401(k) · DOL Form 5500 · 2023

South O C Surgical Medical Group, Inc. 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
57
Participants Small participant base
73rd
Percentile by assets National rank
$360,445
Avg per participant High balance/head
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Official DOL plan name: South O C Surgical Medical Group, Inc. 401(k) Profit Sharing Plan · Sponsored by South O C Surgical Medical Group, Inc. · California · Healthcare & Social Assistance

$21M in assets, 57 participants

South O C Surgical Medical Group, Inc.'s South O C Surgical Medical Group, Inc. 401(k) Profit Sharing Plan reported $21M in total assets and 57 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #13,691 in Healthcare & Social Assistance (17,684 peers)

South O C Surgical Medical Group, Inc. multi-year trail

South O C Surgical Medical Group, Inc.'s plans moved +35.1% in assets from 2022 to 2024; this filing shows South O C Surgical Medical Group, Inc. 401(k) Profit Sharing Plan at $21M / 57 participants.

#13,691
in Healthcare & Social Assistance (17,684 peers)
+19.2%
assets growth YoY

South O C Surgical Medical Group, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

South O C Surgical Medical Group, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$20,545,345 Top 27% higher than 73% 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

South O C Surgical Medical Group, Inc. 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. South O C Surgical Medical Group, Inc. 401(k) Profit Sharing Plan is a small filing (57 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • South O C Surgical Medical Group, Inc. 401(k) Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • South O C Surgical Medical Group, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $17M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • South O C Surgical Medical Group, Inc. 401(k) Profit Sharing Plan reported participants rose from 52 in the plan year 2022 filing to 57 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 952745028 · South O C Surgical Medical Group, Inc. PY 2023 · 401(k)

South O C Surgical Medical Group, Inc. 401(k) Profit Sharing Plan · $21M · 57 · 73rd

  • PCT $21M
  • PCT 57
  • PCT 73rd
  • PCT 401(k)
  • PCT near Mortgage Funding Corporation Profit Sharing Plan & Trust
  • PCT ind #13691

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 →

South O C Surgical Medical Group, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

South O C Surgical Medical Group, Inc. 401(k) Profit Sharing PlanSouth O C Surgical Medical G…$21MMortgage Funding Corporation Profit Sharing Plan & TrustMortgage Funding Corporation…$21MSo Others Might Eat 401(k) Retirement PlanSo Others Might Eat 401(k) R…$21MCommunications International, Inc. Salary Savings PlanCommunications International…$21MOwnersedge, Inc. 401(k) Profit Sharing PlanOwnersedge, Inc. 401(k) Prof…$21M
End-of-year total assets ($M) among South O C Surgical Medical Group, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

South O C Surgical Medical Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All South O C Surgical Medical Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 35.087623212527774% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $17.2M $23.3M ▲ +35.0%
Year Plans Participants Total Assets
2022 1 52 $17M
2023 1 57 $21M
2024 1 52 $23M

South O C Surgical Medical Group, Inc. filing trail (2023)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$21M
Net Income$3M
Employer EIN952745028
Plan Effective Date1983-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

South O C Surgical Medical Group, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants South O C Surgical Medical Group, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.020545345 · Participants: 57South O C Surgical Medical Group, Inc. 401(k) Profit Sharing PlanWells 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
South O C Surgical Medical Group, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare South O C Surgical Medical Group, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

South O C Surgical Medical Group, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Mortgage Funding Corporation Profit Sharing Plan & Trust in MS ($21M); by covered participants it is Gallagher Asphalt Corporation Employees' Profit Sharing Plan in IL (57 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (57 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 South O C Surgical Medical Group, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
South O C Surgical Medical Group, Inc. 401(k) Profit Sharing Plan grew sharply - up 19.2% during 2023, from $17M to $21M. Reported net income was $3M.
How have South O C Surgical Medical Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), South O C Surgical Medical Group, Inc.'s sponsor-wide assets grew 35.1%, from $17M to $23M.
Which 401(k) plans are similar in size to South O C Surgical Medical Group, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mortgage Funding Corporation Profit Sharing Plan & Trust in MS ($21M, 29 participants).
Which 401(k) plans cover a similar participant headcount to South O C Surgical Medical Group, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gallagher Asphalt Corporation Employees' Profit Sharing Plan in IL (57 participants, $12M 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 952745028.

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.