401(k) · DOL Form 5500 · 2023

Hoag Medical Group, Inc. 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
189
Participants Below avg headcount
80th
Percentile by assets National rank
$169,916
Avg per participant Above avg balance/head
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Official DOL plan name: Hoag Clinic Medical Groups 401(k) Plan · Sponsored by Hoag Medical Group, Inc. · California · Healthcare & Social Assistance

$32M in assets, 189 participants

Hoag Medical Group, Inc.'s Hoag Clinic Medical Groups 401(k) Plan reported $32M in total assets and 189 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #14,692 in Healthcare & Social Assistance (17,684 peers)

Coverage in California

Hoag Clinic Medical Groups 401(k) Plan covers 189 participants in California, about 30% of the average California filer (state average ~630 per filing). Assets: $32M.

#14,692
in Healthcare & Social Assistance (17,684 peers)
$11M
reported net income
0.3×
vs typical plan assets (national mean)

Hoag Clinic Medical Groups 401(k) Plan's outsized position by total assets

Hoag Clinic Medical Groups 401(k) Plan vs every filed plan by assets

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

$32,114,148 Top 20% higher than 80% 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

Hoag Clinic Medical Groups 401(k) 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. Hoag Clinic Medical Groups 401(k) Plan sits mid-pack in the medium band (189 participants).

Published 5500 schedule card

Filing strip 900616722 · Hoag Medical Group, Inc. PY 2023 · 401(k)

Hoag Clinic Medical Groups 401(k) Plan · $32M · 189 · 80th

  • EBSA $32M
  • EBSA 189
  • EBSA 80th
  • EBSA 401(k)
  • EBSA near Jazz Basketball Investors LLC 401(k) Plan
  • EBSA ind #14692

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 →

Hoag Clinic Medical Groups 401(k) Plan in the asset neighbourhood

Ufcw Investment Savings Plan and TrustUfcw Investment Savings Plan…$32MSonic Automotive, Inc. Northern California Ula 401(k) PlanSonic Automotive, Inc. North…$32MHoag Clinic Medical Groups 401(k) PlanHoag Clinic Medical Groups 4…$32MJazz Basketball Investors LLC 401(k) PlanJazz Basketball Investors LL…$32MLeadwise 401(k) Plan$32M
End-of-year total assets ($M) among Hoag Clinic Medical Groups 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$32M
Net Income$11M
Employer EIN900616722
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hoag Medical Group, Inc.)

Sponsor-wide plan assets over time

All Hoag Medical Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$47M
2024 filing year
$0M$20M$40M$60M 202220232024 $0M $46.8M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 N/A N/A
2023 1 189 $32M
2024 1 241 $47M

Nearby 401(k) Plans in California

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

Hoag Clinic Medical Groups 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Hoag Clinic Medical Groups 401(k) Plan, Total assets ($B): 0.032114148 · Participants: 189Hoag Clinic Medical Groups 401(k) 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
Hoag Clinic Medical Groups 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Hoag Clinic Medical Groups 401(k) Plan side-by-side with 3 peers →

Hoag Clinic Medical Groups 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Jazz Basketball Investors LLC 401(k) Plan in UT ($32M); by covered participants it is Physician's Medical Center, LLC 401(k) Plan in TX (189 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($32M here).

Similar participant headcount

Nearest other-state filings by covered participants (189 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

Where does Hoag Clinic Medical Groups 401(k) Plan rank by assets among Form 5500 filers? ▼
Hoag Clinic Medical Groups 401(k) Plan ranks in the 80th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Hoag Clinic Medical Groups 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jazz Basketball Investors LLC 401(k) Plan in UT ($32M, 1,116 participants).
Which 401(k) plans cover a similar participant headcount to Hoag Clinic Medical Groups 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Physician's Medical Center, LLC 401(k) Plan in TX (189 participants, N/A 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 900616722.

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.