401(k) · DOL Form 5500 · 2023
Orange County Urology Associates, Inc. a Medical Group 401(k) Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 120
- Participants Small participant base
- 71st
- Percentile by assets National rank
- $149,644
- Avg per participant Above avg balance/head
Official DOL plan name: Orange County Urology Associates 401(k) Profit Sharing Plan · Sponsored by Orange County Urology Associates, Inc. a Medical Group · California · Healthcare & Social Assistance
$18M in assets, 120 participants
Orange County Urology Associates, Inc. a Medical Group's Orange County Urology Associates 401(k) Profit Sharing Plan reported $18M in total assets and 120 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.
- #13,317 in Healthcare & Social Assistance (17,684 peers)
Coverage in California
Orange County Urology Associates 401(k) Profit Sharing Plan covers 120 participants in California, about 19% of the average California filer (state average ~630 per filing). Assets: $18M.
- #13,317
- in Healthcare & Social Assistance (17,684 peers)
- -6.3%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Orange County Urology Associates 401(k) Profit Sharing Plan's outsized position by total assets
Orange County Urology Associates 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$17,957,239 Top 29% higher than 71% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Orange County Urology Associates 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. Orange County Urology Associates 401(k) Profit Sharing Plan sits mid-pack in the medium band (120 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Orange County Urology Associates 401(k) Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to -$1M in the plan year 2023 filing.
- Orange County Urology Associates 401(k) Profit Sharing Plan reported participants rose from 104 in the plan year 2022 filing to 120 in the plan year 2023 filing.
- Orange County Urology Associates 401(k) Profit Sharing Plan end-of-year assets fell from $19M in the plan year 2022 filing to $18M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 571143045 · Orange County Urology Associates, Inc. a Medical Group PY 2023 · 401(k)
Orange County Urology Associates 401(k) Profit Sharing Plan · $18M · 120 · 71st
- EIN $18M
- RANK 120
- PHOTO 71st
- IND 401(k)
- EOY near Ruxer Ford Lincoln, Inc. Employees Profit Sharing and Savings Plan
- 5500 ind #13317
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 →
Orange County Urology Associates 401(k) Profit Sharing Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | -$1M |
| Employer EIN | 571143045 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Orange County Urology Associates, Inc. a Medical Group)
Sponsor-wide plan assets over time
All Orange County Urology Associates, Inc. a Medical Group plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 12.862683335315767% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 188 | $23M |
| 2023 | 1 | 120 | $18M |
| 2024 | 1 | 114 | $20M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Orange County Urology Associates 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 Ruxer Ford Lincoln, Inc. Employees Profit Sharing and Savings Plan in IN ($18M); by covered participants it is Southgroup 401(k) Plan in MS (120 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
Similar participant headcount
Nearest other-state filings by covered participants (120 participants); asset peers above are excluded.
- Southgroup 401(k) Plan (MS) 120 · 0 off
- Southwest Hazard Control, Inc. Employees' Savings and Profit Sharing Plan (AZ) 120 · 0 off
- C S T & T Co. 401(k) Plan (NY) 120 · 0 off
- Menil Foundation, Inc. Employee Retirement Benefit Plan (TX) 120 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.