401(k) · DOL Form 5500 · 2023

San Bernardino Medical Orthopaedic Group, Inc. 401(k) Plan

Data updated 2026-08-11

$33M
Total assets
322
Participants
81st
Percentile by assets
$103,633
Avg per participant
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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.

  • 81st percentile by assets (of 127,072 plans)
  • #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.

$33M
total plan assets (2023 EOY)
322
covered participants
81st
percentile by assets (of 127,072 plans)
$103,633
avg assets per participant

Where San Bernardino Medical Orthopaedic Group, Inc. Dba Arrowhead Orthopaedics 401(k) Profit Sharing Plan sits 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

This plan $0 $2,010,000,000 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

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.

See the national 2022→2023 release diff →

State
California
Industry
Healthcare & Social Assistance

San Bernardino Medical Orthopaedic Group, Inc. Dba Arrowhead Orthopaedics 401(k) Profit Sharing Plan vs the 2023 asset distribution

By assets, San Bernardino Medical Orthopaedic Group, Inc. Dba Arrowhead Orthopaedics 401(k) Profit Sharing Plan outranks 81% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$33M
Net Income$7M
Employer EIN330376200
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (San Bernardino Medical Orthopaedic Group, Inc.)

$25M$30M$35M$40M$45M 202220232024 $26.4M $40.5M ▲ +53.0%
Total plan assets by year, all San Bernardino Medical Orthopaedic Group, Inc. plans on file
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.

San Bernardino Medical Orthopaedic Group, Inc. Dba Arrowhead Orthopaedics 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 ($B) Participants San Bernardino Medic…, Total assets ($B): 0.033369754 · Participants: 322San Bernardino Medic…Wells Fargo & Compan…, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Compan…Google LLC 401(k) Sa…, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Sa…Oracle Corporation 4…, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 4…Intel 401(k) Savings…, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings…Apple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
San Bernardino Medical Orthopaedic Group, Inc. Dba Arrowhead Orthopaedics 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare San Bernardino Medical Orthopaedic Group… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to San Bernardino Medical Orthopaedic Group, Inc. Dba Arrowhead Orthopaedics 401(k) Profit Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did San Bernardino Medical Orthopaedic Group, Inc. Dba Arrowhead Orthopaedics 401(k) Profit Sharing Plan assets move in 2023? ▼
San Bernardino Medical Orthopaedic Group, Inc. Dba Arrowhead Orthopaedics 401(k) Profit Sharing Plan grew sharply - up 26.2% during 2023, from $26M to $33M. Reported net income was $7M.
How have San Bernardino Medical Orthopaedic Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), San Bernardino Medical Orthopaedic Group, Inc.'s sponsor-wide assets grew 53.0%, from $26M to $40M.
Where does San Bernardino Medical Orthopaedic Group, Inc. Dba Arrowhead Orthopaedics 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
San Bernardino Medical Orthopaedic Group, Inc. Dba Arrowhead Orthopaedics 401(k) Profit Sharing Plan ranks in the 81st 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 San Bernardino Medical Orthopaedic Group, Inc. Dba Arrowhead Orthopaedics 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Iomsa, P.C. Retirement Plan in IN ($33M, 105 participants).

Next read for San Bernardino Medical Orthopaedic Group…

Scale reading

Ways to act on San Bernardino Medical Orthopaedic Group, Inc. Dba Arrowhead Orthopaedics 401(k) Profit Sharing Plan's numbers.

  • By total assets, San Bernardino Medical Orthopaedic Group, Inc. Dba Arrowhead Orthopaedics 401(k) Profit Sharing Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
  • San Bernardino Medical Orthopaedic Group, Inc.'s sponsor-wide assets have grown 53.0% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans

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 330376200.

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.