401(k) · DOL Form 5500 · 2023

The Aurray Group, Inc. D/B/a Sutter West Bay Medical Group 401(k) Plan

Data updated 2026-08-11

$113M
Total assets
180
Participants
92nd
Percentile by assets
$629,328
Avg per participant
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Official DOL plan name: Swbmg 401(k) Plan · Sponsored by The Aurray Group, Inc. D/B/a Sutter West Bay Medical Group · California · Healthcare & Social Assistance

$113M in assets, 180 participants

The Aurray Group, Inc. D/B/a Sutter West Bay Medical Group's Swbmg 401(k) Plan reported $113M in total assets and 180 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • 92nd percentile by assets (of 127,072 plans)
  • #16,455 in Healthcare & Social Assistance (17,684 peers)

Coverage in California

Swbmg 401(k) Plan covers 180 participants in California, about 29% of the average California filer (state average ~630 per filing). Assets: $113M.

$113M
total plan assets (2023 EOY)
180
covered participants
92nd
percentile by assets (of 127,072 plans)
$629,328
avg assets per participant

Where Swbmg 401(k) Plan sits by total assets

Swbmg 401(k) Plan vs every filed plan by assets

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

$113,279,024 Top 8% higher than 92% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Swbmg 401(k) Plan reported net income rose from -$22M in the plan year 2022 filing to $28M in the plan year 2023 filing.
  • Swbmg 401(k) Plan end-of-year assets rose from $85M in the plan year 2022 filing to $113M in the plan year 2023 filing.
  • Swbmg 401(k) Plan reported participants rose from 166 in the plan year 2022 filing to 180 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Swbmg 401(k) Plan reports 180 participants - about 29% of that state average ($113M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$85M
Net Assets (End of Year)$113M
Net Income$28M
Employer EIN911875960
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Aurray Group, Inc. D/B/a Sutter West Bay Medical Group)

$60M$80M$100M$120M$140M$160M 202220232024 $85.1M $149M ▲ +75.4%
Total plan assets by year, all The Aurray Group, Inc. D/B/a Sutter West Bay Medical Group plans on file
Year Plans Participants Total Assets
2022 1 166 $85M
2023 1 180 $113M
2024 1 185 $149M

Nearby 401(k) Plans in California

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

Swbmg 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Swbmg 401(k) Plan, Total assets ($B): 0.113279024 · Participants: 180Swbmg 401(k) PlanWells Fargo & Compan…, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Compan…Google LLC 401(k) Sa…, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Sa…Oracle Corporation 4…, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 4…Intel 401(k) Savings…, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings…Apple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Swbmg 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Swbmg 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Swbmg 401(k) Plan assets move in 2023?
Swbmg 401(k) Plan surged - up 33.2% during 2023, from $85M to $113M. Reported net income was $28M.
How have The Aurray Group, Inc. D/B/a Sutter West Bay Medical Group plan assets changed over time?
Across 3 plan years on file (2022-2024), The Aurray Group, Inc. D/B/a Sutter West Bay Medical Group's sponsor-wide assets grew 75.4%, from $85M to $149M.
Where does Swbmg 401(k) Plan rank by assets among Form 5500 filers?
Swbmg 401(k) Plan ranks in the 92nd 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 Swbmg 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Ciena Healthcare Management, Inc. 401(k) Plan in MI ($113M, 11,713 participants).

Filing takeaways

Ways to act on Swbmg 401(k) Plan's numbers.