401(k) · DOL Form 5500 · 2023

Roger a. Mann, M.D., Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
4
Participants Small participant base
60th
Percentile by assets National rank
$2.7M
Avg per participant High balance/head
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Official DOL plan name: Roger a. Mann, Md 401(k) Profit Sharing Plan · Sponsored by Roger a. Mann, M.D., Inc. · California · Healthcare & Social Assistance

$11M in assets, 4 participants

Roger a. Mann, M.D., Inc.'s Roger a. Mann, Md 401(k) Profit Sharing Plan reported $11M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #11,599 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

Roger a. Mann, Md 401(k) Profit Sharing Plan holds $11M for 4 participants - about $2.7M per participant, above the median plan by assets.

#11,599
in Healthcare & Social Assistance (17,684 peers)
-4.9%
assets change YoY

The plan reported a net loss of $552K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Roger a. Mann, Md 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Roger a. Mann, Md 401(k) Profit Sharing Plan vs every filed plan by assets

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

$10,701,416 Top 40% higher than 60% 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

Roger a. Mann, Md 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Roger a. Mann, Md 401(k) Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Roger a. Mann, Md 401(k) Profit Sharing Plan reported participants rose from 1 in the plan year 2022 filing to 4 in the plan year 2023 filing.
  • Roger a. Mann, Md 401(k) Profit Sharing Plan reported net income fell from -$230K in the plan year 2022 filing to -$552K in the plan year 2023 filing.
  • Roger a. Mann, Md 401(k) Profit Sharing Plan end-of-year assets fell from $11M in the plan year 2022 filing to $11M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 942478647 · Roger a. Mann, M.D., Inc. PY 2023 · 401(k)

Roger a. Mann, Md 401(k) Profit Sharing Plan · $11M · 4 · 60th

  • EBSA $11M
  • PART 4
  • TYPE 60th
  • NET 401(k)
  • BOOK near American Business Group 401(k) Plan
  • VS-ST ind #11599

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 →

Roger a. Mann, Md 401(k) Profit Sharing Plan in the asset neighbourhood

Roger a. Mann, Md 401(k) Profit Sharing PlanRoger a. Mann, Md 401(k) Pro…$11MAmerican Business Group 401(k) PlanAmerican Business Group 401(…$11MTj Hale Company 401(k) Savings PlanTj Hale Company 401(k) Savin…$11MEllicott Development Company 401(k) PlanEllicott Development Company…$11MPartners in Home Care Retirement PlanPartners in Home Care Retire…$11M
End-of-year total assets ($M) among Roger a. Mann, Md 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$11M
Net Income-$552K
Employer EIN942478647
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Roger a. Mann, M.D., Inc.)

Sponsor-wide plan assets over time

All Roger a. Mann, M.D., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 6.7232652028217395% vs 2022
2024 filing year
$10M$10.5M$11M$11.5M 202220232024 $11.3M $10.5M ▼ -6.7%
Year Plans Participants Total Assets
2022 1 1 $11M
2023 1 4 $11M
2024 1 4 $10M

Nearby 401(k) Plans in California

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

Roger a. Mann, Md 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 ($B) Participants Roger a. Mann, Md 401(k) Profit Sharing Plan, Total assets ($B): 0.010701416 · Participants: 4Roger a. Mann, Md 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
Roger a. Mann, Md 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Roger a. Mann, Md 401(k) Profit Sharing Plan side-by-side with 3 peers →

Roger a. Mann, Md 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 American Business Group 401(k) Plan in MN ($11M); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Roger a. Mann, Md 401(k) Profit Sharing Plan assets move in 2023? ▼
Roger a. Mann, Md 401(k) Profit Sharing Plan edged down modestly - down 4.9% during 2023, from $11M to $11M. Reported net income was -$552K.
How have Roger a. Mann, M.D., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roger a. Mann, M.D., Inc.'s sponsor-wide assets declined 6.7%, from $11M to $10M.
Which 401(k) plans are similar in size to Roger a. Mann, Md 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is American Business Group 401(k) Plan in MN ($11M, 156 participants).
Which 401(k) plans cover a similar participant headcount to Roger a. Mann, Md 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Makingchg, Inc. Retirement Plan in TN (4 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 942478647.

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.