401(k) · DOL Form 5500 · 2023

Menlo Medical Clinic 401(k) Plan

Data updated 2026-08-25

$73M
Total assets Below avg plan size
59
Participants Small participant base
89th
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Menlo Medical Clinic 401(k) Profit Sharing Plan · Sponsored by Menlo Medical Clinic · California · Healthcare & Social Assistance

$73M in assets, 59 participants

Menlo Medical Clinic's Menlo Medical Clinic 401(k) Profit Sharing Plan reported $73M in total assets and 59 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #16,012 in Healthcare & Social Assistance (17,684 peers)

Where Menlo Medical Clinic 401(k) Profit Sharing Plan sits by assets

Menlo Medical Clinic 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $73M for 59 participants (~$1.2M/participant), up 22.2% in 2023.

#16,012
in Healthcare & Social Assistance (17,684 peers)
+22.2%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Menlo Medical Clinic 401(k) Profit Sharing Plan's outsized position by total assets

Menlo Medical Clinic 401(k) Profit Sharing Plan vs every filed plan by assets

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

$72,822,863 Top 11% higher than 89% 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

Menlo Medical Clinic 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. Menlo Medical Clinic 401(k) Profit Sharing Plan is a small filing (59 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Menlo Medical Clinic 401(k) Profit Sharing Plan reported net income rose from -$9M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Menlo Medical Clinic 401(k) Profit Sharing Plan end-of-year assets rose from $60M in the plan year 2022 filing to $73M in the plan year 2023 filing.
  • Menlo Medical Clinic 401(k) Profit Sharing Plan reported participants fell from 64 in the plan year 2022 filing to 59 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 800656446 · Menlo Medical Clinic PY 2023 · 401(k)

Menlo Medical Clinic 401(k) Profit Sharing Plan · $73M · 59 · 89th

  • SCH $73M
  • EBSA 59
  • PART 89th
  • TYPE 401(k)
  • NET near The Lampo Group, LLC 401(k) Plan
  • BOOK ind #16012

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 →

Menlo Medical Clinic 401(k) Profit Sharing Plan in the asset neighbourhood

Delmar Gardens Enterprises, Inc. 401(k) Profit Sharing PlanDelmar Gardens Enterprises, …$73MThe Lampo Group, LLC 401(k) PlanThe Lampo Group, LLC 401(k) …$73MMenlo Medical Clinic 401(k) Profit Sharing PlanMenlo Medical Clinic 401(k) …$73MCellular Sales of Knoxville, Inc. 401(k) PlanCellular Sales of Knoxville,…$73MGlobal Indemnity 401(k) Plan$73M
End-of-year total assets ($M) among Menlo Medical Clinic 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$60M
Net Assets (End of Year)$73M
Net Income$13M
Employer EIN800656446
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Menlo Medical Clinic)

Sponsor-wide plan assets over time

All Menlo Medical Clinic plans reported in each filing year

Latest sponsor-wide plan assets
$87M 45.53450904769473% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $59.6M $86.7M ▲ +45.5%
Year Plans Participants Total Assets
2022 1 64 $60M
2023 1 59 $73M
2024 1 69 $87M

Nearby 401(k) Plans in California

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

Menlo Medical Clinic 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 ($B) Participants Menlo Medical Clinic 401(k) Profit Sharing Plan, Total assets ($B): 0.072822863 · Participants: 59Menlo Medical Clinic 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
Menlo Medical Clinic 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Menlo Medical Clinic 401(k) Profit Sharing Plan side-by-side with 3 peers →

Menlo Medical Clinic 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 The Lampo Group, LLC 401(k) Plan in TN ($73M); by covered participants it is Pretzels, Inc. 401(k) in IN (59 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($73M here).

Similar participant headcount

Nearest other-state filings by covered participants (59 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 Menlo Medical Clinic 401(k) Profit Sharing Plan assets move in 2023? ▼
Menlo Medical Clinic 401(k) Profit Sharing Plan grew sharply - up 22.2% during 2023, from $60M to $73M. Reported net income was $13M.
How have Menlo Medical Clinic plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Menlo Medical Clinic's sponsor-wide assets grew 45.5%, from $60M to $87M.
Where does Menlo Medical Clinic 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Menlo Medical Clinic 401(k) Profit Sharing Plan ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Menlo Medical Clinic 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Lampo Group, LLC 401(k) Plan in TN ($73M, 1,044 participants).
Which 401(k) plans cover a similar participant headcount to Menlo Medical Clinic 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pretzels, Inc. 401(k) in IN (59 participants, N/A 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 800656446.

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.