401(k) · DOL Form 5500 · 2023
Pulmonary Associates of Stockton, Gp 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 22
- Participants Small participant base
- 35th
- Percentile by assets National rank
- $132,952
- Avg per participant Near avg balance/head
Official DOL plan name: Pulmonary Associates of Stockton, Gp 401(k) Profit Sharing Plan · Sponsored by Pulmonary Associates of Stockton, Gp · California · Healthcare & Social Assistance
$3M in assets, 22 participants
Pulmonary Associates of Stockton, Gp's Pulmonary Associates of Stockton, Gp 401(k) Profit Sharing Plan reported $3M in total assets and 22 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.
- #6,398 in Healthcare & Social Assistance (17,684 peers)
Pulmonary Associates of Stockton, Gp multi-year trail
Pulmonary Associates of Stockton, Gp's plans moved +94.7% in assets from 2022 to 2024; this filing shows Pulmonary Associates of Stockton, Gp 401(k) Profit Sharing Plan at $3M / 22 participants.
- #6,398
- in Healthcare & Social Assistance (17,684 peers)
- +17.1%
- assets growth YoY
Pulmonary Associates of Stockton, Gp 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Pulmonary Associates of Stockton, Gp 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,924,939 35th percentile higher than 35% 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
Pulmonary Associates of Stockton, Gp 401(k) 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. Pulmonary Associates of Stockton, Gp 401(k) Profit Sharing Plan is a small filing (22 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Pulmonary Associates of Stockton, Gp 401(k) Profit Sharing Plan reported net income rose from -$448K in the plan year 2022 filing to $428K in the plan year 2023 filing.
- Pulmonary Associates of Stockton, Gp 401(k) Profit Sharing Plan reported participants rose from 15 in the plan year 2022 filing to 22 in the plan year 2023 filing.
- Pulmonary Associates of Stockton, Gp 401(k) Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
DOL schedule card
Filing strip 465161570 · Pulmonary Associates of Stockton, Gp PY 2023 · 401(k)
Pulmonary Associates of Stockton, Gp 401(k) Profit Sharing Plan · $3M · 22 · 35th
- RANK $3M
- PHOTO 22
- IND 35th
- EOY 401(k)
- 5500 near Conexus Medstaff, LLC 401(k) Plan
- ASSETS ind #6398
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 →
Pulmonary Associates of Stockton, Gp 401(k) Profit Sharing Plan in the asset neighbourhood
Pulmonary Associates of Stockton, Gp multi-year asset trail
Sponsor-wide plan assets over time
All Pulmonary Associates of Stockton, Gp plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 94.68798058439062% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 15 | $2M |
| 2023 | 1 | 22 | $3M |
| 2024 | 1 | 22 | $5M |
Pulmonary Associates of Stockton, Gp filing trail (2023)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $428K |
| Employer EIN | 465161570 |
| Plan Effective Date | 2011-01-01 |
| 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
Pulmonary Associates of Stockton, Gp 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 Conexus Medstaff, LLC 401(k) Plan in TX ($3M); by covered participants it is Acm Ventures, Inc. 401(k) Profit Sharing Plan in NC (22 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
- Conexus Medstaff, LLC 401(k) Plan (TX) $3M · 283
- Kids on the Move 401(k) Plan (UT) $3M · 212
- The Signature Real Estate Companies 401(k) Plan (FL) $3M · 30
- Carnow, Inc. 401(k) Plan (NC) $3M · 216
Similar participant headcount
Nearest other-state filings by covered participants (22 participants); asset peers above are excluded.
- Acm Ventures, Inc. 401(k) Profit Sharing Plan (NC) 22 · 0 off
- Ulrich Consulting Group 401(k) Profit Sharing Plan (NM) 22 · 0 off
- Zimmerman Edelson Inc. 401(k) Profit Sharing Plan (NY) 22 · 0 off
- First Bank ESOP/401(k) (OK) 22 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.