Profit Sharing · DOL Form 5500 · 2023

Sarath C. Witana Medical Group Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
7
Participants Small participant base
30th
Percentile by assets National rank
$275,635
Avg per participant High balance/head
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Official DOL plan name: Sarath C. Witana Medical Group · Sponsored by Sarath C. Witana Medical Group · California · Healthcare & Social Assistance

$2M in assets, 7 participants

Sarath C. Witana Medical Group's Sarath C. Witana Medical Group reported $2M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #5,044 in Healthcare & Social Assistance (17,684 peers)

Sarath C. Witana Medical Group multi-year trail

Sarath C. Witana Medical Group's plans moved +80.4% in assets from 2022 to 2024; this filing shows Sarath C. Witana Medical Group at $2M / 7 participants.

#5,044
in Healthcare & Social Assistance (17,684 peers)
+43.3%
assets growth YoY

Sarath C. Witana Medical Group among the smaller filed plans by assets

Sarath C. Witana Medical Group vs every filed plan by assets

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

$1,929,448 30th percentile higher than 30% 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

Sarath C. Witana Medical Group among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sarath C. Witana Medical Group is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sarath C. Witana Medical Group reported net income rose from -$708K in the plan year 2022 filing to $583K in the plan year 2023 filing.
  • Sarath C. Witana Medical Group end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 330953232 · Sarath C. Witana Medical Group PY 2023 · Profit Sharing

Sarath C. Witana Medical Group · $2M · 7 · 30th

  • VS-ST $2M
  • VS-ST 7
  • VS-ST 30th
  • VS-ST Profit Sharing
  • VS-ST near Lambert Eyecare Associates, P.S.C. Profit Sharing Plan
  • VS-ST ind #5044

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 →

Sarath C. Witana Medical Group in the asset neighbourhood

Sarath C. Witana Medical GroupSarath C. Witana Medical Gro…$2MLambert Eyecare Associates, P.S.C. Profit Sharing PlanLambert Eyecare Associates, …$2MNicholas R. Sabatine, III, P.C. Profit Sharing PlanNicholas R. Sabatine, III, P…$2MChristophe Sevrain LLC Mpp$2MMitchell Broder, Cpa Profit Sharing PlanMitchell Broder, Cpa Profit …$2M
End-of-year total assets ($M) among Sarath C. Witana Medical Group and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Sarath C. Witana Medical Group multi-year asset trail

Sponsor-wide plan assets over time

All Sarath C. Witana Medical Group plans reported in each filing year

Latest sponsor-wide plan assets
$2M 80.36831862835724% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M$3M 202220232024 $1.35M $2.43M ▲ +80.0%
Year Plans Participants Total Assets
2022 1 7 $1M
2023 1 7 $2M
2024 1 4 $2M

Sarath C. Witana Medical Group filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$583K
Employer EIN330953232
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Sarath C. Witana Medical Group vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Sarath C. Witana Medical Group, Total assets ($B): 0.001929448 · Participants: 7Sarath C. Witana Medical GroupIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
Sarath C. Witana Medical Group vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Sarath C. Witana Medical Group side-by-side with 3 peers →

Sarath C. Witana Medical Group's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Lambert Eyecare Associates, P.S.C. Profit Sharing Plan in KY ($2M); by covered participants it is Lawrence P. Zamzok Profit Sharing Plan in NM (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Sarath C. Witana Medical Group assets move in 2023? ▼
Sarath C. Witana Medical Group surged - up 43.3% during 2023, from $1M to $2M. Reported net income was $583K.
How have Sarath C. Witana Medical Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sarath C. Witana Medical Group's sponsor-wide assets grew 80.4%, from $1M to $2M.
Which Profit Sharing plans are similar in size to Sarath C. Witana Medical Group? ▼
Among Profit Sharing plans in other states, the closest by assets is Lambert Eyecare Associates, P.S.C. Profit Sharing Plan in KY ($2M, 6 participants).
Which Profit Sharing plans cover a similar participant headcount to Sarath C. Witana Medical Group? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Lawrence P. Zamzok Profit Sharing Plan in NM (7 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 330953232.

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.