Profit Sharing · DOL Form 5500 · 2023

Sharp Rees-Stealy Medical Group, Inc. Profit Sharing Plan

Data updated 2026-08-25

$215M
Total assets Near avg plan size
337
Participants Below avg headcount
95th
Percentile by assets National rank
$636,520
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#16,901
in Healthcare & Social Assistance (17,684 peers)
+138.0%
assets growth YoY
2.2×
vs typical plan assets (national mean)

Sharp Rees-Stealy Medical Group, Inc. Profit Sharing Plan's outsized position by total assets

Sharp Rees-Stealy Medical Group, Inc. Profit Sharing Plan vs every filed plan by assets

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

$214,507,344 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

Sharp Rees-Stealy Medical Group, 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. Sharp Rees-Stealy Medical Group, Inc. Profit Sharing Plan sits mid-pack in the medium band (337 participants).

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.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 330106028 · Sharp Rees-Stealy Medical Group, Inc. PY 2023 · Profit Sharing

Sharp Rees-Stealy Medical Group, Inc. Profit Sharing Plan · $215M · 337 · 95th

  • 5500 $215M
  • ASSETS 337
  • PCT 95th
  • EIN Profit Sharing
  • RANK near NECA-IBEW Memphis Retirement Plan
  • PHOTO ind #16901

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 →

Sharp Rees-Stealy Medical Group, Inc. Profit Sharing Plan in the asset neighbourhood

Iron Workers of Western Pennsylvania Profit Sharing PlanIron Workers of Western Penn…$220MFayez Sarofim & Co. Profit Sharing PlanFayez Sarofim & Co. Profit S…$217MScansource, Inc. 401(k) Plan$216MSharp Rees-Stealy Medical Group, Inc. Profit Sharing PlanSharp Rees-Stealy Medical Gr…$215MNECA-IBEW Memphis Retirement PlanNECA-IBEW Memphis Retirement…$213M
End-of-year total assets ($M) among Sharp Rees-Stealy Medical Group, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$90M
Net Assets (End of Year)$214M
Net Income$8M
Employer EIN330106028
Plan Effective Date1989-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sharp Rees-Stealy Medical Group, Inc.)

Sponsor-wide plan assets over time

All Sharp Rees-Stealy Medical Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$609M 30.423742946811572% vs 2022
2024 filing year
$450M$500M$550M$600M$650M 202220232024 $467M $609M ▲ +30.4%
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 Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Sharp Rees-Stealy Medical Group, Inc. Profit Sharing Plan, Total assets ($B): 0.214507344 · Participants: 337Sharp Rees-Stealy Medical Group, Inc. Profit Sharing PlanIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
Sharp Rees-Stealy Medical Group, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Sharp Rees-Stealy Medical Group, Inc. Profit Sharing Plan side-by-side with 3 peers →

Sharp Rees-Stealy Medical Group, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is NECA-IBEW Memphis Retirement Plan in MI ($213M); by covered participants it is Wesleyan Senior Living Et Al Retirement Plan in OH (337 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($215M here).

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 Sharp Rees-Stealy Medical Group, Inc. Profit Sharing Plan assets move in 2023? ▼
Sharp Rees-Stealy Medical Group, Inc. Profit Sharing Plan surged - up 138.0% during 2023, from $90M to $215M. Reported net income was $8M.
How have Sharp Rees-Stealy Medical Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sharp Rees-Stealy Medical Group, Inc.'s sponsor-wide assets grew 30.4%, from $467M to $609M.
Where does Sharp Rees-Stealy Medical Group, Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Sharp Rees-Stealy Medical Group, 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 Profit Sharing plans are similar in size to Sharp Rees-Stealy Medical Group, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is NECA-IBEW Memphis Retirement Plan in MI ($213M, 2,389 participants).
Which Profit Sharing plans cover a similar participant headcount to Sharp Rees-Stealy Medical Group, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Wesleyan Senior Living Et Al Retirement Plan in OH (337 participants, $3M 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 330106028.

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.