401(k) · DOL Form 5500 · 2023
Monterey Spine & Joint 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 172
- Participants Small participant base
- 56th
- Percentile by assets National rank
- $51,199
- Avg per participant Low balance/head
Official DOL plan name: Monterey Spine & Joint, PC 401(k) Plan · Sponsored by Monterey Spine & Joint · California · Healthcare & Social Assistance
$9M in assets, 172 participants
Monterey Spine & Joint's Monterey Spine & Joint, PC 401(k) Plan reported $9M in total assets and 172 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.
- #10,868 in Healthcare & Social Assistance (17,684 peers)
Coverage in California
Monterey Spine & Joint, PC 401(k) Plan covers 172 participants in California, about 27% of the average California filer (state average ~630 per filing). Assets: $9M.
- #10,868
- in Healthcare & Social Assistance (17,684 peers)
- +17.9%
- assets growth YoY
Monterey Spine & Joint, PC 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Monterey Spine & Joint, PC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$8,806,151 Top 44% higher than 56% 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
Monterey Spine & Joint, PC 401(k) 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. Monterey Spine & Joint, PC 401(k) Plan sits mid-pack in the medium band (172 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Monterey Spine & Joint, PC 401(k) Plan reported net income rose from -$693K in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Monterey Spine & Joint, PC 401(k) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- Monterey Spine & Joint, PC 401(k) Plan reported participants rose from 148 in the plan year 2022 filing to 172 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 203198788 · Monterey Spine & Joint PY 2023 · 401(k)
Monterey Spine & Joint, PC 401(k) Plan · $9M · 172 · 56th
- RANK $9M
- PHOTO 172
- IND 56th
- EOY 401(k)
- 5500 near Nexolve Holding Company 401(k) Plan
- ASSETS ind #10868
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 →
Monterey Spine & Joint, PC 401(k) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $1M |
| Employer EIN | 203198788 |
| Plan Effective Date | 1969-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Monterey Spine & Joint)
Sponsor-wide plan assets over time
All Monterey Spine & Joint plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 31.945006877487025% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 148 | $7M |
| 2023 | 1 | 172 | $9M |
| 2024 | 1 | 168 | $10M |
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
Monterey Spine & Joint, PC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Nexolve Holding Company 401(k) Plan in AL ($9M); by covered participants it is Retail Capital LLC 401(k) Plan in MI (172 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
- Nexolve Holding Company 401(k) Plan (AL) $9M · 30
- Brusco Tug and Barge, Inc. Employees Retirement Plan (WA) $9M · 94
- Hometap Equity Partners 401(k) Plan (MA) $9M · 231
- Palmetto Goodwill 401(k) Plan (SC) $9M · 1,123
Similar participant headcount
Nearest other-state filings by covered participants (172 participants); asset peers above are excluded.
- Retail Capital LLC 401(k) Plan (MI) 172 · 0 off
- 1650 Broadway Associates, Inc. 401(k) Plan (NY) 172 · 0 off
- Miller Motorcars, Inc. 401(k) Plan (CT) 172 · 0 off
- Little John Transportation Services 401(k) Profit Sharing Plan (AR) 172 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.