Asthma Associates of Santa Clara Valley plans reported in each filing year

Latest sponsor-wide plan assets
$19M 24.556683207620377% vs 2022
2024 filing year
$14M$16M$18M$20M 202220232024 $15.2M $19M ▲ +24.6%
Year Plans Participants Total Assets
2022 1 52 $15M
2023 1 53 $18M
2024 1 57 $19M

Allergy & Asthma Associates of Santa Clara Valley filing trail (2022)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$15M
Net Income-$7M
Employer EIN942288723
Plan Effective Date1985-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Allergy & Asthma Associates Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Allergy & Asthma Associates Profit Sharing Plan, Total assets ($B): 0.015234309 · Participants: 52Allergy & Asthma Associates Profit Sharing 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
Allergy & Asthma Associates Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Allergy & Asthma Associates Profit Sharing Plan side-by-side with 3 peers →

Allergy & Asthma Associates Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Ritz-Craft Corporation Profit Sharing Retirement Plan in PA ($15M); by covered participants it is Maserati North America, Inc. 401(k) Plan in MI (52 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (52 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 Allergy & Asthma Associates Profit Sharing Plan assets move in 2022? ▼
Allergy & Asthma Associates Profit Sharing Plan contracted severely - down 32.6% during 2022, from $23M to $15M. Reported net income was -$7M.
How have Allergy & Asthma Associates of Santa Clara Valley plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Allergy & Asthma Associates of Santa Clara Valley's sponsor-wide assets grew 24.6%, from $15M to $19M.
Which 401(k) plans are similar in size to Allergy & Asthma Associates Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ritz-Craft Corporation Profit Sharing Retirement Plan in PA ($15M, 379 participants).
Which 401(k) plans cover a similar participant headcount to Allergy & Asthma Associates Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Maserati North America, Inc. 401(k) Plan in MI (52 participants, N/A 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 942288723.

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.