401(k) · DOL Form 5500 · 2023

Sansum Santa Barbara Medical Clinic, Inc. 401(k) Plan

Data updated 2026-08-25

$205M
Total assets Near avg plan size
230
Participants Below avg headcount
95th
Percentile by assets National rank
$890,718
Avg per participant High balance/head
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Official DOL plan name: Sansum Santa Barbara Medical Clinic, Inc. Profit Sharing Plan · Sponsored by Sansum Santa Barbara Medical Clinic, Inc. · California · Healthcare & Social Assistance

$205M in assets, 230 participants

Sansum Santa Barbara Medical Clinic, Inc.'s Sansum Santa Barbara Medical Clinic, Inc. Profit Sharing Plan reported $205M in total assets and 230 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • #16,873 in Healthcare & Social Assistance (17,684 peers)

Coverage in California

Sansum Santa Barbara Medical Clinic, Inc. Profit Sharing Plan covers 230 participants in California, about 36% of the average California filer (state average ~630 per filing). Assets: $205M.

#16,873
in Healthcare & Social Assistance (17,684 peers)
+11.0%
assets growth YoY
2.1×
vs typical plan assets (national mean)

Sansum Santa Barbara Medical Clinic, Inc. Profit Sharing Plan's outsized position by total assets

Sansum Santa Barbara Medical Clinic, Inc. Profit Sharing Plan vs every filed plan by assets

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

$204,865,246 Top 5% higher than 95% 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

Sansum Santa Barbara Medical Clinic, Inc. 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. Sansum Santa Barbara Medical Clinic, Inc. Profit Sharing Plan sits mid-pack in the medium band (230 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sansum Santa Barbara Medical Clinic, Inc. Profit Sharing Plan reported net income rose from -$39M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Sansum Santa Barbara Medical Clinic, Inc. Profit Sharing Plan end-of-year assets rose from $185M in the plan year 2022 filing to $205M in the plan year 2023 filing.
  • Sansum Santa Barbara Medical Clinic, Inc. Profit Sharing Plan reported participants fell from 237 in the plan year 2022 filing to 230 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 952855614 · Sansum Santa Barbara Medical Clinic, Inc. PY 2023 · 401(k)

Sansum Santa Barbara Medical Clinic, Inc. Profit Sharing Plan · $205M · 230 · 95th

  • RANK $205M
  • PHOTO 230
  • IND 95th
  • EOY 401(k)
  • 5500 near Sibley Memorial Hospital 401(k) Plan
  • ASSETS ind #16873

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 →

Sansum Santa Barbara Medical Clinic, Inc. Profit Sharing Plan in the asset neighbourhood

Baylor Affiliated Services Retirement Savings PlanBaylor Affiliated Services R…$205MSansum Santa Barbara Medical Clinic, Inc. Profit Sharing PlanSansum Santa Barbara Medical…$205MSibley Memorial Hospital 401(k) PlanSibley Memorial Hospital 401…$205MGeorgia Farm Bureau Companies Employee Savings PlanGeorgia Farm Bureau Companie…$205MThe Comporium Inc 401(k) and Retirement PlanThe Comporium Inc 401(k) and…$205M
End-of-year total assets ($M) among Sansum Santa Barbara Medical Clinic, Inc. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$185M
Net Assets (End of Year)$205M
Net Income$20M
Employer EIN952855614
Plan Effective Date1973-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sansum Santa Barbara Medical Clinic, Inc.)

Sponsor-wide plan assets over time

All Sansum Santa Barbara Medical Clinic, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$236M 27.78242500783285% vs 2022
2024 filing year
$160M$180M$200M$220M$240M$260M 202220232024 $185M $236M ▲ +27.8%
Year Plans Participants Total Assets
2022 1 237 $185M
2023 1 230 $205M
2024 1 243 $236M

Nearby 401(k) Plans in California

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

Sansum Santa Barbara Medical Clinic, Inc. Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Sansum Santa Barbara Medical Clinic, Inc. Profit Sharing Plan, Total assets ($B): 0.204865246 · Participants: 230Sansum Santa Barbara Medical Clinic, Inc. 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
Sansum Santa Barbara Medical Clinic, Inc. Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Sansum Santa Barbara Medical Clinic, Inc. Profit Sharing Plan side-by-side with 3 peers →

Sansum Santa Barbara Medical Clinic, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Sibley Memorial Hospital 401(k) Plan in DC ($205M); by covered participants it is D2g Group, LLC 401(k) Plan in MA (230 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($205M here).

Similar participant headcount

Nearest other-state filings by covered participants (230 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 Sansum Santa Barbara Medical Clinic, Inc. Profit Sharing Plan assets move in 2023? ▼
Sansum Santa Barbara Medical Clinic, Inc. Profit Sharing Plan grew at a solid clip - up 11.0% during 2023, from $185M to $205M. Reported net income was $20M.
How have Sansum Santa Barbara Medical Clinic, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sansum Santa Barbara Medical Clinic, Inc.'s sponsor-wide assets grew 27.8%, from $185M to $236M.
Where does Sansum Santa Barbara Medical Clinic, Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Sansum Santa Barbara Medical Clinic, Inc. Profit Sharing Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Sansum Santa Barbara Medical Clinic, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sibley Memorial Hospital 401(k) Plan in DC ($205M, 1,926 participants).
Which 401(k) plans cover a similar participant headcount to Sansum Santa Barbara Medical Clinic, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is D2g Group, LLC 401(k) Plan in MA (230 participants, $7M 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 952855614.

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.