401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$122M
Total assets Near avg plan size
225
Participants Below avg headcount
92nd
Percentile by assets National rank
$543,204
Avg per participant High balance/head
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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.

  • #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.

#16,527
in Healthcare & Social Assistance (17,684 peers)
+11.0%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Medical Group of Beverly Hills, Inc. 401(k) Profit Sharing Plan's outsized position 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

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

Medical Group of Beverly Hills, Inc. 401(k) 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. Medical Group of Beverly Hills, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (225 participants).

What changed between DOL Form 5500 filings

plan year 2022 → 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 →

DOL schedule card

Filing strip 954077334 · Medical Group of Beverly Hills, Inc. PY 2023 · 401(k)

Medical Group of Beverly Hills, Inc. 401(k) Profit Sharing Plan · $122M · 225 · 92nd

  • TYPE $122M
  • TYPE 225
  • TYPE 92nd
  • TYPE 401(k)
  • TYPE near Screen (USA) Retirement Plan
  • TYPE ind #16527

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 →

Medical Group of Beverly Hills, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Orion Advisor Solutions, Inc. 401(k) PlanOrion Advisor Solutions, Inc…$122MScreen (USA) Retirement Plan$122MMedical Group of Beverly Hills, Inc. 401(k) Profit Sharing PlanMedical Group of Beverly Hil…$122MCentral States 401(k) Retirement Savings PlanCentral States 401(k) Retire…$122MPariveda Solutions, Inc. 401(k) PlanPariveda Solutions, Inc. 401…$122M
End-of-year total assets ($M) among Medical Group of Beverly Hills, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$110M
Net Assets (End of Year)$122M
Net Income$12M
Employer EIN954077334
Plan Effective Date1987-07-01
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

All Medical Group of Beverly Hills, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$209M 51.52309905390715% vs 2022
2024 filing year
$100M$150M$200M$250M 202220232024 $138M $209M ▲ +51.5%
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 Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Medical Group of Beverly Hills, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.122220866 · Participants: 225Medical Group of Beverly Hills, Inc. 401(k) 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
Medical Group of Beverly Hills, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Medical Group of Beverly Hills, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Medical Group of Beverly Hills, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Screen (USA) Retirement Plan in IL ($122M); by covered participants it is Nwsl Retirement Plan in IL (225 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($122M here).

Similar participant headcount

Nearest other-state filings by covered participants (225 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 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).
Which 401(k) plans cover a similar participant headcount to Medical Group of Beverly Hills, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nwsl Retirement Plan in IL (225 participants, $914K 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 954077334.

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.