401(k) · DOL Form 5500 · 2023
San Bernardino Medical Orthopaedic Group, Inc. 401(k) Plan
Data updated 2026-08-25
- $33M
- Total assets Below avg plan size
- 322
- Participants Below avg headcount
- 81st
- Percentile by assets National rank
- $103,633
- Avg per participant Below avg balance/head
Official DOL plan name: San Bernardino Medical Orthopaedic Group, Inc. Dba Arrowhead Orthopaedics 401(k) Profit Sharing Plan · Sponsored by San Bernardino Medical Orthopaedic Group, Inc. · California · Healthcare & Social Assistance
$33M in assets, 322 participants
San Bernardino Medical Orthopaedic Group, Inc.'s San Bernardino Medical Orthopaedic Group, Inc. Dba Arrowhead Orthopaedics 401(k) Profit Sharing Plan reported $33M in total assets and 322 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.
- #14,780 in Healthcare & Social Assistance (17,684 peers)
Where San Bernardino Medical Orthopaedic Group, Inc. Dba Arrowhead Orthopaedics 401(k) Profit Sharing Plan sits by assets
San Bernardino Medical Orthopaedic Group, Inc. Dba Arrowhead Orthopaedics 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $33M for 322 participants (~$103,633/participant), up 26.2% in 2023.
- #14,780
- in Healthcare & Social Assistance (17,684 peers)
- +26.2%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
San Bernardino Medical Orthopaedic Group, Inc. Dba Arrowhead Orthopaedics 401(k) Profit Sharing Plan's outsized position by total assets
San Bernardino Medical Orthopaedic Group, Inc. Dba Arrowhead Orthopaedics 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$33,369,754 Top 19% higher than 81% 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
San Bernardino Medical Orthopaedic Group, Inc. Dba Arrowhead Orthopaedics 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. San Bernardino Medical Orthopaedic Group, Inc. Dba Arrowhead Orthopaedics 401(k) Profit Sharing Plan sits mid-pack in the medium band (322 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- San Bernardino Medical Orthopaedic Group, Inc. Dba Arrowhead Orthopaedics 401(k) Profit Sharing Plan reported net income rose from -$4M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- San Bernardino Medical Orthopaedic Group, Inc. Dba Arrowhead Orthopaedics 401(k) Profit Sharing Plan end-of-year assets rose from $26M in the plan year 2022 filing to $33M in the plan year 2023 filing.
- San Bernardino Medical Orthopaedic Group, Inc. Dba Arrowhead Orthopaedics 401(k) Profit Sharing Plan reported participants rose from 273 in the plan year 2022 filing to 322 in the plan year 2023 filing.
DOL schedule card
Filing strip 330376200 · San Bernardino Medical Orthopaedic Group, Inc. PY 2023 · 401(k)
San Bernardino Medical Orthopaedic Group, Inc. Dba Arrowhead Orthopaedics 401(k) Profit Sharing Plan · $33M · 322 · 81st
- 5500 $33M
- 5500 322
- 5500 81st
- 5500 401(k)
- 5500 near Iomsa, P.C. Retirement Plan
- 5500 ind #14780
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 →
San Bernardino Medical Orthopaedic Group, Inc. Dba Arrowhead Orthopaedics 401(k) Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $33M |
| Net Income | $7M |
| Employer EIN | 330376200 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (San Bernardino Medical Orthopaedic Group, Inc.)
Sponsor-wide plan assets over time
All San Bernardino Medical Orthopaedic Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $40M 53.03695159027075% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 273 | $26M |
| 2023 | 1 | 322 | $33M |
| 2024 | 1 | 335 | $40M |
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
San Bernardino Medical Orthopaedic Group, Inc. Dba Arrowhead Orthopaedics 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 Iomsa, P.C. Retirement Plan in IN ($33M); by covered participants it is The Doctors Clinic, a P. C. 401(k) Profit Sharing Plan in WA (322 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($33M here).
Similar participant headcount
Nearest other-state filings by covered participants (322 participants); asset peers above are excluded.
- The Doctors Clinic, a P. C. 401(k) Profit Sharing Plan (WA) 322 · 0 off
- Denier Electric Co., Inc. Savings & Investment Plan (OH) 322 · 0 off
- Dierbergs Markets, Inc. 401(k) Plan (MO) 322 · 0 off
- Safe Federal Credit Union 401(k) Plan (SC) 322 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.