Profit Sharing · DOL Form 5500 · 2023
San Fernando Valley Urological Associates Profit Sharing Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 21
- Participants Small participant base
- 40th
- Percentile by assets National rank
- $186,936
- Avg per participant Above avg balance/head
Official DOL plan name: San Fernando Valley Urological Associates Profit Sharing Plan · Sponsored by San Fernando Valley Urological Associates · California · Healthcare & Social Assistance
$4M in assets, 21 participants
San Fernando Valley Urological Associates's San Fernando Valley Urological Associates Profit Sharing Plan reported $4M in total assets and 21 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.
- #7,496 in Healthcare & Social Assistance (17,684 peers)
San Fernando Valley Urological Associates multi-year trail
San Fernando Valley Urological Associates's plans moved -90.6% in assets from 2022 to 2024; this filing shows San Fernando Valley Urological Associates Profit Sharing Plan at $4M / 21 participants.
- #7,496
- in Healthcare & Social Assistance (17,684 peers)
- -10.1%
- assets change YoY
The plan reported a net loss of $440K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
San Fernando Valley Urological Associates Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
San Fernando Valley Urological Associates Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,925,657 40th percentile higher than 40% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
San Fernando Valley Urological Associates Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. San Fernando Valley Urological Associates Profit Sharing Plan is a small filing (21 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- San Fernando Valley Urological Associates Profit Sharing Plan reported net income fell from -$251K in the plan year 2022 filing to -$440K in the plan year 2023 filing.
- San Fernando Valley Urological Associates Profit Sharing Plan reported participants rose from 18 in the plan year 2022 filing to 21 in the plan year 2023 filing.
- San Fernando Valley Urological Associates Profit Sharing Plan end-of-year assets fell from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 952597573 · San Fernando Valley Urological Associates PY 2023 · Profit Sharing
San Fernando Valley Urological Associates Profit Sharing Plan · $4M · 21 · 40th
- TYPE $4M
- NET 21
- BOOK 40th
- VS-ST Profit Sharing
- BOY near Child & Family Agency of Southeastern Connecticut 403(b) Plan
- SCH ind #7496
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 →
San Fernando Valley Urological Associates Profit Sharing Plan in the asset neighbourhood
San Fernando Valley Urological Associates multi-year asset trail
Sponsor-wide plan assets over time
All San Fernando Valley Urological Associates plans reported in each filing year
- Latest sponsor-wide plan assets
- $409K 90.63347132150955% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 18 | $4M |
| 2023 | 1 | 21 | $4M |
| 2024 | 1 | 21 | $409K |
San Fernando Valley Urological Associates filing trail (2023)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$440K |
| Employer EIN | 952597573 |
| Plan Effective Date | 1970-05-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in California
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Intel Retirement Contribution Plan $7.2B · 21,513
- Scpmg Keogh Plan $6.8B · 10,125
- Motion Picture Industry Individual Account Plan $5.9B · 71,071
- Memorialcare Retirement Plan $1.3B · 4,728
- Disney Retirement Savings Plan $1.1B · 37,110
San Fernando Valley Urological Associates Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside California, the nearest Profit Sharing by assets is Child & Family Agency of Southeastern Connecticut 403(b) Plan in CT ($4M); by covered participants it is Lowell Anesthesiology Service, Inc. Profit Sharing Plan in MA (21 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (21 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.