401(k) · DOL Form 5500 · 2023

William R. Gallivan, Jr., M.D., Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
21
Participants Small participant base
30th
Percentile by assets National rank
$89,438
Avg per participant Below avg balance/head
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Official DOL plan name: Orthopedic Institute - Gallivan 401(k) Profit Sharing Plan · Sponsored by William R. Gallivan, Jr., M.D., Inc. · California · Healthcare & Social Assistance

$2M in assets, 21 participants

William R. Gallivan, Jr., M.D., Inc.'s Orthopedic Institute - Gallivan 401(k) Profit Sharing Plan reported $2M in total assets and 21 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #4,966 in Healthcare & Social Assistance (17,684 peers)

William R. Gallivan, Jr., M.D., Inc. multi-year trail

William R. Gallivan, Jr., M.D., Inc.'s plans moved +35.4% in assets from 2022 to 2024; this filing shows Orthopedic Institute - Gallivan 401(k) Profit Sharing Plan at $2M / 21 participants.

#4,966
in Healthcare & Social Assistance (17,684 peers)
+12.7%
assets growth YoY

Orthopedic Institute - Gallivan 401(k) Profit Sharing Plan among the smaller filed plans by assets

Orthopedic Institute - Gallivan 401(k) Profit Sharing Plan vs every filed plan by assets

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

$1,878,201 30th percentile higher than 30% 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

Orthopedic Institute - Gallivan 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. Orthopedic Institute - Gallivan 401(k) Profit Sharing Plan is a small filing (21 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Orthopedic Institute - Gallivan 401(k) Profit Sharing Plan reported net income rose from -$89K in the plan year 2022 filing to $211K in the plan year 2023 filing.
  • Orthopedic Institute - Gallivan 401(k) Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Orthopedic Institute - Gallivan 401(k) Profit Sharing Plan reported participants fell from 22 in the plan year 2022 filing to 21 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 770451442 · William R. Gallivan, Jr., M.D., Inc. PY 2023 · 401(k)

Orthopedic Institute - Gallivan 401(k) Profit Sharing Plan · $2M · 21 · 30th

  • IND $2M
  • EOY 21
  • 5500 30th
  • ASSETS 401(k)
  • PCT near Quik Print 401(k) Plan
  • EIN ind #4966

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 →

Orthopedic Institute - Gallivan 401(k) Profit Sharing Plan in the asset neighbourhood

Orthopedic Institute - Gallivan 401(k) Profit Sharing PlanOrthopedic Institute - Galli…$2MQuik Print 401(k) Plan$2MWhitetail Disposal, Inc 401(k) PlanWhitetail Disposal, Inc 401(…$2MVander Pol Excavating, LLC 401(k) Profit Sharing PlanVander Pol Excavating, LLC 4…$2MOur Table Inc 401(k) Plan$2M
End-of-year total assets ($M) among Orthopedic Institute - Gallivan 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

William R. Gallivan, Jr., M.D., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All William R. Gallivan, Jr., M.D., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 35.40354093703612% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $2.62M $3.55M ▲ +35.5%
Year Plans Participants Total Assets
2022 2 27 $3M
2023 2 27 $3M
2024 2 25 $4M

William R. Gallivan, Jr., M.D., Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$211K
Employer EIN770451442
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Orthopedic Institute - Gallivan 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 ($B) Participants Orthopedic Institute - Gallivan 401(k) Profit Sharing Plan, Total assets ($B): 0.001878201 · Participants: 21Orthopedic Institute - Gallivan 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
Orthopedic Institute - Gallivan 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Orthopedic Institute - Gallivan 401(k) Profit Sharing Plan side-by-side with 3 peers →

Orthopedic Institute - Gallivan 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 Quik Print 401(k) Plan in OK ($2M); by covered participants it is Pulmonary & Sleep Medicine Associates 401(k) Profit Sharing Plan in GA (21 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (21 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 Orthopedic Institute - Gallivan 401(k) Profit Sharing Plan assets move in 2023? ▼
Orthopedic Institute - Gallivan 401(k) Profit Sharing Plan grew at a solid clip - up 12.7% during 2023, from $2M to $2M. Reported net income was $211K.
How have William R. Gallivan, Jr., M.D., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), William R. Gallivan, Jr., M.D., Inc.'s sponsor-wide assets grew 35.4%, from $3M to $4M.
Which 401(k) plans are similar in size to Orthopedic Institute - Gallivan 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Quik Print 401(k) Plan in OK ($2M, 136 participants).
Which 401(k) plans cover a similar participant headcount to Orthopedic Institute - Gallivan 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pulmonary & Sleep Medicine Associates 401(k) Profit Sharing Plan in GA (21 participants, $10M 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 770451442.

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.