401(k) · DOL Form 5500 · 2023

Clinica Monsenor Oscar a. Romero 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
198
Participants Below avg headcount
35th
Percentile by assets National rank
$14,857
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan of Clinica Monsenor Oscar a. Romero · Sponsored by Clinica Monsenor Oscar a. Romero · California · Other Services

$3M in assets, 198 participants

Clinica Monsenor Oscar a. Romero's 403(b) Thrift Plan of Clinica Monsenor Oscar a. Romero reported $3M in total assets and 198 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

  • #4,662 in Other Services (7,857 peers)

Coverage in California

403(b) Thrift Plan of Clinica Monsenor Oscar a. Romero covers 198 participants in California, about 31% of the average California filer (state average ~630 per filing). Assets: $3M.

#4,662
in Other Services (7,857 peers)
+32.4%
assets growth YoY

403(b) Thrift Plan of Clinica Monsenor Oscar a. Romero's mid-pack asset rank among Other Services and all filers

403(b) Thrift Plan of Clinica Monsenor Oscar a. Romero vs every filed plan by assets

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

$2,941,730 35th percentile higher than 35% 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

403(b) Thrift Plan of Clinica Monsenor Oscar a. Romero among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 403(b) Thrift Plan of Clinica Monsenor Oscar a. Romero sits mid-pack in the medium band (198 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 403(b) Thrift Plan of Clinica Monsenor Oscar a. Romero reported net income rose from $78K in the plan year 2022 filing to $720K in the plan year 2023 filing.
  • 403(b) Thrift Plan of Clinica Monsenor Oscar a. Romero reported participants rose from 130 in the plan year 2022 filing to 198 in the plan year 2023 filing.
  • 403(b) Thrift Plan of Clinica Monsenor Oscar a. Romero 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 953881333 · Clinica Monsenor Oscar a. Romero PY 2023 · 401(k)

403(b) Thrift Plan of Clinica Monsenor Oscar a. Romero · $3M · 198 · 35th

  • ASSETS $3M
  • PCT 198
  • EIN 35th
  • RANK 401(k)
  • PHOTO near Altitude Energy Partners 401(k) Plan
  • IND ind #4662

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 Other Services retirement plans → · Plans in California →

403(b) Thrift Plan of Clinica Monsenor Oscar a. Romero in the asset neighbourhood

403(b) Thrift Plan of Clinica Monsenor Oscar a. Romero403(b) Thrift Plan of Clinic…$3MAltitude Energy Partners 401(k) PlanAltitude Energy Partners 401…$3MSalvatore P. Mancuso, D.D.S. Profit Sharing PlanSalvatore P. Mancuso, D.D.S.…$3MAffordable Creative Services, Inc. Employees 401(k) PlanAffordable Creative Services…$3MCampbell-Brown, Inc. 401(k) Profit Sharing PlanCampbell-Brown, Inc. 401(k) …$3M
End-of-year total assets ($M) among 403(b) Thrift Plan of Clinica Monsenor Oscar a. Romero and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$720K
Employer EIN953881333
Plan Effective Date2009-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Clinica Monsenor Oscar a. Romero)

Sponsor-wide plan assets over time

All Clinica Monsenor Oscar a. Romero plans reported in each filing year

Latest sponsor-wide plan assets
$4M 72.98531088096898% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.22M $3.84M ▲ +73.0%
Year Plans Participants Total Assets
2022 1 130 $2M
2023 1 198 $3M
2024 1 233 $4M

Nearby 401(k) Plans in California

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

403(b) Thrift Plan of Clinica Monsenor Oscar a. Romero vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants 403(b) Thrift Plan of Clinica Monsenor Oscar a. Romero, Total assets ($B): 0.00294173 · Participants: 198403(b) Thrift Plan of Clinica Monsenor Oscar a. RomeroWells 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
403(b) Thrift Plan of Clinica Monsenor Oscar a. Romero vs. nearby 401(k) plans in California, assets vs. participants
Compare 403(b) Thrift Plan of Clinica Monsenor Oscar a. Romero side-by-side with 3 peers →

403(b) Thrift Plan of Clinica Monsenor Oscar a. Romero's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Altitude Energy Partners 401(k) Plan in WY ($3M); by covered participants it is Wampum Hardware Co. Profit Sharing 401(k) Plan in PA (198 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (198 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 403(b) Thrift Plan of Clinica Monsenor Oscar a. Romero assets move in 2023? ▼
403(b) Thrift Plan of Clinica Monsenor Oscar a. Romero surged - up 32.4% during 2023, from $2M to $3M. Reported net income was $720K.
How have Clinica Monsenor Oscar a. Romero plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Clinica Monsenor Oscar a. Romero's sponsor-wide assets grew 73.0%, from $2M to $4M.
Which 401(k) plans are similar in size to 403(b) Thrift Plan of Clinica Monsenor Oscar a. Romero? ▼
Among 401(k) plans in other states, the closest by assets is Altitude Energy Partners 401(k) Plan in WY ($3M, 88 participants).
Which 401(k) plans cover a similar participant headcount to 403(b) Thrift Plan of Clinica Monsenor Oscar a. Romero? ▼
Among 401(k) plans in other states, the closest by covered participants is Wampum Hardware Co. Profit Sharing 401(k) Plan in PA (198 participants, $39M 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 953881333.

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.