401(k) · DOL Form 5500 · 2023

Golden State Orthopedics & Spine 401(k) Plan

Data updated 2026-08-25

$96M
Total assets Below avg plan size
387
Participants Below avg headcount
91st
Percentile by assets National rank
$248,042
Avg per participant Above avg balance/head
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Official DOL plan name: Golden State Orthopedics & Spine Profit Sharing 401(k) Plan · Sponsored by Golden State Orthopedics & Spine · California · Healthcare & Social Assistance

$96M in assets, 387 participants

Golden State Orthopedics & Spine's Golden State Orthopedics & Spine Profit Sharing 401(k) Plan reported $96M in total assets and 387 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #16,289 in Healthcare & Social Assistance (17,684 peers)

Where Golden State Orthopedics & Spine Profit Sharing 401(k) Plan sits by assets

Golden State Orthopedics & Spine Profit Sharing 401(k) Plan sits in the top 10% of all filed plans by assets, $96M for 387 participants (~$248,042/participant), up 20.7% in 2023.

#16,289
in Healthcare & Social Assistance (17,684 peers)
+20.7%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Golden State Orthopedics & Spine Profit Sharing 401(k) Plan's outsized position by total assets

Golden State Orthopedics & Spine Profit Sharing 401(k) Plan vs every filed plan by assets

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

$95,992,097 Top 9% higher than 91% 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

Golden State Orthopedics & Spine Profit Sharing 401(k) 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. Golden State Orthopedics & Spine Profit Sharing 401(k) Plan sits mid-pack in the medium band (387 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Golden State Orthopedics & Spine Profit Sharing 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Golden State Orthopedics & Spine Profit Sharing 401(k) Plan end-of-year assets rose from $80M in the plan year 2022 filing to $96M in the plan year 2023 filing.
  • Golden State Orthopedics & Spine Profit Sharing 401(k) Plan reported participants rose from 323 in the plan year 2022 filing to 387 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 943375456 · Golden State Orthopedics & Spine PY 2023 · 401(k)

Golden State Orthopedics & Spine Profit Sharing 401(k) Plan · $96M · 387 · 91st

  • EIN $96M
  • EIN 387
  • EIN 91st
  • EIN 401(k)
  • EIN near The Capital Accumulation Plan of Global Aerospace, Inc.
  • EIN ind #16289

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 →

Golden State Orthopedics & Spine Profit Sharing 401(k) Plan in the asset neighbourhood

The Capital Accumulation Plan of Global Aerospace, Inc.The Capital Accumulation Pla…$96MCanaccord Genuity LLC 401(k) PlanCanaccord Genuity LLC 401(k)…$96MSavings Plan & Trust Agreement of Lauritzen Corporation and Related CompaniesSavings Plan & Trust Agreeme…$96MGolden State Orthopedics & Spine Profit Sharing 401(k) PlanGolden State Orthopedics & S…$96MWilliams & Connolly LLP 401(k) Savings Plan and TrustWilliams & Connolly LLP 401(…$96M
End-of-year total assets ($M) among Golden State Orthopedics & Spine Profit Sharing 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)$80M
Net Assets (End of Year)$96M
Net Income$7M
Employer EIN943375456
Plan Effective Date2001-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Golden State Orthopedics & Spine)

Sponsor-wide plan assets over time

All Golden State Orthopedics & Spine plans reported in each filing year

Latest sponsor-wide plan assets
$109M 37.614515664995366% vs 2022
2024 filing year
$70M$80M$90M$100M$110M$120M 202220232024 $79.5M $109M ▲ +37.6%
Year Plans Participants Total Assets
2022 1 323 $80M
2023 1 387 $96M
2024 1 356 $109M

Nearby 401(k) Plans in California

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

Golden State Orthopedics & Spine Profit Sharing 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Golden State Orthopedics & Spine Profit Sharing 401(k) Plan, Total assets ($B): 0.095992097 · Participants: 387Golden State Orthopedics & Spine Profit Sharing 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
Golden State Orthopedics & Spine Profit Sharing 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Golden State Orthopedics & Spine Profit Sharing 401(k) Plan side-by-side with 3 peers →

Golden State Orthopedics & Spine Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is The Capital Accumulation Plan of Global Aerospace, Inc. in NJ ($96M); by covered participants it is Lb&b Associates Inc. 401(k) Plan in MD (387 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (387 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 Golden State Orthopedics & Spine Profit Sharing 401(k) Plan assets move in 2023? ▼
Golden State Orthopedics & Spine Profit Sharing 401(k) Plan grew sharply - up 20.7% during 2023, from $80M to $96M. Reported net income was $7M.
How have Golden State Orthopedics & Spine plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Golden State Orthopedics & Spine's sponsor-wide assets grew 37.6%, from $80M to $109M.
Where does Golden State Orthopedics & Spine Profit Sharing 401(k) Plan rank by assets among Form 5500 filers? ▼
Golden State Orthopedics & Spine Profit Sharing 401(k) Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Golden State Orthopedics & Spine Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Capital Accumulation Plan of Global Aerospace, Inc. in NJ ($96M, 179 participants).
Which 401(k) plans cover a similar participant headcount to Golden State Orthopedics & Spine Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lb&b Associates Inc. 401(k) Plan in MD (387 participants, $22M 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 943375456.

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.