Profit Sharing · DOL Form 5500 · 2024

So Cal Infectious Disease Med Grp Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
3
Participants Small participant base
38th
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
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Official DOL plan name: So Cal Infectious Disease Med Grp Profit Sharing Plan · Sponsored by So Cal Infectious Disease Med Grp · California · Healthcare & Social Assistance

$4M in assets, 3 participants

So Cal Infectious Disease Med Grp's So Cal Infectious Disease Med Grp Profit Sharing Plan reported $4M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.

  • #6,748 in Healthcare & Social Assistance (16,916 peers)

2024 asset change

So Cal Infectious Disease Med Grp Profit Sharing Plan declined sharply 17.3% in 2024 ($5M → $4M) for 3 participants.

#6,748
in Healthcare & Social Assistance (16,916 peers)
-17.3%
assets change YoY

The plan reported a net loss of $833K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

So Cal Infectious Disease Med Grp Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

So Cal Infectious Disease Med Grp Profit Sharing Plan vs every filed plan by assets

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

$3,995,150 38th percentile higher than 38% 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

So Cal Infectious Disease Med Grp Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. So Cal Infectious Disease Med Grp Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • So Cal Infectious Disease Med Grp Profit Sharing Plan reported net income fell from $797K in the plan year 2023 filing to -$833K in the plan year 2024 filing.
  • So Cal Infectious Disease Med Grp Profit Sharing Plan reported participants fell from 4 in the plan year 2023 filing to 3 in the plan year 2024 filing.
  • So Cal Infectious Disease Med Grp Profit Sharing Plan end-of-year assets fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 954277795 · So Cal Infectious Disease Med Grp PY 2024 · Profit Sharing

So Cal Infectious Disease Med Grp Profit Sharing Plan · $4M · 3 · 38th

  • VS-ST $4M
  • BOY 3
  • SCH 38th
  • EBSA Profit Sharing
  • PART near Rio Mar Hospitality Management Puerto Rico Retirement Plan
  • TYPE ind #6748

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 →

So Cal Infectious Disease Med Grp Profit Sharing Plan in the asset neighbourhood

So Cal Infectious Disease Med Grp Profit Sharing PlanSo Cal Infectious Disease Me…$4MRio Mar Hospitality Management Puerto Rico Retirement PlanRio Mar Hospitality Manageme…$4MLightning Inc. Retirement PlanLightning Inc. Retirement Pl…$4MEscalon Capital Retirement PlanEscalon Capital Retirement P…$4MThe Aspen Surgical Puerto Rico Corp. 1165(e) Savings PlanThe Aspen Surgical Puerto Ri…$4M
End-of-year total assets ($M) among So Cal Infectious Disease Med Grp Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

So Cal Infectious Disease Med Grp years around the 2024 move

Sponsor-wide plan assets over time

All So Cal Infectious Disease Med Grp plans reported in each filing year

Latest sponsor-wide plan assets
$4M 0.9101292336386939% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M 202220232024 $4.03M $4M ▼ -0.7%
Year Plans Participants Total Assets
2022 1 5 $4M
2023 1 4 $5M
2024 1 3 $4M

2024 asset-move particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$833K
Employer EIN954277795
Plan Effective Date1976-11-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

So Cal Infectious Disease Med Grp Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants So Cal Infectious Disease Med Grp Profit Sharing Plan, Total assets ($B): 0.00399515 · Participants: 3So Cal Infectious Disease Med Grp Profit Sharing PlanScpmg Keogh Plan, Total assets ($B): 7.873239427 · Participants: 10749Scpmg Keogh PlanIntel Retirement Contribution Plan, Total assets ($B): 7.29473208 · Participants: 19044Intel Retirement Contribution PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 6.232609737 · Participants: 67842Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.429377 · Participants: 4491Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.420512537 · Participants: 36338Disney Retirement Savings Plan
So Cal Infectious Disease Med Grp Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare So Cal Infectious Disease Med Grp Profit Sharing Plan side-by-side with 3 peers →

So Cal Infectious Disease Med Grp Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Rio Mar Hospitality Management Puerto Rico Retirement Plan in PR ($4M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 So Cal Infectious Disease Med Grp Profit Sharing Plan assets move in 2024? ▼
So Cal Infectious Disease Med Grp Profit Sharing Plan declined sharply - down 17.3% during 2024, from $5M to $4M. Reported net income was -$833K.
How have So Cal Infectious Disease Med Grp plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), So Cal Infectious Disease Med Grp's sponsor-wide assets declined 0.9%, from $4M to $4M.
Which Profit Sharing plans are similar in size to So Cal Infectious Disease Med Grp Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Rio Mar Hospitality Management Puerto Rico Retirement Plan in PR ($4M, 634 participants).
Which Profit Sharing plans cover a similar participant headcount to So Cal Infectious Disease Med Grp Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $796K 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 954277795.

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.