401(k) · DOL Form 5500 · 2023

San Diego Sports Medicine and Family Health Center 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
105
Participants Small participant base
62nd
Percentile by assets National rank
$113,513
Avg per participant Below avg balance/head
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Official DOL plan name: San Diego Sports Medicine and Family Health Center 401(k) Profit Sharing Plan · Sponsored by San Diego Sports Medicine and Family Health Center · California · Healthcare & Social Assistance

$12M in assets, 105 participants

San Diego Sports Medicine and Family Health Center's San Diego Sports Medicine and Family Health Center 401(k) Profit Sharing Plan reported $12M in total assets and 105 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #11,998 in Healthcare & Social Assistance (17,684 peers)

Coverage in California

San Diego Sports Medicine and Family Health Center 401(k) Profit Sharing Plan covers 105 participants in California, about 17% of the average California filer (state average ~630 per filing). Assets: $12M.

#11,998
in Healthcare & Social Assistance (17,684 peers)
+30.1%
assets growth YoY

San Diego Sports Medicine and Family Health Center 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

San Diego Sports Medicine and Family Health Center 401(k) Profit Sharing Plan vs every filed plan by assets

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

$11,918,899 Top 38% higher than 62% 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 Diego Sports Medicine and Family Health Center 401(k) Profit Sharing Plan 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. San Diego Sports Medicine and Family Health Center 401(k) Profit Sharing Plan sits mid-pack in the medium band (105 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • San Diego Sports Medicine and Family Health Center 401(k) Profit Sharing Plan reported net income rose from -$924K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • San Diego Sports Medicine and Family Health Center 401(k) Profit Sharing Plan end-of-year assets rose from $9M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • San Diego Sports Medicine and Family Health Center 401(k) Profit Sharing Plan reported participants fell from 107 in the plan year 2022 filing to 105 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 330061064 · San Diego Sports Medicine and Family Health Center PY 2023 · 401(k)

San Diego Sports Medicine and Family Health Center 401(k) Profit Sharing Plan · $12M · 105 · 62nd

  • VS-ST $12M
  • BOY 105
  • SCH 62nd
  • EBSA 401(k)
  • PART near Dellinger, Inc. 401(k) Savings Plan
  • TYPE ind #11998

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 Diego Sports Medicine and Family Health Center 401(k) Profit Sharing Plan in the asset neighbourhood

San Diego Sports Medicine and Family Health Center 401(k) Profit Sharing PlanSan Diego Sports Medicine an…$12MDellinger, Inc. 401(k) Savings PlanDellinger, Inc. 401(k) Savin…$12MBenida Group 401(k) Salary Reduction Plan & TrustBenida Group 401(k) Salary R…$12MMetro Credit Union 401(k) Safe Harbor PlanMetro Credit Union 401(k) Sa…$12MLowry Solutions, Inc. 401(k) PspLowry Solutions, Inc. 401(k)…$12M
End-of-year total assets ($M) among San Diego Sports Medicine and Family Health Center 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$12M
Net Income$3M
Employer EIN330061064
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (San Diego Sports Medicine and Family Health Center)

Sponsor-wide plan assets over time

All San Diego Sports Medicine and Family Health Center plans reported in each filing year

Latest sponsor-wide plan assets
$14M 57.30912147333472% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.16M $14.4M ▲ +57.3%
Year Plans Participants Total Assets
2022 1 107 $9M
2023 1 105 $12M
2024 1 120 $14M

Nearby 401(k) Plans in California

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

San Diego Sports Medicine and Family Health Center 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants San Diego Sports Medicine and Family Health Center 401(k) Profit Sharing Plan, Total assets ($B): 0.011918899 · Participants: 105San Diego Sports Medicine and Family Health Center 401(k) Profit Sharing 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 Diego Sports Medicine and Family Health Center 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants

San Diego Sports Medicine and Family Health Center 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Dellinger, Inc. 401(k) Savings Plan in NC ($12M); by covered participants it is Associated Retina Consultants 401(k) Profit Sharing Plan & Trust in AZ (105 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (105 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 Diego Sports Medicine and Family Health Center 401(k) Profit Sharing Plan assets move in 2023?
San Diego Sports Medicine and Family Health Center 401(k) Profit Sharing Plan surged - up 30.1% during 2023, from $9M to $12M. Reported net income was $3M.
How have San Diego Sports Medicine and Family Health Center plan assets changed over time?
Across 3 plan years on file (2022-2024), San Diego Sports Medicine and Family Health Center's sponsor-wide assets grew 57.3%, from $9M to $14M.
Which 401(k) plans are similar in size to San Diego Sports Medicine and Family Health Center 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Dellinger, Inc. 401(k) Savings Plan in NC ($12M, 75 participants).
Which 401(k) plans cover a similar participant headcount to San Diego Sports Medicine and Family Health Center 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Associated Retina Consultants 401(k) Profit Sharing Plan & Trust in AZ (105 participants, $6M in assets).