401(k) · DOL Form 5500 · 2023

California Medical Business Services, LLC 401(k) Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
295
Participants Below avg headcount
83rd
Percentile by assets National rank
$138,877
Avg per participant Near avg balance/head
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Official DOL plan name: Cmbs Profit Sharing 401(k) Plan · Sponsored by California Medical Business Services, LLC · California · Healthcare & Social Assistance

$41M in assets, 295 participants

California Medical Business Services, LLC's Cmbs Profit Sharing 401(k) Plan reported $41M in total assets and 295 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #15,177 in Healthcare & Social Assistance (17,684 peers)

Coverage in California

Cmbs Profit Sharing 401(k) Plan covers 295 participants in California, about 47% of the average California filer (state average ~630 per filing). Assets: $41M.

#15,177
in Healthcare & Social Assistance (17,684 peers)
+8.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Cmbs Profit Sharing 401(k) Plan's outsized position by total assets

Cmbs Profit Sharing 401(k) Plan vs every filed plan by assets

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

$40,968,619 Top 17% higher than 83% 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

Cmbs Profit Sharing 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cmbs Profit Sharing 401(k) Plan sits mid-pack in the medium band (295 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cmbs Profit Sharing 401(k) Plan reported net income rose from -$7M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Cmbs Profit Sharing 401(k) Plan reported participants rose from 257 in the plan year 2022 filing to 295 in the plan year 2023 filing.
  • Cmbs Profit Sharing 401(k) Plan end-of-year assets rose from $38M in the plan year 2022 filing to $41M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 454468735 · California Medical Business Services, LLC PY 2023 · 401(k)

Cmbs Profit Sharing 401(k) Plan · $41M · 295 · 83rd

  • PART $41M
  • PART 295
  • PART 83rd
  • PART 401(k)
  • PART near Texland Petroleum, L.P. Retirement Plan
  • PART ind #15177

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 →

Cmbs Profit Sharing 401(k) Plan in the asset neighbourhood

Cmbs Profit Sharing 401(k) PlanCmbs Profit Sharing 401(k) P…$41MTexland Petroleum, L.P. Retirement PlanTexland Petroleum, L.P. Reti…$41MOrthopedic Associates of Lancaster, Ltd. 401(k) Profit Sharing PlanOrthopedic Associates of Lan…$41MJack Entertainment Retirement PlanJack Entertainment Retiremen…$41MLukins & Annis, P.S. 401(k) Profit Sharing Plan and TrustLukins & Annis, P.S. 401(k) …$41M
End-of-year total assets ($M) among Cmbs Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$41M
Net Income$3M
Employer EIN454468735
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (California Medical Business Services, LLC)

Sponsor-wide plan assets over time

All California Medical Business Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$47M 24.48611088088619% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $37.8M $47.1M ▲ +24.5%
Year Plans Participants Total Assets
2022 1 257 $38M
2023 1 295 $41M
2024 1 292 $47M

Nearby 401(k) Plans in California

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

Cmbs Profit Sharing 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Cmbs Profit Sharing 401(k) Plan, Total assets ($B): 0.040968619 · Participants: 295Cmbs Profit Sharing 401(k) 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
Cmbs Profit Sharing 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Cmbs Profit Sharing 401(k) Plan side-by-side with 3 peers →

Cmbs Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Texland Petroleum, L.P. Retirement Plan in TX ($41M); by covered participants it is Temporary Housing, Inc. 401(k) Profit Sharing Plan in AZ (295 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (295 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 Cmbs Profit Sharing 401(k) Plan assets move in 2023? ▼
Cmbs Profit Sharing 401(k) Plan grew at a solid clip - up 8.3% during 2023, from $38M to $41M. Reported net income was $3M.
How have California Medical Business Services, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), California Medical Business Services, LLC's sponsor-wide assets grew 24.5%, from $38M to $47M.
Where does Cmbs Profit Sharing 401(k) Plan rank by assets among Form 5500 filers? ▼
Cmbs Profit Sharing 401(k) Plan ranks in the 83rd 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 Cmbs Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Texland Petroleum, L.P. Retirement Plan in TX ($41M, 74 participants).
Which 401(k) plans cover a similar participant headcount to Cmbs Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Temporary Housing, Inc. 401(k) Profit Sharing Plan in AZ (295 participants, $6M 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 454468735.

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.