401(k) · DOL Form 5500 · 2023
California Pacific Orthopaedics and Sports Medicine, a Medic 401(k) Plan
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 48
- Participants Small participant base
- 75th
- Percentile by assets National rank
- $463,393
- Avg per participant High balance/head
Official DOL plan name: California Pacific Orthopaedics & Sports Medicine Ps Plan · Sponsored by California Pacific Orthopaedics and Sports Medicine, a Medic · California · Professional & Technical Services
$22M in assets, 48 participants
California Pacific Orthopaedics and Sports Medicine, a Medic's California Pacific Orthopaedics & Sports Medicine Ps Plan reported $22M in total assets and 48 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.
- #15,159 in Professional & Technical Services (20,321 peers)
Where California Pacific Orthopaedics & Sports Medicine Ps Plan sits by assets
California Pacific Orthopaedics & Sports Medicine Ps Plan sits in the top quartile of all filed plans by assets, $22M for 48 participants (~$463,393/participant), up 12.9% in 2023.
- #15,159
- in Professional & Technical Services (20,321 peers)
- +12.9%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
California Pacific Orthopaedics & Sports Medicine Ps Plan's outsized position by total assets
California Pacific Orthopaedics & Sports Medicine Ps Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$22,242,879 Top 25% higher than 75% 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
California Pacific Orthopaedics & Sports Medicine Ps 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. California Pacific Orthopaedics & Sports Medicine Ps Plan is a small filing (48 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- California Pacific Orthopaedics & Sports Medicine Ps Plan reported net income rose from -$7M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- California Pacific Orthopaedics & Sports Medicine Ps Plan end-of-year assets rose from $20M in the plan year 2022 filing to $22M in the plan year 2023 filing.
- California Pacific Orthopaedics & Sports Medicine Ps Plan reported participants fell from 52 in the plan year 2022 filing to 48 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 942401940 · California Pacific Orthopaedics and Sports Medicine, a Medic PY 2023 · 401(k)
California Pacific Orthopaedics & Sports Medicine Ps Plan · $22M · 48 · 75th
- TYPE $22M
- NET 48
- BOOK 75th
- VS-ST 401(k)
- BOY near Inventec 401(k) Retirement Savings Plan
- SCH ind #15159
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 Professional & Technical Services retirement plans → · Plans in California →
California Pacific Orthopaedics & Sports Medicine Ps Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | $3M |
| Employer EIN | 942401940 |
| Plan Effective Date | 1977-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (California Pacific Orthopaedics and Sports Medicine, a Medic)
Sponsor-wide plan assets over time
All California Pacific Orthopaedics and Sports Medicine, a Medic plans reported in each filing year
- Latest sponsor-wide plan assets
- $26M 30.361768278621703% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 52 | $20M |
| 2023 | 1 | 48 | $22M |
| 2024 | 1 | 60 | $26M |
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
California Pacific Orthopaedics & Sports Medicine Ps Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Inventec 401(k) Retirement Savings Plan in TX ($22M); by covered participants it is Thomson & Thomson, Inc. Safe Harbor 401(k) Plan in TN (48 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
- Inventec 401(k) Retirement Savings Plan (TX) $22M · 81
- 1worldsync, Inc. 401(k) Plan (OH) $22M · 177
- Eakes, Inc. 401(k) Retirement Savings Plan (NE) $22M · 271
- Ctsi 401(k) Plan (MD) $22M · 153
Similar participant headcount
Nearest other-state filings by covered participants (48 participants); asset peers above are excluded.
- Thomson & Thomson, Inc. Safe Harbor 401(k) Plan (TN) 48 · 0 off
- Centers for Foot and Ankle Care, Ltd. Profit Sharing Plan (MI) 48 · 0 off
- Bitovi 401(k) Plan and Trust (IL) 48 · 0 off
- Neal and Harwell Profit Sharing Plan (TN) 48 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.