401(k) · DOL Form 5500 · 2023
Allergy & Asthma Associates of Santa Clara Valley 401(k) Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 53
- Participants Small participant base
- 71st
- Percentile by assets National rank
- $337,629
- Avg per participant High balance/head
Official DOL plan name: Allergy & Asthma Associates Profit Sharing Plan · Sponsored by Allergy & Asthma Associates of Santa Clara Valley · California · Healthcare & Social Assistance
$18M in assets, 53 participants
Allergy & Asthma Associates of Santa Clara Valley's Allergy & Asthma Associates Profit Sharing Plan reported $18M in total assets and 53 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.
- #13,303 in Healthcare & Social Assistance (17,684 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 $18M / 53 participants.
- #13,303
- in Healthcare & Social Assistance (17,684 peers)
- +17.5%
- assets growth YoY
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 2023 · DOL Form 5500
$17,894,319 Top 29% higher than 71% 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
Allergy & Asthma 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. Allergy & Asthma Associates Profit Sharing Plan is a small filing (53 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Allergy & Asthma Associates Profit Sharing Plan reported net income rose from -$7M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Allergy & Asthma Associates Profit Sharing Plan end-of-year assets rose from $15M in the plan year 2022 filing to $18M in the plan year 2023 filing.
- Allergy & Asthma Associates Profit Sharing Plan reported participants rose from 52 in the plan year 2022 filing to 53 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 942288723 · Allergy & Asthma Associates of Santa Clara Valley PY 2023 · 401(k)
Allergy & Asthma Associates Profit Sharing Plan · $18M · 53 · 71st
- EBSA $18M
- EBSA 53
- EBSA 71st
- EBSA 401(k)
- EBSA near Ipas, Inc. 401(k) Plan
- EBSA ind #13303
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
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
| 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 (2023)
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | $3M |
| Employer EIN | 942288723 |
| Plan Effective Date | 1985-07-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
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 Ipas, Inc. 401(k) Plan in NC ($18M); by covered participants it is Stuart Hose & Pipe Company, Ltd. 401(k) Profit Sharing Plan in TX (53 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
- Ipas, Inc. 401(k) Plan (NC) $18M · 82
- Radians, Inc. 401(k) Plan (TN) $18M · 417
- Emi Industries, LLC 401(k) & Bonus Plan (FL) $18M · 302
- Richard C. Mather D.V.M.,Inc. 401(k) Profit Sharing Plan (OH) $18M · 23
Similar participant headcount
Nearest other-state filings by covered participants (53 participants); asset peers above are excluded.
- Stuart Hose & Pipe Company, Ltd. 401(k) Profit Sharing Plan (TX) 53 · 0 off
- The Cbiz 401 (K) Pep (FL) 53 · 0 off
- Prent Puerto Rico Employees' Retirement Plan (PR) 53 · 0 off
- F & F Distributors, Inc. 401(k) Savings Plan (CT) 53 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.