401(k) · DOL Form 5500 · 2023

Southern California Neuro Medical Services 401(k) Plan

Data updated 2026-08-25

$632K
Total assets Small plan by assets
2
Participants Small participant base
20th
Percentile by assets National rank
$315,798
Avg per participant High balance/head
PlainRetire home → About this data

Official DOL plan name: Robert J. Giombetti, M.D. Retirement Trust · Sponsored by Southern California Neuro Medical Services · California · Healthcare & Social Assistance

$632K in assets, 2 participants

Southern California Neuro Medical Services's Robert J. Giombetti, M.D. Retirement Trust reported $632K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 20th 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.

  • #2,678 in Healthcare & Social Assistance (17,684 peers)

2023 asset change

Robert J. Giombetti, M.D. Retirement Trust surged 118.0% in 2023 ($290K → $632K) for 2 participants.

#2,678
in Healthcare & Social Assistance (17,684 peers)
+118.0%
assets growth YoY

Robert J. Giombetti, M.D. Retirement Trust among the smaller filed plans by assets

Robert J. Giombetti, M.D. Retirement Trust vs every filed plan by assets

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

$631,595 20th percentile higher than 20% 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

Robert J. Giombetti, M.D. Retirement Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Robert J. Giombetti, M.D. Retirement Trust is a micro filing (2 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 861727711 · Southern California Neuro Medical Services PY 2023 · 401(k)

Robert J. Giombetti, M.D. Retirement Trust · $632K · 2 · 20th

  • NET $632K
  • BOOK 2
  • VS-ST 20th
  • BOY 401(k)
  • SCH near Devs Foods, LLC 401(k) Plan
  • EBSA ind #2678

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 →

Robert J. Giombetti, M.D. Retirement Trust in the asset neighbourhood

Robert J. Giombetti, M.D. Retirement TrustRobert J. Giombetti, M.D. Re…$632KDevs Foods, LLC 401(k) Plan$632KChung & Do Holding Corporation 401(k) PlanChung & Do Holding Corporati…$632KDs Limited 401(k)$631KDe Oronzo Glades, Inc. 401(k) PlanDe Oronzo Glades, Inc. 401(k…$631K
End-of-year total assets ($M) among Robert J. Giombetti, M.D. Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

2023 asset-move particulars

Total Assets (Beginning of Year)$290K
Net Assets (End of Year)$632K
Net Income$342K
Employer EIN861727711
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Robert J. Giombetti, M.D. Retirement Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Robert J. Giombetti, M.D. Retirement Trust, Total assets ($B): 0.000631595 · Participants: 2Robert J. Giombetti, M.D. Retirement TrustWells 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
Robert J. Giombetti, M.D. Retirement Trust vs. nearby 401(k) plans in California, assets vs. participants

Robert J. Giombetti, M.D. Retirement Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Devs Foods, LLC 401(k) Plan in NJ ($632K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($632K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Robert J. Giombetti, M.D. Retirement Trust assets move in 2023?
Robert J. Giombetti, M.D. Retirement Trust surged - up 118.0% during 2023, from $290K to $632K. Reported net income was $342K.
Where does Robert J. Giombetti, M.D. Retirement Trust rank by assets among Form 5500 filers?
Robert J. Giombetti, M.D. Retirement Trust ranks in the 20th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Robert J. Giombetti, M.D. Retirement Trust?
Among 401(k) plans in other states, the closest by assets is Devs Foods, LLC 401(k) Plan in NJ ($632K, 859 participants).
Which 401(k) plans cover a similar participant headcount to Robert J. Giombetti, M.D. Retirement Trust?
Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 participants, N/A in assets).