401(k) · DOL Form 5500 · 2023

John D. Mccaffery, M.D., Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
11
Participants Small participant base
37th
Percentile by assets National rank
$297,377
Avg per participant High balance/head
PlainRetire home → About this data

Official DOL plan name: John D. Mccaffery, M.D., Inc. 401(k) Plan · Sponsored by John D. Mccaffery, M.D., Inc. · California · Healthcare & Social Assistance

$3M in assets, 11 participants

John D. Mccaffery, M.D., Inc.'s John D. Mccaffery, M.D., Inc. 401(k) Plan reported $3M in total assets and 11 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #6,795 in Healthcare & Social Assistance (17,684 peers)

2023 asset change

John D. Mccaffery, M.D., Inc. 401(k) Plan grew sharply 17.6% in 2023 ($3M → $3M) for 11 participants.

#6,795
in Healthcare & Social Assistance (17,684 peers)
+17.6%
assets growth YoY

John D. Mccaffery, M.D., Inc. 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

John D. Mccaffery, M.D., Inc. 401(k) Plan vs every filed plan by assets

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

$3,271,148 37th percentile higher than 37% 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

John D. Mccaffery, M.D., Inc. 401(k) 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. John D. Mccaffery, M.D., Inc. 401(k) Plan is a small filing (11 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 262118456 · John D. Mccaffery, M.D., Inc. PY 2023 · 401(k)

John D. Mccaffery, M.D., Inc. 401(k) Plan · $3M · 11 · 37th

  • PHOTO $3M
  • IND 11
  • EOY 37th
  • 5500 401(k)
  • ASSETS near Volian 401(k) Plan
  • PCT ind #6795

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 →

John D. Mccaffery, M.D., Inc. 401(k) Plan in the asset neighbourhood

John D. Mccaffery, M.D., Inc. 401(k) PlanJohn D. Mccaffery, M.D., Inc…$3MVolian 401(k) Plan$3MG.R. Wade, LLC 401(k) Plan$3MHirsch and Ratakonda, M.D., P.a. 401(k) PlanHirsch and Ratakonda, M.D., …$3MJsc Systems, Inc. 401(k) Profit Sharing Plan & TrustJsc Systems, Inc. 401(k) Pro…$3M
End-of-year total assets ($M) among John D. Mccaffery, M.D., Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

2023 asset-move particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$463K
Employer EIN262118456
Plan Effective Date2000-09-11
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

John D. Mccaffery, M.D., Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants John D. Mccaffery, M.D., Inc. 401(k) Plan, Total assets ($B): 0.003271148 · Participants: 11John D. Mccaffery, M.D., Inc. 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
John D. Mccaffery, M.D., Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

John D. Mccaffery, M.D., Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Volian 401(k) Plan in PA ($3M); by covered participants it is Bg Logistics, Inc. 401(k) Plan in FL (11 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (11 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 John D. Mccaffery, M.D., Inc. 401(k) Plan assets move in 2023?
John D. Mccaffery, M.D., Inc. 401(k) Plan grew sharply - up 17.6% during 2023, from $3M to $3M. Reported net income was $463K.
Which 401(k) plans are similar in size to John D. Mccaffery, M.D., Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Volian 401(k) Plan in PA ($3M, 12 participants).
Which 401(k) plans cover a similar participant headcount to John D. Mccaffery, M.D., Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Bg Logistics, Inc. 401(k) Plan in FL (11 participants, $3M in assets).