401(k) · DOL Form 5500 · 2023

Foothill Cardiology Medical Group, Inc. 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
89
Participants Small participant base
80th
Percentile by assets National rank
$353,294
Avg per participant High balance/head
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Official DOL plan name: Foothill Cardiology Profit Sharing/401(k) and Health/Disability Plan and Trust · Sponsored by Foothill Cardiology Medical Group, Inc. · California · Healthcare & Social Assistance

$31M in assets, 89 participants

Foothill Cardiology Medical Group, Inc.'s Foothill Cardiology Profit Sharing/401(k) and Health/Disability Plan and Trust reported $31M in total assets and 89 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #14,648 in Healthcare & Social Assistance (17,684 peers)

Where Foothill Cardiology Profit Sharing/401(k) and Health/Disability Plan and Trust sits by assets

Foothill Cardiology Profit Sharing/401(k) and Health/Disability Plan and Trust sits in the top quartile of all filed plans by assets, $31M for 89 participants (~$353,294/participant), up 24.1% in 2023.

#14,648
in Healthcare & Social Assistance (17,684 peers)
+24.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Foothill Cardiology Profit Sharing/401(k) and Health/Disability Plan and Trust's outsized position by total assets

Foothill Cardiology Profit Sharing/401(k) and Health/Disability Plan and Trust vs every filed plan by assets

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

$31,443,176 Top 20% higher than 80% 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

Foothill Cardiology Profit Sharing/401(k) and Health/Disability Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Foothill Cardiology Profit Sharing/401(k) and Health/Disability Plan and Trust is a small filing (89 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Foothill Cardiology Profit Sharing/401(k) and Health/Disability Plan and Trust reported net income rose from -$6M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Foothill Cardiology Profit Sharing/401(k) and Health/Disability Plan and Trust end-of-year assets rose from $25M in the plan year 2022 filing to $31M in the plan year 2023 filing.
  • Foothill Cardiology Profit Sharing/401(k) and Health/Disability Plan and Trust reported participants rose from 78 in the plan year 2022 filing to 89 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 953350882 · Foothill Cardiology Medical Group, Inc. PY 2023 · 401(k)

Foothill Cardiology Profit Sharing/401(k) and Health/Disability Plan and Trust · $31M · 89 · 80th

  • RANK $31M
  • RANK 89
  • RANK 80th
  • RANK 401(k)
  • RANK near Engel Machinery, Inc. 401(k) Savings Plan
  • RANK ind #14648

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 →

Foothill Cardiology Profit Sharing/401(k) and Health/Disability Plan and Trust in the asset neighbourhood

Engel Machinery, Inc. 401(k) Savings PlanEngel Machinery, Inc. 401(k)…$31MInterra Credit Union 401(k) Plan and TrustInterra Credit Union 401(k) …$31MFoothill Cardiology Profit Sharing/401(k) and Health/Disability Plan and TrustFoothill Cardiology Profit S…$31MEmployee Profit Sharing Plan and Trust for Employees of Fcs Industries, Inc. and SubsidiariesEmployee Profit Sharing Plan…$31MGerken Retirement Savings PlanGerken Retirement Savings Pl…$31M
End-of-year total assets ($M) among Foothill Cardiology Profit Sharing/401(k) and Health/Disability Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$31M
Net Income$6M
Employer EIN953350882
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Foothill Cardiology Medical Group, Inc.)

Sponsor-wide plan assets over time

All Foothill Cardiology Medical Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$39M 53.59170698595862% vs 2022
2024 filing year
$20M$25M$30M$35M$40M$45M 202220232024 $25.3M $38.9M ▲ +53.6%
Year Plans Participants Total Assets
2022 1 78 $25M
2023 1 89 $31M
2024 1 93 $39M

Nearby 401(k) Plans in California

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

Foothill Cardiology Profit Sharing/401(k) and Health/Disability Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Foothill Cardiology Profit Sharing/401(k) and Health/Disability Plan and Trust, Total assets ($B): 0.031443176 · Participants: 89Foothill Cardiology Profit Sharing/401(k) and Health/Disability Plan and 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
Foothill Cardiology Profit Sharing/401(k) and Health/Disability Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants

Foothill Cardiology Profit Sharing/401(k) and Health/Disability Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Engel Machinery, Inc. 401(k) Savings Plan in PA ($31M); by covered participants it is Cross Country 401(k) Plan in TX (89 participants). Same-state nearby plans are listed separately above.

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 Foothill Cardiology Profit Sharing/401(k) and Health/Disability Plan and Trust assets move in 2023?
Foothill Cardiology Profit Sharing/401(k) and Health/Disability Plan and Trust grew sharply - up 24.1% during 2023, from $25M to $31M. Reported net income was $6M.
How have Foothill Cardiology Medical Group, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Foothill Cardiology Medical Group, Inc.'s sponsor-wide assets grew 53.6%, from $25M to $39M.
Where does Foothill Cardiology Profit Sharing/401(k) and Health/Disability Plan and Trust rank by assets among Form 5500 filers?
Foothill Cardiology Profit Sharing/401(k) and Health/Disability Plan and Trust ranks in the 80th 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 Foothill Cardiology Profit Sharing/401(k) and Health/Disability Plan and Trust?
Among 401(k) plans in other states, the closest by assets is Engel Machinery, Inc. 401(k) Savings Plan in PA ($31M, 239 participants).
Which 401(k) plans cover a similar participant headcount to Foothill Cardiology Profit Sharing/401(k) and Health/Disability Plan and Trust?
Among 401(k) plans in other states, the closest by covered participants is Cross Country 401(k) Plan in TX (89 participants, N/A in assets).