401(k) · DOL Form 5500 · 2023

Minimally Invasive Surgeons of North County 401(k) Plan

Data updated 2026-08-25

$260K
Total assets Small plan by assets
3
Participants Small participant base
13th
Percentile by assets National rank
$86,706
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Minimally Invasive Surgeons of North County, 401(k) Profit Sharing Plan & Trust · Sponsored by Minimally Invasive Surgeons of North County · California · Healthcare & Social Assistance

$260K in assets, 3 participants

Minimally Invasive Surgeons of North County's Minimally Invasive Surgeons of North County, 401(k) Profit Sharing Plan & Trust reported $260K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 13th 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.

  • #1,562 in Healthcare & Social Assistance (17,684 peers)

Minimally Invasive Surgeons of North County multi-year trail

Minimally Invasive Surgeons of North County's plans moved +38.6% in assets from 2023 to 2024; this filing shows Minimally Invasive Surgeons of North County, 401(k) Profit Sharing Plan & Trust at $260K / 3 participants.

#1,562
in Healthcare & Social Assistance (17,684 peers)
+83.8%
assets growth YoY

Minimally Invasive Surgeons of North County, 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Minimally Invasive Surgeons of North County, 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$260,117 13th percentile higher than 13% 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

Minimally Invasive Surgeons of North County, 401(k) Profit Sharing Plan & 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. Minimally Invasive Surgeons of North County, 401(k) Profit Sharing Plan & Trust is a micro filing (3 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 464918853 · Minimally Invasive Surgeons of North County PY 2023 · 401(k)

Minimally Invasive Surgeons of North County, 401(k) Profit Sharing Plan & Trust · $260K · 3 · 13th

  • BOY $260K
  • SCH 3
  • EBSA 13th
  • PART 401(k)
  • TYPE near Stillwater Package Transport, Inc. 401(k) Plan
  • NET ind #1562

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 →

Minimally Invasive Surgeons of North County, 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Minimally Invasive Surgeons of North County, 401(k) Profit Sharing Plan & TrustMinimally Invasive Surgeons …$260KStillwater Package Transport, Inc. 401(k) PlanStillwater Package Transport…$260KBobcat North America, LLC$260KDigit Masters, Inc. 401(k) PlanDigit Masters, Inc. 401(k) P…$260KSalty Suit, Inc. Safe Harbor 401(k)Salty Suit, Inc. Safe Harbor…$260K
End-of-year total assets ($M) among Minimally Invasive Surgeons of North County, 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Minimally Invasive Surgeons of North County multi-year asset trail

Sponsor-wide plan assets over time

All Minimally Invasive Surgeons of North County plans reported in each filing year

Latest sponsor-wide plan assets
$361K 38.60301325941788% vs 2023
2024 filing year
$0.25M$0.3M$0.35M$0.4M 20232024 $0.26M $0.36M ▲ +38.5%
Year Plans Participants Total Assets
2023 1 3 $260K
2024 1 4 $361K

Minimally Invasive Surgeons of North County filing trail (2023)

Total Assets (Beginning of Year)$142K
Net Assets (End of Year)$260K
Net Income$119K
Employer EIN464918853
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Minimally Invasive Surgeons of North County, 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Minimally Invasive Surgeons of North County, 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000260117 · Participants: 3Minimally Invasive Surgeons of North County, 401(k) Profit Sharing Plan & 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
Minimally Invasive Surgeons of North County, 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Minimally Invasive Surgeons of North County, 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Minimally Invasive Surgeons of North County, 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Stillwater Package Transport, Inc. 401(k) Plan in OH ($260K); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($260K here).

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Minimally Invasive Surgeons of North County, 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Minimally Invasive Surgeons of North County, 401(k) Profit Sharing Plan & Trust surged - up 83.8% during 2023, from $142K to $260K. Reported net income was $119K.
How have Minimally Invasive Surgeons of North County plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Minimally Invasive Surgeons of North County's sponsor-wide assets grew 38.6%, from $260K to $361K.
Where does Minimally Invasive Surgeons of North County, 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Minimally Invasive Surgeons of North County, 401(k) Profit Sharing Plan & Trust ranks in the 13th 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 Minimally Invasive Surgeons of North County, 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Stillwater Package Transport, Inc. 401(k) Plan in OH ($260K, 11 participants).
Which 401(k) plans cover a similar participant headcount to Minimally Invasive Surgeons of North County, 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 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 464918853.

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.