401(k) · DOL Form 5500 · 2023

Kern Medical Surgery Center Ll 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
99
Participants Small participant base
24th
Percentile by assets National rank
$10,900
Avg per participant Low balance/head
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Official DOL plan name: Kern Medical Surgery Center Ll 401(k) Profit Sharing Plan & Trust · Sponsored by Kern Medical Surgery Center Ll · California · Professional & Technical Services

$1M in assets, 99 participants

Kern Medical Surgery Center Ll's Kern Medical Surgery Center Ll 401(k) Profit Sharing Plan & Trust reported $1M in total assets and 99 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

  • #3,976 in Professional & Technical Services (20,321 peers)

2023 asset change

Kern Medical Surgery Center Ll 401(k) Profit Sharing Plan & Trust surged 35.7% in 2023 ($795K → $1M) for 99 participants.

#3,976
in Professional & Technical Services (20,321 peers)
+35.7%
assets growth YoY

Kern Medical Surgery Center Ll 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Kern Medical Surgery Center Ll 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$1,079,073 24th percentile higher than 24% 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

Kern Medical Surgery Center Ll 401(k) Profit Sharing Plan & 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. Kern Medical Surgery Center Ll 401(k) Profit Sharing Plan & Trust is a small filing (99 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 352572591 · Kern Medical Surgery Center Ll PY 2023 · 401(k)

Kern Medical Surgery Center Ll 401(k) Profit Sharing Plan & Trust · $1M · 99 · 24th

  • BOY $1M
  • SCH 99
  • EBSA 24th
  • PART 401(k)
  • TYPE near Chicago Style Smiles, LLC 401(k) Profit Sharing Plan
  • NET ind #3976

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 Professional & Technical Services retirement plans → · Plans in California →

Kern Medical Surgery Center Ll 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Kern Medical Surgery Center Ll 401(k) Profit Sharing Plan & TrustKern Medical Surgery Center …$1MChicago Style Smiles, LLC 401(k) Profit Sharing PlanChicago Style Smiles, LLC 40…$1MHwg3 Inc. 401(k) Plan$1MCygilant, Inc. 401(k) Plan$1MSusan Gulick Interiors Ltd. 401(k) PlanSusan Gulick Interiors Ltd. …$1M
End-of-year total assets ($M) among Kern Medical Surgery Center Ll 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

2023 asset-move particulars

Total Assets (Beginning of Year)$795K
Net Assets (End of Year)$1M
Net Income$284K
Employer EIN352572591
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Kern Medical Surgery Center Ll 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 ($B) Participants Kern Medical Surgery Center Ll 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.001079073 · Participants: 99Kern Medical Surgery Center Ll 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
Kern Medical Surgery Center Ll 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Kern Medical Surgery Center Ll 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Kern Medical Surgery Center Ll 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 Chicago Style Smiles, LLC 401(k) Profit Sharing Plan in IL ($1M); by covered participants it is Arj Infusion Services, Inc. Employees Savings Trust in KS (99 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (99 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 Kern Medical Surgery Center Ll 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Kern Medical Surgery Center Ll 401(k) Profit Sharing Plan & Trust surged - up 35.7% during 2023, from $795K to $1M. Reported net income was $284K.
Where does Kern Medical Surgery Center Ll 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Kern Medical Surgery Center Ll 401(k) Profit Sharing Plan & Trust ranks in the 24th 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 Kern Medical Surgery Center Ll 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Chicago Style Smiles, LLC 401(k) Profit Sharing Plan in IL ($1M, 9 participants).
Which 401(k) plans cover a similar participant headcount to Kern Medical Surgery Center Ll 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Arj Infusion Services, Inc. Employees Savings Trust in KS (99 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 352572591.

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.