401(k) · DOL Form 5500 · 2023

Reflexion Medical 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
272
Participants Below avg headcount
78th
Percentile by assets National rank
$98,665
Avg per participant Below avg balance/head
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Official DOL plan name: Reflexion Medical Retirement Trust · Sponsored by Reflexion Medical · California · Manufacturing

$27M in assets, 272 participants

Reflexion Medical's Reflexion Medical Retirement Trust reported $27M in total assets and 272 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #12,880 in Manufacturing (18,722 peers)

Coverage in California

Reflexion Medical Retirement Trust covers 272 participants in California, about 43% of the average California filer (state average ~630 per filing). Assets: $27M.

#12,880
in Manufacturing (18,722 peers)
+39.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Reflexion Medical Retirement Trust's outsized position by total assets

Reflexion Medical Retirement Trust vs every filed plan by assets

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

$26,836,924 Top 22% higher than 78% 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

Reflexion Medical Retirement Trust 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. Reflexion Medical Retirement Trust sits mid-pack in the medium band (272 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Reflexion Medical Retirement Trust reported net income rose from -$476K in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Reflexion Medical Retirement Trust end-of-year assets rose from $19M in the plan year 2022 filing to $27M in the plan year 2023 filing.
  • Reflexion Medical Retirement Trust reported participants rose from 257 in the plan year 2022 filing to 272 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 264487874 · Reflexion Medical PY 2023 · 401(k)

Reflexion Medical Retirement Trust · $27M · 272 · 78th

  • EOY $27M
  • EOY 272
  • EOY 78th
  • EOY 401(k)
  • EOY near National Fire Protection Association 403(b) DC Plan
  • EOY ind #12880

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 Manufacturing retirement plans → · Plans in California →

Reflexion Medical Retirement Trust in the asset neighbourhood

Reflexion Medical Retirement TrustReflexion Medical Retirement…$27MNational Fire Protection Association 403(b) DC PlanNational Fire Protection Ass…$27MServicenet Employee Retirement PlanServicenet Employee Retireme…$27MRws Life Sciences 401(k) Plan$27MTate & Lyle Hourly Savings and Investment PlanTate & Lyle Hourly Savings a…$27M
End-of-year total assets ($M) among Reflexion Medical Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$27M
Net Income$8M
Employer EIN264487874
Plan Effective Date2014-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Reflexion Medical)

Sponsor-wide plan assets over time

All Reflexion Medical plans reported in each filing year

Latest sponsor-wide plan assets
$31M 60.77129716099845% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $19.3M $31M ▲ +60.8%
Year Plans Participants Total Assets
2022 1 257 $19M
2023 1 272 $27M
2024 1 242 $31M

Nearby 401(k) Plans in California

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

Reflexion Medical Retirement Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Reflexion Medical Retirement Trust, Total assets ($B): 0.026836924 · Participants: 272Reflexion Medical 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
Reflexion Medical Retirement Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Reflexion Medical Retirement Trust side-by-side with 3 peers →

Reflexion Medical Retirement Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is National Fire Protection Association 403(b) DC Plan in MA ($27M); by covered participants it is Feesers, Inc. Profit Sharing Plan in PA (272 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($27M here).

Similar participant headcount

Nearest other-state filings by covered participants (272 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 Reflexion Medical Retirement Trust assets move in 2023? ▼
Reflexion Medical Retirement Trust surged - up 39.4% during 2023, from $19M to $27M. Reported net income was $8M.
How have Reflexion Medical plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Reflexion Medical's sponsor-wide assets grew 60.8%, from $19M to $31M.
Where does Reflexion Medical Retirement Trust rank by assets among Form 5500 filers? ▼
Reflexion Medical Retirement Trust ranks in the 78th 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 Reflexion Medical Retirement Trust? ▼
Among 401(k) plans in other states, the closest by assets is National Fire Protection Association 403(b) DC Plan in MA ($27M, 279 participants).
Which 401(k) plans cover a similar participant headcount to Reflexion Medical Retirement Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Feesers, Inc. Profit Sharing Plan in PA (272 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 264487874.

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.