Profit Sharing · DOL Form 5500 · 2023
Sharp Rees-Stealy Medical Group, Inc. Profit Sharing Plan
Data updated 2026-08-11
- $215M
- Total assets
- 337
- Participants
- 95th
- Percentile by assets
- $636,520
- Avg per participant
Official DOL plan name: Sharp Rees-Stealy Medical Group, Inc. Profit Sharing Plan · Sponsored by Sharp Rees-Stealy Medical Group, Inc. · California · Healthcare & Social Assistance
$215M in assets, 337 participants
Sharp Rees-Stealy Medical Group, Inc.'s Sharp Rees-Stealy Medical Group, Inc. Profit Sharing Plan reported $215M in total assets and 337 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.
- 95th percentile by assets (of 127,072 plans)
- #16,901 in Healthcare & Social Assistance (17,684 peers)
Where Sharp Rees-Stealy Medical Group, Inc. Profit Sharing Plan sits by assets
Sharp Rees-Stealy Medical Group, Inc. Profit Sharing Plan sits in the top 5% of all filed plans by assets, $215M for 337 participants (~$636,520/participant), up 138.0% in 2023.
- $215M
- total plan assets (2023 EOY)
- 337
- covered participants
- 95th
- percentile by assets (of 127,072 plans)
- $636,520
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sharp Rees-Stealy Medical Group, Inc. Profit Sharing Plan reported net income rose from -$19M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- Sharp Rees-Stealy Medical Group, Inc. Profit Sharing Plan end-of-year assets rose from $90M in the plan year 2022 filing to $215M in the plan year 2023 filing.
- Sharp Rees-Stealy Medical Group, Inc. Profit Sharing Plan reported participants fell from 445 in the plan year 2022 filing to 337 in the plan year 2023 filing.
Sharp Rees-Stealy Medical Group, Inc. Profit Sharing Plan vs the 2023 asset distribution
By assets, Sharp Rees-Stealy Medical Group, Inc. Profit Sharing Plan outranks 95% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.2x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $90M |
|---|---|
| Net Assets (End of Year) | $214M |
| Net Income | $8M |
| Employer EIN | 330106028 |
| Plan Effective Date | 1989-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sharp Rees-Stealy Medical Group, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 1,793 | $467M |
| 2023 | 4 | 1,567 | $529M |
| 2024 | 3 | 1,463 | $609M |
Nearby Profit Sharing Plans in California
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Sharp Rees-Stealy Medical Group, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
- Intel Retirement Contribution Plan $7.2B · 21,513
- Scpmg Keogh Plan $6.8B · 10,125
- Motion Picture Industry Individual Account Plan $5.9B · 71,071
- Memorialcare Retirement Plan $1.3B · 4,728
- Disney Retirement Savings Plan $1.1B · 37,110
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Sharp Rees-Stealy Medical Group, Inc. Profit Sharing Plan by total assets, not by location.
- NECA-IBEW Memphis Retirement Plan (MI) $213M · 2,389
- Scansource, Inc. 401(k) Plan (SC) $216M · 1,515
- Fayez Sarofim & Co. Profit Sharing Plan (TX) $217M · 134
- Iron Workers of Western Pennsylvania Profit Sharing Plan (PA) $220M · 1,963
Frequently Asked Questions
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Ways to act on Sharp Rees-Stealy Medical Group, Inc. Profit Sharing Plan's numbers.
- By total assets, Sharp Rees-Stealy Medical Group, Inc. Profit Sharing Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in California. Compare plans
- Sharp Rees-Stealy Medical Group, Inc.'s sponsor-wide assets have grown 30.4% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans