401(k) · DOL Form 5500 · 2023

Balboa Nephrology Medical Group, Inc. 401(k) Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
194
Participants Below avg headcount
83rd
Percentile by assets National rank
$199,867
Avg per participant Above avg balance/head
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Official DOL plan name: Balboa Nephrology Medical Group, Inc. Profit-Sharing Plan · Sponsored by Balboa Nephrology Medical Group, Inc. · California · Healthcare & Social Assistance

$39M in assets, 194 participants

Balboa Nephrology Medical Group, Inc.'s Balboa Nephrology Medical Group, Inc. Profit-Sharing Plan reported $39M in total assets and 194 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.

  • #15,073 in Healthcare & Social Assistance (17,684 peers)

Coverage in California

Balboa Nephrology Medical Group, Inc. Profit-Sharing Plan covers 194 participants in California, about 31% of the average California filer (state average ~630 per filing). Assets: $39M.

#15,073
in Healthcare & Social Assistance (17,684 peers)
+29.8%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Balboa Nephrology Medical Group, Inc. Profit-Sharing Plan's outsized position by total assets

Balboa Nephrology Medical Group, Inc. Profit-Sharing Plan vs every filed plan by assets

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

$38,774,173 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

Balboa Nephrology Medical Group, Inc. 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. Balboa Nephrology Medical Group, Inc. Profit-Sharing Plan sits mid-pack in the medium band (194 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Balboa Nephrology Medical Group, Inc. Profit-Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Balboa Nephrology Medical Group, Inc. Profit-Sharing Plan end-of-year assets rose from $30M in the plan year 2022 filing to $39M in the plan year 2023 filing.
  • Balboa Nephrology Medical Group, Inc. Profit-Sharing Plan reported participants rose from 167 in the plan year 2022 filing to 194 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 952848091 · Balboa Nephrology Medical Group, Inc. PY 2023 · 401(k)

Balboa Nephrology Medical Group, Inc. Profit-Sharing Plan · $39M · 194 · 83rd

  • RANK $39M
  • PHOTO 194
  • IND 83rd
  • EOY 401(k)
  • 5500 near The Hagadone Corporation Retirement Plan
  • ASSETS ind #15073

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 →

Balboa Nephrology Medical Group, Inc. Profit-Sharing Plan in the asset neighbourhood

Pacific Companies 401(k) Plan$39MU.S. Physical Therapy, Inc. 401(k) Gold PlanU.S. Physical Therapy, Inc. …$39MBalboa Nephrology Medical Group, Inc. Profit-Sharing PlanBalboa Nephrology Medical Gr…$39MThe Hagadone Corporation Retirement PlanThe Hagadone Corporation Ret…$39MOrs Medco 401(k) Plan$39M
End-of-year total assets ($M) among Balboa Nephrology Medical Group, Inc. Profit-Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$39M
Net Income$9M
Employer EIN952848091
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Balboa Nephrology Medical Group, Inc.)

Sponsor-wide plan assets over time

All Balboa Nephrology Medical Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$45M 51.63249331399658% vs 2022
2024 filing year
$25M$30M$35M$40M$45M$50M 202220232024 $29.9M $45.3M ▲ +51.6%
Year Plans Participants Total Assets
2022 1 167 $30M
2023 1 194 $39M
2024 1 191 $45M

Nearby 401(k) Plans in California

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

Balboa Nephrology Medical Group, Inc. Profit-Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Balboa Nephrology Medical Group, Inc. Profit-Sharing Plan, Total assets ($B): 0.038774173 · Participants: 194Balboa Nephrology Medical Group, Inc. 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
Balboa Nephrology Medical Group, Inc. Profit-Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Balboa Nephrology Medical Group, Inc. Profit-Sharing Plan side-by-side with 3 peers →

Balboa Nephrology Medical Group, Inc. Profit-Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is The Hagadone Corporation Retirement Plan in ID ($39M); by covered participants it is Chapter 4 Corp 401(k) Profit Sharing Plan and Trust in NY (194 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($39M here).

Similar participant headcount

Nearest other-state filings by covered participants (194 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 Balboa Nephrology Medical Group, Inc. Profit-Sharing Plan assets move in 2023? ▼
Balboa Nephrology Medical Group, Inc. Profit-Sharing Plan grew sharply - up 29.8% during 2023, from $30M to $39M. Reported net income was $9M.
How have Balboa Nephrology Medical Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Balboa Nephrology Medical Group, Inc.'s sponsor-wide assets grew 51.6%, from $30M to $45M.
Where does Balboa Nephrology Medical Group, Inc. Profit-Sharing Plan rank by assets among Form 5500 filers? ▼
Balboa Nephrology Medical Group, Inc. Profit-Sharing 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 Balboa Nephrology Medical Group, Inc. Profit-Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Hagadone Corporation Retirement Plan in ID ($39M, 1,448 participants).
Which 401(k) plans cover a similar participant headcount to Balboa Nephrology Medical Group, Inc. Profit-Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Chapter 4 Corp 401(k) Profit Sharing Plan and Trust in NY (194 participants, $3M 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 952848091.

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.