401(k) · DOL Form 5500 · 2023

Scott P. Leary, M.D., Inc. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
5
Participants Small participant base
68th
Percentile by assets National rank
$3.2M
Avg per participant High balance/head
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Official DOL plan name: Scott P. Leary, M.D., Inc. 401(k) Profit Sharing Plan & Trust · Sponsored by Scott P. Leary, M.D., Inc. · California · Healthcare & Social Assistance

$16M in assets, 5 participants

Scott P. Leary, M.D., Inc.'s Scott P. Leary, M.D., Inc. 401(k) Profit Sharing Plan & Trust reported $16M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #12,979 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

Scott P. Leary, M.D., Inc. 401(k) Profit Sharing Plan & Trust holds $16M for 5 participants - about $3.2M per participant, above the median plan by assets.

#12,979
in Healthcare & Social Assistance (17,684 peers)
+5.1%
assets growth YoY

Scott P. Leary, M.D., Inc. 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Scott P. Leary, M.D., Inc. 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$15,947,030 Top 32% higher than 68% 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

Scott P. Leary, M.D., Inc. 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Scott P. Leary, M.D., Inc. 401(k) Profit Sharing Plan & Trust is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Scott P. Leary, M.D., Inc. 401(k) Profit Sharing Plan & Trust reported net income fell from $13M in the plan year 2022 filing to $771K in the plan year 2023 filing.
  • Scott P. Leary, M.D., Inc. 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $15M in the plan year 2022 filing to $16M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 260438409 · Scott P. Leary, M.D., Inc. PY 2023 · 401(k)

Scott P. Leary, M.D., Inc. 401(k) Profit Sharing Plan & Trust · $16M · 5 · 68th

  • VS-ST $16M
  • VS-ST 5
  • VS-ST 68th
  • VS-ST 401(k)
  • VS-ST near Hupy and Abraham, S.C. 401(k) Profit Sharing Plan
  • VS-ST ind #12979

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 →

Scott P. Leary, M.D., Inc. 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Scott P. Leary, M.D., Inc. 401(k) Profit Sharing Plan & TrustScott P. Leary, M.D., Inc. 4…$16MHupy and Abraham, S.C. 401(k) Profit Sharing PlanHupy and Abraham, S.C. 401(k…$16MXylem Goulds Pumps Retirement Savings and Investment PlanXylem Goulds Pumps Retiremen…$16MAdswerve Inc. 401(k) Plan$16MZehnder's of Frankenmuth, Inc. 401(k) & Profit Sharing Plan & TrustZehnder's of Frankenmuth, In…$16M
End-of-year total assets ($M) among Scott P. Leary, M.D., Inc. 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$16M
Net Income$771K
Employer EIN260438409
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Scott P. Leary, M.D., Inc.)

Sponsor-wide plan assets over time

All Scott P. Leary, M.D., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 5.811508589152386% vs 2022
2024 filing year
$15M$15.5M$16M$16.5M 202220232024 $15.2M $16.1M ▲ +5.8%
Year Plans Participants Total Assets
2022 1 5 $15M
2023 1 5 $16M
2024 1 5 $16M

Nearby 401(k) Plans in California

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

Scott P. Leary, M.D., Inc. 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 ($B) Participants Scott P. Leary, M.D., Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.01594703 · Participants: 5Scott P. Leary, M.D., Inc. 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
Scott P. Leary, M.D., Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Scott P. Leary, M.D., Inc. 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Scott P. Leary, M.D., Inc. 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 Hupy and Abraham, S.C. 401(k) Profit Sharing Plan in WI ($16M); by covered participants it is Larrann, Inc. 401(k) Plan in FL (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Scott P. Leary, M.D., Inc. 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Scott P. Leary, M.D., Inc. 401(k) Profit Sharing Plan & Trust grew at a solid clip - up 5.1% during 2023, from $15M to $16M. Reported net income was $771K.
How have Scott P. Leary, M.D., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Scott P. Leary, M.D., Inc.'s sponsor-wide assets grew 5.8%, from $15M to $16M.
Which 401(k) plans are similar in size to Scott P. Leary, M.D., Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Hupy and Abraham, S.C. 401(k) Profit Sharing Plan in WI ($16M, 145 participants).
Which 401(k) plans cover a similar participant headcount to Scott P. Leary, M.D., Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Larrann, Inc. 401(k) Plan in FL (5 participants, $588K 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 260438409.

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.