401(k) · DOL Form 5500 · 2023

Twin Med, LLC 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets: 508
Participants Below avg headcount: 65th
Percentile by assets National rank: $26,114
Avg per participant Low balance/head

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Official DOL plan name: Twin Med 401(k) Plan · Sponsored by Twin Med, LLC · California · Wholesale Trade

$13M in assets, 508 participants

Twin Med, LLC's Twin Med 401(k) Plan reported $13M in total assets and 508 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

#3,669 in Wholesale Trade (6,309 peers)

Twin Med, LLC multi-year trail

Twin Med, LLC's plans moved +47.0% in assets from 2022 to 2024; this filing shows Twin Med 401(k) Plan at $13M / 508 participants.

#3,669
in Wholesale Trade (6,309 peers): +25.7%
assets growth YoY

Twin Med 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Twin Med 401(k) Plan vs every filed plan by assets

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

$13,265,773 Top 35% higher than 65% 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

Twin Med 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. Twin Med 401(k) Plan sits mid-pack in the medium band (508 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Twin Med 401(k) Plan reported net income rose from -$222K in the plan year 2022 filing to $3M in the plan year 2023 filing.
Twin Med 401(k) Plan end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 200725693 · Twin Med, LLC PY 2023 · 401(k)

Twin Med 401(k) Plan · $13M · 508 · 65th

EBSA $13M
EBSA 508
EBSA 65th
EBSA 401(k)
EBSA near Forest Health Services, LLC Retirement Savings Plan
EBSA ind #3669

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 Wholesale Trade retirement plans → · Plans in California →

End-of-year total assets ($M) among Twin Med 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Twin Med, LLC multi-year asset trail

Latest sponsor-wide plan assets: $16M 46.9924649231222% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	513	$11M
2023	1	508	$13M
2024	1	495	$16M

Twin Med, LLC filing trail (2023)

Total Assets (Beginning of Year)	$11M
Net Assets (End of Year)	$13M
Net Income	$3M
Employer EIN	200725693
Plan Effective Date	2019-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in California

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

Twin Med 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

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

Compare Twin Med 401(k) Plan side-by-side with 3 peers →

Twin Med 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Forest Health Services, LLC Retirement Savings Plan in MI ($13M); by covered participants it is Southern Hvac Corporation 401(k) Plan in FL (508 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Forest Health Services, LLC Retirement Savings Plan (MI) $13M · 119
Microhealth LLC 401(k) Profit Sharing Plan & Trust (VA) $13M · 252
Spectrix Analytical Services 401(k) Plan (CT) $13M · 205
Rob Haertel 401(k) Profit Sharing Plan (UT) $13M · 4

Similar participant headcount

Nearest other-state filings by covered participants (508 participants); asset peers above are excluded.

Southern Hvac Corporation 401(k) Plan (FL) 508 · 0 off
Sciencelogic Inc. 401(k) Plan (VA) 508 · 0 off
Central Retirement Savings Plan & Trust Agreement (KY) 508 · 0 off
Vitech Systems Group 401(k) Plan (NY) 508 · 0 off

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 Twin Med 401(k) Plan assets move in 2023? ▼

Twin Med 401(k) Plan grew sharply - up 25.7% during 2023, from $11M to $13M. Reported net income was $3M.

How have Twin Med, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Twin Med, LLC's sponsor-wide assets grew 47.0%, from $11M to $16M.

Which 401(k) plans are similar in size to Twin Med 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Forest Health Services, LLC Retirement Savings Plan in MI ($13M, 119 participants).

Which 401(k) plans cover a similar participant headcount to Twin Med 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Southern Hvac Corporation 401(k) Plan in FL (508 participants, $11M 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 200725693.