401(k) · DOL Form 5500 · 2023

Santa Cruz Medical Group, Inc. 401(k) Plan

Data updated 2026-08-11

$44M
Total assets
131
Participants
84th
Percentile by assets
$336,732
Avg per participant
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Official DOL plan name: Santa Cruz Medical Group, Inc. 401(k) Plan · Sponsored by Santa Cruz Medical Group, Inc. · California · Healthcare & Social Assistance

$44M in assets, 131 participants

Santa Cruz Medical Group, Inc.'s Santa Cruz Medical Group, Inc. 401(k) Plan reported $44M in total assets and 131 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • 84th percentile by assets (of 127,072 plans)
  • #15,304 in Healthcare & Social Assistance (17,684 peers)

Coverage in California

Santa Cruz Medical Group, Inc. 401(k) Plan covers 131 participants in California, about 21% of the average California filer (state average ~630 per filing). Assets: $44M.

$44M
total plan assets (2023 EOY)
131
covered participants
84th
percentile by assets (of 127,072 plans)
$336,732
avg assets per participant

Where Santa Cruz Medical Group, Inc. 401(k) Plan sits by total assets

Santa Cruz Medical Group, Inc. 401(k) Plan vs every filed plan by assets

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

$44,111,843 Top 16% higher than 84% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Santa Cruz Medical Group, Inc. 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Santa Cruz Medical Group, Inc. 401(k) Plan end-of-year assets rose from $35M in the plan year 2022 filing to $44M in the plan year 2023 filing.
  • Santa Cruz Medical Group, Inc. 401(k) Plan reported participants rose from 114 in the plan year 2022 filing to 131 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
California
Industry
Healthcare & Social Assistance

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Santa Cruz Medical Group, Inc. 401(k) Plan reports 131 participants - about 21% of that state average ($44M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$44M
Net Income$9M
Employer EIN300831235
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Santa Cruz Medical Group, Inc.)

$30M$40M$50M$60M 202220232024 $35.1M $53.9M ▲ +53.7%
Total plan assets by year, all Santa Cruz Medical Group, Inc. plans on file
Year Plans Participants Total Assets
2022 1 114 $35M
2023 1 131 $44M
2024 1 124 $54M

Nearby 401(k) Plans in California

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

Santa Cruz Medical Group, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Santa Cruz Medical G…, Total assets ($B): 0.044111843 · Participants: 131Santa Cruz Medical G…Wells Fargo & Compan…, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Compan…Google LLC 401(k) Sa…, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Sa…Oracle Corporation 4…, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 4…Intel 401(k) Savings…, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings…Apple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Santa Cruz Medical Group, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Santa Cruz Medical Group, Inc. 401(k) Pl… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Santa Cruz Medical Group, Inc. 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Santa Cruz Medical Group, Inc. 401(k) Plan assets move in 2023? ▼
Santa Cruz Medical Group, Inc. 401(k) Plan grew sharply - up 25.8% during 2023, from $35M to $44M. Reported net income was $9M.
How have Santa Cruz Medical Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Santa Cruz Medical Group, Inc.'s sponsor-wide assets grew 53.7%, from $35M to $54M.
Where does Santa Cruz Medical Group, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Santa Cruz Medical Group, Inc. 401(k) Plan ranks in the 84th 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 Santa Cruz Medical Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Johnson, O'hare Company 401(k) Plan in MA ($44M, 442 participants).

Next read for Santa Cruz Medical Group, Inc. 401(k) Pl…

Filing takeaways

Ways to act on Santa Cruz Medical Group, Inc. 401(k) Plan's numbers.

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 300831235.

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.