401(k) · DOL Form 5500 · 2024

Temecula Valley Cardiology Medical Group, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
35
Participants Small participant base
37th
Percentile by assets National rank
$108,190
Avg per participant Below avg balance/head
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Official DOL plan name: Temecula Valley Cardiology Medical Group, Inc. 401(k) Plan · Sponsored by Temecula Valley Cardiology Medical Group, Inc. · California · Healthcare & Social Assistance

$4M in assets, 35 participants

Temecula Valley Cardiology Medical Group, Inc.'s Temecula Valley Cardiology Medical Group, Inc. 401(k) Plan reported $4M in total assets and 35 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.

  • #6,562 in Healthcare & Social Assistance (16,916 peers)

Temecula Valley Cardiology Medical Group, Inc. multi-year trail

Temecula Valley Cardiology Medical Group, Inc.'s plans moved +23.4% in assets from 2023 to 2024; this filing shows Temecula Valley Cardiology Medical Group, Inc. 401(k) Plan at $4M / 35 participants.

#6,562
in Healthcare & Social Assistance (16,916 peers)
+23.4%
assets growth YoY

Temecula Valley Cardiology Medical Group, Inc. 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Temecula Valley Cardiology Medical Group, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$3,786,651 37th percentile higher than 37% of 123,620 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 2024

Temecula Valley Cardiology Medical Group, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Temecula Valley Cardiology Medical Group, Inc. 401(k) Plan is a small filing (35 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Temecula Valley Cardiology Medical Group, Inc. 401(k) Plan reported net income rose from $180K in the plan year 2023 filing to $717K in the plan year 2024 filing.
  • Temecula Valley Cardiology Medical Group, Inc. 401(k) Plan reported participants rose from 22 in the plan year 2023 filing to 35 in the plan year 2024 filing.
  • Temecula Valley Cardiology Medical Group, Inc. 401(k) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 330722875 · Temecula Valley Cardiology Medical Group, Inc. PY 2024 · 401(k)

Temecula Valley Cardiology Medical Group, Inc. 401(k) Plan · $4M · 35 · 37th

  • VS-ST $4M
  • BOY 35
  • SCH 37th
  • EBSA 401(k)
  • PART near The Fiber Resource Group Inc 401(k) Profit Sharing Plan
  • TYPE ind #6562

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 →

Temecula Valley Cardiology Medical Group, Inc. 401(k) Plan in the asset neighbourhood

Temecula Valley Cardiology Medical Group, Inc. 401(k) PlanTemecula Valley Cardiology M…$4MThe Fiber Resource Group Inc 401(k) Profit Sharing PlanThe Fiber Resource Group Inc…$4MAlonti 401(k) Plan$4MEwing Bros., Inc. Profit Sharing Plan and TrustEwing Bros., Inc. Profit Sha…$4MScalar, LLC Retirement Plan$4M
End-of-year total assets ($M) among Temecula Valley Cardiology Medical Group, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Temecula Valley Cardiology Medical Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Temecula Valley Cardiology Medical Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 23.368917159601377% vs 2023
2024 filing year
$2.5M$3M$3.5M$4M 20232024 $3.07M $3.79M ▲ +23.5%
Year Plans Participants Total Assets
2023 1 22 $3M
2024 1 35 $4M

Temecula Valley Cardiology Medical Group, Inc. filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$717K
Employer EIN330722875
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Temecula Valley Cardiology Medical Group, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Temecula Valley Cardiology Medical Group, Inc. 401(k) Plan, Total assets ($B): 0.003786651 · Participants: 35Temecula Valley Cardiology Medical Group, Inc. 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Temecula Valley Cardiology Medical Group, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Temecula Valley Cardiology Medical Group, Inc. 401(k) Plan side-by-side with 3 peers →

Temecula Valley Cardiology Medical Group, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is The Fiber Resource Group Inc 401(k) Profit Sharing Plan in MA ($4M); by covered participants it is Little - Morris, LLP Profit Sharing Plan in ID (35 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (35 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Temecula Valley Cardiology Medical Group, Inc. 401(k) Plan assets move in 2024? ▼
Temecula Valley Cardiology Medical Group, Inc. 401(k) Plan grew sharply - up 23.4% during 2024, from $3M to $4M. Reported net income was $717K.
How have Temecula Valley Cardiology Medical Group, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Temecula Valley Cardiology Medical Group, Inc.'s sponsor-wide assets grew 23.4%, from $3M to $4M.
Which 401(k) plans are similar in size to Temecula Valley Cardiology Medical Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Fiber Resource Group Inc 401(k) Profit Sharing Plan in MA ($4M, 7 participants).
Which 401(k) plans cover a similar participant headcount to Temecula Valley Cardiology Medical Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Little - Morris, LLP Profit Sharing Plan in ID (35 participants, $15M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 330722875.

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.