401(k) · DOL Form 5500 · 2023

Medical Group of Beverly Hills, Inc. 401(k) Plan

Data updated 2026-08-11

$122M
Total assets: 225
Participants: 92nd
Percentile by assets: $543,204
Avg per participant

Official DOL plan name: Medical Group of Beverly Hills, Inc. 401(k) Profit Sharing Plan · Sponsored by Medical Group of Beverly Hills, Inc. · California · Healthcare & Social Assistance

$122M in assets, 225 participants

Medical Group of Beverly Hills, Inc.'s Medical Group of Beverly Hills, Inc. 401(k) Profit Sharing Plan reported $122M in total assets and 225 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)
#16,527 in Healthcare & Social Assistance (17,684 peers)

Coverage in California

Medical Group of Beverly Hills, Inc. 401(k) Profit Sharing Plan covers 225 participants in California, about 36% of the average California filer (state average ~630 per filing). Assets: $122M.

$122M
total plan assets (2023 EOY): 225
covered participants: 92nd
percentile by assets (of 127,072 plans): $543,204
avg assets per participant

Where Medical Group of Beverly Hills, Inc. 401(k) Profit Sharing Plan sits by total assets

Medical Group of Beverly Hills, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$122,220,866 Top 8% higher than 92% 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

Medical Group of Beverly Hills, Inc. 401(k) Profit Sharing Plan reported net income rose from -$16M in the plan year 2022 filing to $12M in the plan year 2023 filing.
Medical Group of Beverly Hills, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $110M in the plan year 2022 filing to $122M in the plan year 2023 filing.
Medical Group of Beverly Hills, Inc. 401(k) Profit Sharing Plan reported participants rose from 207 in the plan year 2022 filing to 225 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

California

Industry

Healthcare & Social Assistance

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Medical Group of Beverly Hills, Inc. 401(k) Profit Sharing Plan reports 225 participants - about 36% of that state average ($122M EOY assets).

California filing particulars

Total Assets (Beginning of Year)	$110M
Net Assets (End of Year)	$122M
Net Income	$12M
Employer EIN	954077334
Plan Effective Date	1987-07-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Medical Group of Beverly Hills, Inc.)

Total plan assets by year, all Medical Group of Beverly Hills, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	2	397	$138M
2023	2	398	$155M
2024	3	645	$209M

Nearby 401(k) Plans in California

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

Medical Group of Beverly Hills, Inc. 401(k) Profit Sharing 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 Medical Group of Beverly Hills, Inc. 401… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Medical Group of Beverly Hills, Inc. 401(k) Profit Sharing Plan by total assets, not by location.

Screen (USA) Retirement Plan (IL) $122M · 426
Central States 401(k) Retirement Savings Plan (IL) $122M · 690
Orion Advisor Solutions, Inc. 401(k) Plan (NE) $122M · 1,383
Pariveda Solutions, Inc. 401(k) Plan (TX) $122M · 745

Frequently Asked Questions

How did Medical Group of Beverly Hills, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼

Medical Group of Beverly Hills, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 11.0% during 2023, from $110M to $122M. Reported net income was $12M.

How have Medical Group of Beverly Hills, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Medical Group of Beverly Hills, Inc.'s sponsor-wide assets grew 51.5%, from $138M to $209M.

Where does Medical Group of Beverly Hills, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼

Medical Group of Beverly Hills, Inc. 401(k) Profit Sharing 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 Medical Group of Beverly Hills, Inc. 401(k) Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by assets is Screen (USA) Retirement Plan in IL ($122M, 426 participants).

Next read for Medical Group of Beverly Hills, Inc. 401…

Filing takeaways

Ways to act on Medical Group of Beverly Hills, Inc. 401(k) Profit Sharing Plan's numbers.

By total assets, Medical Group of Beverly Hills, Inc. 401(k) Profit Sharing Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
Medical Group of Beverly Hills, Inc.'s sponsor-wide assets have grown 51.5% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans

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 954077334.