401(k) · DOL Form 5500 · 2024

San Jose Medical Group, Inc. 401(k) Plan

Data updated 2026-08-25

$51M
Total assets Below avg plan size
45
Participants Small participant base
84th
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: San Jose Medical Group, Inc. 401(k) Plan · Sponsored by San Jose Medical Group, Inc. · California · Healthcare & Social Assistance

$51M in assets, 45 participants

San Jose Medical Group, Inc.'s San Jose Medical Group, Inc. 401(k) Plan reported $51M in total assets and 45 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • #14,629 in Healthcare & Social Assistance (16,916 peers)

Where San Jose Medical Group, Inc. 401(k) Plan sits by assets

San Jose Medical Group, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $51M for 45 participants (~$1.1M/participant), up 6.9% in 2024.

#14,629
in Healthcare & Social Assistance (16,916 peers)
+6.9%
assets growth YoY
0.5×
vs typical plan assets (national mean)

San Jose Medical Group, Inc. 401(k) Plan's outsized position by total assets

San Jose Medical Group, Inc. 401(k) Plan vs every filed plan by assets

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

$50,525,861 Top 16% higher than 84% 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

San Jose 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. San Jose Medical Group, Inc. 401(k) Plan is a small filing (45 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • San Jose Medical Group, Inc. 401(k) Plan reported net income fell from $7M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • San Jose Medical Group, Inc. 401(k) Plan end-of-year assets rose from $47M in the plan year 2023 filing to $51M in the plan year 2024 filing.
  • San Jose Medical Group, Inc. 401(k) Plan reported participants rose from 43 in the plan year 2023 filing to 45 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 941326380 · San Jose Medical Group, Inc. PY 2024 · 401(k)

San Jose Medical Group, Inc. 401(k) Plan · $51M · 45 · 84th

  • VS-ST $51M
  • BOY 45
  • SCH 84th
  • EBSA 401(k)
  • PART near Hershey Creamery Company Savings Plan
  • TYPE ind #14629

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 →

San Jose Medical Group, Inc. 401(k) Plan in the asset neighbourhood

San Jose Medical Group, Inc. 401(k) PlanSan Jose Medical Group, Inc.…$51MHershey Creamery Company Savings PlanHershey Creamery Company Sav…$51MLera Consulting Structural Engineers, R.L.L.P. Salary Reduction Profit Sharing PlanLera Consulting Structural E…$51MMunich Re Specialty Group N.a. Inc. Retirement Savings PlanMunich Re Specialty Group N.…$51MCrest Foods Co., Inc. 401(k) and Profit Sharing PlanCrest Foods Co., Inc. 401(k)…$51M
End-of-year total assets ($M) among San Jose Medical Group, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$47M
Net Assets (End of Year)$51M
Net Income$3M
Employer EIN941326380
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (San Jose Medical Group, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$51M 26.459423247734005% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $40M $50.5M ▲ +26.5%
Year Plans Participants Total Assets
2022 1 48 $40M
2023 1 43 $47M
2024 1 45 $51M

Nearby 401(k) Plans in California

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

San Jose 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 ($B) Participants San Jose Medical Group, Inc. 401(k) Plan, Total assets ($B): 0.050525861 · Participants: 45San Jose 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
San Jose Medical Group, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare San Jose Medical Group, Inc. 401(k) Plan side-by-side with 3 peers →

San Jose 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 Hershey Creamery Company Savings Plan in PA ($51M); by covered participants it is Coact, Inc. 401(k) Plan in MD (45 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (45 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 San Jose Medical Group, Inc. 401(k) Plan assets move in 2024? ▼
San Jose Medical Group, Inc. 401(k) Plan grew at a solid clip - up 6.9% during 2024, from $47M to $51M. Reported net income was $3M.
How have San Jose Medical Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), San Jose Medical Group, Inc.'s sponsor-wide assets grew 26.5%, from $40M to $51M.
Where does San Jose Medical Group, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
San Jose Medical Group, Inc. 401(k) Plan ranks in the 84th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to San Jose Medical Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hershey Creamery Company Savings Plan in PA ($51M, 797 participants).
Which 401(k) plans cover a similar participant headcount to San Jose Medical Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Coact, Inc. 401(k) Plan in MD (45 participants, $2M 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 941326380.

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.