401(k) · DOL Form 5500 · 2023

Beach Cities Orthopedic 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
41
Participants Small participant base
34th
Percentile by assets National rank
$65,349
Avg per participant Low balance/head
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Official DOL plan name: Beach Cities Orthopedic 401(k) Profit Sharing Plan · Sponsored by Beach Cities Orthopedic · California · Healthcare & Social Assistance

$3M in assets, 41 participants

Beach Cities Orthopedic's Beach Cities Orthopedic 401(k) Profit Sharing Plan reported $3M in total assets and 41 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

  • #6,074 in Healthcare & Social Assistance (17,684 peers)

Beach Cities Orthopedic multi-year trail

Beach Cities Orthopedic's plans moved +38.3% in assets from 2022 to 2024; this filing shows Beach Cities Orthopedic 401(k) Profit Sharing Plan at $3M / 41 participants.

#6,074
in Healthcare & Social Assistance (17,684 peers)
+25.7%
assets growth YoY

Beach Cities Orthopedic 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Beach Cities Orthopedic 401(k) Profit Sharing Plan vs every filed plan by assets

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

$2,679,327 34th percentile higher than 34% 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

Beach Cities Orthopedic 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. Beach Cities Orthopedic 401(k) Profit Sharing Plan is a small filing (41 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Beach Cities Orthopedic 401(k) Profit Sharing Plan reported net income rose from -$729K in the plan year 2022 filing to $548K in the plan year 2023 filing.
  • Beach Cities Orthopedic 401(k) Profit Sharing Plan reported participants rose from 32 in the plan year 2022 filing to 41 in the plan year 2023 filing.
  • Beach Cities Orthopedic 401(k) Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 263261790 · Beach Cities Orthopedic PY 2023 · 401(k)

Beach Cities Orthopedic 401(k) Profit Sharing Plan · $3M · 41 · 34th

  • RANK $3M
  • RANK 41
  • RANK 34th
  • RANK 401(k)
  • RANK near Bank of the Lowcountry Retirement Plan
  • RANK ind #6074

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 →

Beach Cities Orthopedic 401(k) Profit Sharing Plan in the asset neighbourhood

Beach Cities Orthopedic 401(k) Profit Sharing PlanBeach Cities Orthopedic 401(…$3MBank of the Lowcountry Retirement PlanBank of the Lowcountry Retir…$3MGrand Prairie Foods 401(k) PlanGrand Prairie Foods 401(k) P…$3MShaker Lane Holding, Inc. 401(k) Profit Sharing PlanShaker Lane Holding, Inc. 40…$3MMaddock Industries, Inc. 401(k)/Profit Sharing PlanMaddock Industries, Inc. 401…$3M
End-of-year total assets ($M) among Beach Cities Orthopedic 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Beach Cities Orthopedic multi-year asset trail

Sponsor-wide plan assets over time

All Beach Cities Orthopedic plans reported in each filing year

Latest sponsor-wide plan assets
$3M 38.256372714645046% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.13M $2.95M ▲ +38.5%
Year Plans Participants Total Assets
2022 1 32 $2M
2023 1 41 $3M
2024 1 156 $3M

Beach Cities Orthopedic filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$548K
Employer EIN263261790
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Beach Cities Orthopedic 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 ($B) Participants Beach Cities Orthopedic 401(k) Profit Sharing Plan, Total assets ($B): 0.002679327 · Participants: 41Beach Cities Orthopedic 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
Beach Cities Orthopedic 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Beach Cities Orthopedic 401(k) Profit Sharing Plan side-by-side with 3 peers →

Beach Cities Orthopedic 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 Bank of the Lowcountry Retirement Plan in SC ($3M); by covered participants it is Houston Vehicle Leasing 401(k) Plan in TX (41 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (41 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 Beach Cities Orthopedic 401(k) Profit Sharing Plan assets move in 2023? ▼
Beach Cities Orthopedic 401(k) Profit Sharing Plan grew sharply - up 25.7% during 2023, from $2M to $3M. Reported net income was $548K.
How have Beach Cities Orthopedic plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Beach Cities Orthopedic's sponsor-wide assets grew 38.3%, from $2M to $3M.
Which 401(k) plans are similar in size to Beach Cities Orthopedic 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bank of the Lowcountry Retirement Plan in SC ($3M, 50 participants).
Which 401(k) plans cover a similar participant headcount to Beach Cities Orthopedic 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Houston Vehicle Leasing 401(k) Plan in TX (41 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 263261790.

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.