401(k) · DOL Form 5500 · 2023

MEDRIO 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
121
Participants Small participant base
57th
Percentile by assets National rank
$76,926
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Medrio 401(k) Profit Sharing Plan · Sponsored by MEDRIO · California · Professional & Technical Services

$9M in assets, 121 participants

MEDRIO's Medrio 401(k) Profit Sharing Plan reported $9M in total assets and 121 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #11,282 in Professional & Technical Services (20,321 peers)

Coverage in California

Medrio 401(k) Profit Sharing Plan covers 121 participants in California, about 19% of the average California filer (state average ~630 per filing). Assets: $9M.

#11,282
in Professional & Technical Services (20,321 peers)
+30.9%
assets growth YoY

Medrio 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

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

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

$9,308,075 Top 43% higher than 57% 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

Medrio 401(k) Profit Sharing 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. Medrio 401(k) Profit Sharing Plan sits mid-pack in the medium band (121 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Medrio 401(k) Profit Sharing Plan reported net income rose from $184K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Medrio 401(k) Profit Sharing Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 743175783 · MEDRIO PY 2023 · 401(k)

Medrio 401(k) Profit Sharing Plan · $9M · 121 · 57th

  • BOOK $9M
  • VS-ST 121
  • BOY 57th
  • SCH 401(k)
  • EBSA near Lee-Smith, Inc. and Lesco, Inc. 401(k) Retirement Plan
  • PART ind #11282

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 Professional & Technical Services retirement plans → · Plans in California →

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

Medrio 401(k) Profit Sharing PlanMedrio 401(k) Profit Sharing…$9MLee-Smith, Inc. and Lesco, Inc. 401(k) Retirement PlanLee-Smith, Inc. and Lesco, I…$9MFivos Inc 401(k) Plan$9MKoonsfuller, P.C. 401(k) Plan$9MAce Lithographers 401(k) Plan$9M
End-of-year total assets ($M) among Medrio 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN743175783
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (MEDRIO)

Sponsor-wide plan assets over time

All MEDRIO plans reported in each filing year

Latest sponsor-wide plan assets
$11M 54.44609058453668% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $7.11M $11M ▲ +54.4%
Year Plans Participants Total Assets
2022 1 121 $7M
2023 1 121 $9M
2024 1 119 $11M

Nearby 401(k) Plans in California

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

Medrio 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 ($B) Participants Medrio 401(k) Profit Sharing Plan, Total assets ($B): 0.009308075 · Participants: 121Medrio 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
Medrio 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Medrio 401(k) Profit Sharing Plan side-by-side with 3 peers →

Medrio 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 Lee-Smith, Inc. and Lesco, Inc. 401(k) Retirement Plan in TN ($9M); by covered participants it is Redwood School & Rehabilitation Center, Inc. 401(k) Plan in OH (121 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (121 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 Medrio 401(k) Profit Sharing Plan assets move in 2023? ▼
Medrio 401(k) Profit Sharing Plan surged - up 30.9% during 2023, from $7M to $9M. Reported net income was $2M.
How have MEDRIO plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), MEDRIO's sponsor-wide assets grew 54.4%, from $7M to $11M.
Which 401(k) plans are similar in size to Medrio 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lee-Smith, Inc. and Lesco, Inc. 401(k) Retirement Plan in TN ($9M, 122 participants).
Which 401(k) plans cover a similar participant headcount to Medrio 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Redwood School & Rehabilitation Center, Inc. 401(k) Plan in OH (121 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 743175783.

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.