401(k) · DOL Form 5500 · 2023

Red Oaks Medical Group 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
126
Participants Small participant base
62nd
Percentile by assets National rank
$93,466
Avg per participant Below avg balance/head
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Official DOL plan name: Red Oaks Medical Group 401(k) Profit Sharing Plan · Sponsored by Red Oaks Medical Group · California · Healthcare & Social Assistance

$12M in assets, 126 participants

Red Oaks Medical Group's Red Oaks Medical Group 401(k) Profit Sharing Plan reported $12M in total assets and 126 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #11,945 in Healthcare & Social Assistance (17,684 peers)

Coverage in California

Red Oaks Medical Group 401(k) Profit Sharing Plan covers 126 participants in California, about 20% of the average California filer (state average ~630 per filing). Assets: $12M.

#11,945
in Healthcare & Social Assistance (17,684 peers)
+10.4%
assets growth YoY

Red Oaks Medical Group 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Red Oaks Medical Group 401(k) Profit Sharing Plan vs every filed plan by assets

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

$11,776,707 Top 38% higher than 62% 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

Red Oaks Medical Group 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Red Oaks Medical Group 401(k) Profit Sharing Plan sits mid-pack in the medium band (126 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Red Oaks Medical Group 401(k) Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Red Oaks Medical Group 401(k) Profit Sharing Plan reported participants rose from 101 in the plan year 2022 filing to 126 in the plan year 2023 filing.
  • Red Oaks Medical Group 401(k) Profit Sharing Plan end-of-year assets rose from $11M in the plan year 2022 filing to $12M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 941750150 · Red Oaks Medical Group PY 2023 · 401(k)

Red Oaks Medical Group 401(k) Profit Sharing Plan · $12M · 126 · 62nd

  • PCT $12M
  • PCT 126
  • PCT 62nd
  • PCT 401(k)
  • PCT near S.M. Wilson & Co. 401(k) Savings Plan
  • PCT ind #11945

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 →

Red Oaks Medical Group 401(k) Profit Sharing Plan in the asset neighbourhood

Red Oaks Medical Group 401(k) Profit Sharing PlanRed Oaks Medical Group 401(k…$12MS.M. Wilson & Co. 401(k) Savings PlanS.M. Wilson & Co. 401(k) Sav…$12MAnderson Tackman & Company Retirement PlanAnderson Tackman & Company R…$12MInfoworks 401(k) Plan$12MReynolds Frizzell LLP 401(k) PlanReynolds Frizzell LLP 401(k)…$12M
End-of-year total assets ($M) among Red Oaks Medical Group 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$1M
Employer EIN941750150
Plan Effective Date1982-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Red Oaks Medical Group)

Sponsor-wide plan assets over time

All Red Oaks Medical Group plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$5M$10M$15M 202220232024 $10.7M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 101 $11M
2023 1 126 $12M
2024 1 116 N/A

Nearby 401(k) Plans in California

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

Red Oaks Medical Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Red Oaks Medical Group 401(k) Profit Sharing Plan, Total assets ($B): 0.011776707 · Participants: 126Red Oaks Medical Group 401(k) Profit Sharing 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
Red Oaks Medical Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Red Oaks Medical Group 401(k) Profit Sharing Plan side-by-side with 3 peers →

Red Oaks Medical Group 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is S.M. Wilson & Co. 401(k) Savings Plan in MO ($12M); by covered participants it is Land Clearing Specialist Inc 401(k) Profit Sharing Plan & Trust in PA (126 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (126 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 Red Oaks Medical Group 401(k) Profit Sharing Plan assets move in 2023? ▼
Red Oaks Medical Group 401(k) Profit Sharing Plan grew at a solid clip - up 10.4% during 2023, from $11M to $12M. Reported net income was $1M.
Which 401(k) plans are similar in size to Red Oaks Medical Group 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is S.M. Wilson & Co. 401(k) Savings Plan in MO ($12M, 88 participants).
Which 401(k) plans cover a similar participant headcount to Red Oaks Medical Group 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Land Clearing Specialist Inc 401(k) Profit Sharing Plan & Trust in PA (126 participants, $4M 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 941750150.

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.