401(k) · DOL Form 5500 · 2023

Peninsula Orthopedic Associates 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
86
Participants Small participant base
66th
Percentile by assets National rank
$164,629
Avg per participant Above avg balance/head
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Official DOL plan name: Peninsula Orthopedic Associates Profit Sharing 401(k) Plan · Sponsored by Peninsula Orthopedic Associates · California · Healthcare & Social Assistance

$14M in assets, 86 participants

Peninsula Orthopedic Associates's Peninsula Orthopedic Associates Profit Sharing 401(k) Plan reported $14M in total assets and 86 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #12,579 in Healthcare & Social Assistance (17,684 peers)

Peninsula Orthopedic Associates multi-year trail

Peninsula Orthopedic Associates's plans moved -10.2% in assets from 2022 to 2024; this filing shows Peninsula Orthopedic Associates Profit Sharing 401(k) Plan at $14M / 86 participants.

#12,579
in Healthcare & Social Assistance (17,684 peers)
-16.6%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

Peninsula Orthopedic Associates Profit Sharing 401(k) Plan vs every filed plan by assets

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

$14,158,119 Top 34% higher than 66% 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

Peninsula Orthopedic Associates Profit Sharing 401(k) 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. Peninsula Orthopedic Associates Profit Sharing 401(k) Plan is a small filing (86 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Peninsula Orthopedic Associates Profit Sharing 401(k) Plan reported net income fell from -$2M in the plan year 2022 filing to -$3M in the plan year 2023 filing.
  • Peninsula Orthopedic Associates Profit Sharing 401(k) Plan reported participants rose from 71 in the plan year 2022 filing to 86 in the plan year 2023 filing.
  • Peninsula Orthopedic Associates Profit Sharing 401(k) Plan end-of-year assets fell from $17M in the plan year 2022 filing to $14M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 942231888 · Peninsula Orthopedic Associates PY 2023 · 401(k)

Peninsula Orthopedic Associates Profit Sharing 401(k) Plan · $14M · 86 · 66th

  • BOY $14M
  • BOY 86
  • BOY 66th
  • BOY 401(k)
  • BOY near Reliance Savings Bank Profit Sharing and 401(k) Plan
  • BOY ind #12579

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 →

Peninsula Orthopedic Associates Profit Sharing 401(k) Plan in the asset neighbourhood

Peninsula Orthopedic Associates Profit Sharing 401(k) PlanPeninsula Orthopedic Associa…$14MReliance Savings Bank Profit Sharing and 401(k) PlanReliance Savings Bank Profit…$14MBonita Springs Utilities, Inc. 401(k) Profit Sharing PlanBonita Springs Utilities, In…$14MJobcase, Inc. 401(k) Plan$14MAdvanced Power Services 401(k) PlanAdvanced Power Services 401(…$14M
End-of-year total assets ($M) among Peninsula Orthopedic Associates Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Peninsula Orthopedic Associates multi-year asset trail

Sponsor-wide plan assets over time

All Peninsula Orthopedic Associates plans reported in each filing year

Latest sponsor-wide plan assets
$15M 10.205152025068532% vs 2022
2024 filing year
$13M$14M$15M$16M$17M 202220232024 $16.7M $15M ▼ -10.2%
Year Plans Participants Total Assets
2022 1 71 $17M
2023 1 86 $14M
2024 1 79 $15M

Peninsula Orthopedic Associates filing trail (2023)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$14M
Net Income-$3M
Employer EIN942231888
Plan Effective Date1980-11-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Peninsula Orthopedic Associates Profit Sharing 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Peninsula Orthopedic Associates Profit Sharing 401(k) Plan, Total assets ($B): 0.014158119 · Participants: 86Peninsula Orthopedic Associates Profit Sharing 401(k) 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
Peninsula Orthopedic Associates Profit Sharing 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Peninsula Orthopedic Associates Profit Sharing 401(k) Plan side-by-side with 3 peers →

Peninsula Orthopedic Associates Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Reliance Savings Bank Profit Sharing and 401(k) Plan in PA ($14M); by covered participants it is Digestive Health Clinic, LLC 401(k) Profit Sharing Plan in ID (86 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (86 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 Peninsula Orthopedic Associates Profit Sharing 401(k) Plan assets move in 2023? ▼
Peninsula Orthopedic Associates Profit Sharing 401(k) Plan declined sharply - down 16.6% during 2023, from $17M to $14M. Reported net income was -$3M.
How have Peninsula Orthopedic Associates plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Peninsula Orthopedic Associates's sponsor-wide assets declined 10.2%, from $17M to $15M.
Which 401(k) plans are similar in size to Peninsula Orthopedic Associates Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Reliance Savings Bank Profit Sharing and 401(k) Plan in PA ($14M, 85 participants).
Which 401(k) plans cover a similar participant headcount to Peninsula Orthopedic Associates Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Digestive Health Clinic, LLC 401(k) Profit Sharing Plan in ID (86 participants, $14M 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 942231888.

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.