401(k) · DOL Form 5500 · 2023

San Jose Medical Group, Inc. 401(k) Plan

Data updated 2026-08-25

$47M
Total assets Below avg plan size
43
Participants Small participant base
85th
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: San Jose Medical Group, Inc. 401(k) Plan · Sponsored by San Jose Medical Group, Inc. · California · Healthcare & Social Assistance

$47M in assets, 43 participants

San Jose Medical Group, Inc.'s San Jose Medical Group, Inc. 401(k) Plan reported $47M in total assets and 43 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #15,428 in Healthcare & Social Assistance (17,684 peers)

Where San Jose Medical Group, Inc. 401(k) Plan sits by assets

San Jose Medical Group, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $47M for 43 participants (~$1.1M/participant), up 18.3% in 2023.

#15,428
in Healthcare & Social Assistance (17,684 peers)
+18.3%
assets growth YoY
0.5×
vs typical plan assets (national mean)

San Jose Medical Group, Inc. 401(k) Plan's outsized position by total assets

San Jose Medical Group, Inc. 401(k) Plan vs every filed plan by assets

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

$47,271,418 Top 15% higher than 85% 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

San Jose Medical Group, Inc. 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. San Jose Medical Group, Inc. 401(k) Plan is a small filing (43 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • San Jose Medical Group, Inc. 401(k) Plan reported net income rose from -$11M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • San Jose Medical Group, Inc. 401(k) Plan end-of-year assets rose from $40M in the plan year 2022 filing to $47M in the plan year 2023 filing.
  • San Jose Medical Group, Inc. 401(k) Plan reported participants fell from 48 in the plan year 2022 filing to 43 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 941326380 · San Jose Medical Group, Inc. PY 2023 · 401(k)

San Jose Medical Group, Inc. 401(k) Plan · $47M · 43 · 85th

  • EIN $47M
  • EIN 43
  • EIN 85th
  • EIN 401(k)
  • EIN near Campbell Companies Bargaining Unit 401(k) Plan
  • EIN ind #15428

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 →

San Jose Medical Group, Inc. 401(k) Plan in the asset neighbourhood

Royal Cup, Inc. 401(k) Retirement PlanRoyal Cup, Inc. 401(k) Retir…$47MSan Jose Medical Group, Inc. 401(k) PlanSan Jose Medical Group, Inc.…$47MCampbell Companies Bargaining Unit 401(k) PlanCampbell Companies Bargainin…$47MCubesmart, L.P. 401(k) Plan$47MPpfa Retirement Plan$47M
End-of-year total assets ($M) among San Jose Medical Group, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$47M
Net Income$7M
Employer EIN941326380
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (San Jose Medical Group, Inc.)

Sponsor-wide plan assets over time

All San Jose Medical Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$51M 26.459423247734005% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $40M $50.5M ▲ +26.5%
Year Plans Participants Total Assets
2022 1 48 $40M
2023 1 43 $47M
2024 1 45 $51M

Nearby 401(k) Plans in California

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

San Jose Medical Group, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants San Jose Medical Group, Inc. 401(k) Plan, Total assets ($B): 0.047271418 · Participants: 43San Jose Medical Group, Inc. 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
San Jose Medical Group, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare San Jose Medical Group, Inc. 401(k) Plan side-by-side with 3 peers →

San Jose Medical Group, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Campbell Companies Bargaining Unit 401(k) Plan in UT ($47M); by covered participants it is Texas Shafts, Inc. Profit Sharing Plan in TX (43 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($47M here).

Similar participant headcount

Nearest other-state filings by covered participants (43 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 San Jose Medical Group, Inc. 401(k) Plan assets move in 2023? ▼
San Jose Medical Group, Inc. 401(k) Plan grew sharply - up 18.3% during 2023, from $40M to $47M. Reported net income was $7M.
How have San Jose Medical Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), San Jose Medical Group, Inc.'s sponsor-wide assets grew 26.5%, from $40M to $51M.
Where does San Jose Medical Group, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
San Jose Medical Group, Inc. 401(k) Plan ranks in the 85th 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 San Jose Medical Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Campbell Companies Bargaining Unit 401(k) Plan in UT ($47M, 598 participants).
Which 401(k) plans cover a similar participant headcount to San Jose Medical Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Texas Shafts, Inc. Profit Sharing Plan in TX (43 participants, $3M 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 941326380.

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.