401(k) · DOL Form 5500 · 2023
Sonterra Medical Management Group, Inc. 401(k) Plan
Data updated 2026-08-25
- $52M
- Total assets Below avg plan size
- 476
- Participants Below avg headcount
- 86th
- Percentile by assets National rank
- $110,040
- Avg per participant Below avg balance/head
Official DOL plan name: Sonterra Medical Management Group Profit Sharing 401(k) Plan · Sponsored by Sonterra Medical Management Group, Inc. · Texas · Healthcare & Social Assistance
$52M in assets, 476 participants
Sonterra Medical Management Group, Inc.'s Sonterra Medical Management Group Profit Sharing 401(k) Plan reported $52M in total assets and 476 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.
- #15,593 in Healthcare & Social Assistance (17,684 peers)
Where Sonterra Medical Management Group Profit Sharing 401(k) Plan sits by assets
Sonterra Medical Management Group Profit Sharing 401(k) Plan sits in the top quartile of all filed plans by assets, $52M for 476 participants (~$110,040/participant), up 24.6% in 2023.
- #15,593
- in Healthcare & Social Assistance (17,684 peers)
- +24.6%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Sonterra Medical Management Group Profit Sharing 401(k) Plan's outsized position by total assets
Sonterra Medical Management Group Profit Sharing 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$52,378,814 Top 14% higher than 86% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Sonterra Medical Management Group Profit Sharing 401(k) 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. Sonterra Medical Management Group Profit Sharing 401(k) Plan sits mid-pack in the medium band (476 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sonterra Medical Management Group Profit Sharing 401(k) Plan reported net income rose from -$6M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- Sonterra Medical Management Group Profit Sharing 401(k) Plan end-of-year assets rose from $42M in the plan year 2022 filing to $52M in the plan year 2023 filing.
- Sonterra Medical Management Group Profit Sharing 401(k) Plan reported participants rose from 459 in the plan year 2022 filing to 476 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 743006020 · Sonterra Medical Management Group, Inc. PY 2023 · 401(k)
Sonterra Medical Management Group Profit Sharing 401(k) Plan · $52M · 476 · 86th
- NET $52M
- BOOK 476
- VS-ST 86th
- BOY 401(k)
- SCH near Greenwaste Recovery, LLC Retirement Plan
- EBSA ind #15593
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 Texas →
Sonterra Medical Management Group Profit Sharing 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $42M |
|---|---|
| Net Assets (End of Year) | $52M |
| Net Income | $10M |
| Employer EIN | 743006020 |
| Plan Effective Date | 2001-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sonterra Medical Management Group, Inc.)
Sponsor-wide plan assets over time
All Sonterra Medical Management Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $60M 41.66929936948394% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 459 | $42M |
| 2023 | 1 | 476 | $52M |
| 2024 | 1 | 472 | $60M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
Sonterra Medical Management Group Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Greenwaste Recovery, LLC Retirement Plan in CA ($52M); by covered participants it is Nourison Industries, Inc. 401(k) Profit Sharing Plan in NJ (476 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($52M here).
- Greenwaste Recovery, LLC Retirement Plan (CA) $52M · 769
- Indel Power Group 401(k) Plan (VA) $52M · 307
- G3 Technologies Inc 401(k) Plan (MD) $52M · 280
- Newton Healthcare Corporation 401(k) Retirement Plan (KS) $52M · 633
Similar participant headcount
Nearest other-state filings by covered participants (476 participants); asset peers above are excluded.
- Nourison Industries, Inc. 401(k) Profit Sharing Plan (NJ) 476 · 0 off
- Wideorbit LLC 401(k) Plan (CA) 476 · 0 off
- Bigelow Tea Employees 401(k) Plan (CT) 476 · 0 off
- Signature Brands, LLC 401(k) Savings Plan (FL) 476 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.