401(k) · DOL Form 5500 · 2023

Robert a. Mecum, M.D., Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
3
Participants Small participant base
61st
Percentile by assets National rank
$3.7M
Avg per participant High balance/head
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Official DOL plan name: Robert a. Mecum, M.D., Inc. 401(k) Safe Harbor Profit Sharing Plan · Sponsored by Robert a. Mecum, M.D., Inc. · California · Healthcare & Social Assistance

$11M in assets, 3 participants

Robert a. Mecum, M.D., Inc.'s Robert a. Mecum, M.D., Inc. 401(k) Safe Harbor Profit Sharing Plan reported $11M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #11,688 in Healthcare & Social Assistance (17,684 peers)

Robert a. Mecum, M.D., Inc. multi-year trail

Robert a. Mecum, M.D., Inc.'s plans moved +77.4% in assets from 2022 to 2024; this filing shows Robert a. Mecum, M.D., Inc. 401(k) Safe Harbor Profit Sharing Plan at $11M / 3 participants.

#11,688
in Healthcare & Social Assistance (17,684 peers)
+19.2%
assets growth YoY

Robert a. Mecum, M.D., Inc. 401(k) Safe Harbor Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Robert a. Mecum, M.D., Inc. 401(k) Safe Harbor Profit Sharing Plan vs every filed plan by assets

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

$10,973,738 Top 39% higher than 61% 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

Robert a. Mecum, M.D., Inc. 401(k) Safe Harbor 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. Robert a. Mecum, M.D., Inc. 401(k) Safe Harbor Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Robert a. Mecum, M.D., Inc. 401(k) Safe Harbor Profit Sharing Plan reported net income rose from $535K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Robert a. Mecum, M.D., Inc. 401(k) Safe Harbor Profit Sharing Plan end-of-year assets rose from $9M 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 954832541 · Robert a. Mecum, M.D., Inc. PY 2023 · 401(k)

Robert a. Mecum, M.D., Inc. 401(k) Safe Harbor Profit Sharing Plan · $11M · 3 · 61st

  • ASSETS $11M
  • PCT 3
  • EIN 61st
  • RANK 401(k)
  • PHOTO near Honolulu Cookie Company 401(k) Profit Sharing Plan
  • IND ind #11688

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 →

Robert a. Mecum, M.D., Inc. 401(k) Safe Harbor Profit Sharing Plan in the asset neighbourhood

Robert a. Mecum, M.D., Inc. 401(k) Safe Harbor Profit Sharing PlanRobert a. Mecum, M.D., Inc. …$11MHonolulu Cookie Company 401(k) Profit Sharing PlanHonolulu Cookie Company 401(…$11MSouthern States Utility Trailer Sales, Inc. 401(k) Retirement PlanSouthern States Utility Trai…$11MAmerican Marine Services Group 401(k) Profit Sharing PlanAmerican Marine Services Gro…$11MWendell H. Stone Co., Inc. 401(k) PlanWendell H. Stone Co., Inc. 4…$11M
End-of-year total assets ($M) among Robert a. Mecum, M.D., Inc. 401(k) Safe Harbor Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Robert a. Mecum, M.D., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Robert a. Mecum, M.D., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 77.35512594496072% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $9.2M $16.3M ▲ +77.4%
Year Plans Participants Total Assets
2022 1 3 $9M
2023 1 3 $11M
2024 1 4 $16M

Robert a. Mecum, M.D., Inc. filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN954832541
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Robert a. Mecum, M.D., Inc. 401(k) Safe Harbor Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Robert a. Mecum, M.D., Inc. 401(k) Safe Harbor Profit Sharing Plan, Total assets ($B): 0.010973738 · Participants: 3Robert a. Mecum, M.D., Inc. 401(k) Safe Harbor 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
Robert a. Mecum, M.D., Inc. 401(k) Safe Harbor Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Robert a. Mecum, M.D., Inc. 401(k) Safe Harbor Profit Sharing Plan side-by-side with 3 peers →

Robert a. Mecum, M.D., Inc. 401(k) Safe Harbor Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Honolulu Cookie Company 401(k) Profit Sharing Plan in HI ($11M); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Robert a. Mecum, M.D., Inc. 401(k) Safe Harbor Profit Sharing Plan assets move in 2023? ▼
Robert a. Mecum, M.D., Inc. 401(k) Safe Harbor Profit Sharing Plan grew sharply - up 19.2% during 2023, from $9M to $11M. Reported net income was $2M.
How have Robert a. Mecum, M.D., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Robert a. Mecum, M.D., Inc.'s sponsor-wide assets grew 77.4%, from $9M to $16M.
Which 401(k) plans are similar in size to Robert a. Mecum, M.D., Inc. 401(k) Safe Harbor Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Honolulu Cookie Company 401(k) Profit Sharing Plan in HI ($11M, 202 participants).
Which 401(k) plans cover a similar participant headcount to Robert a. Mecum, M.D., Inc. 401(k) Safe Harbor Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 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 954832541.

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.