401(k) · DOL Form 5500 · 2024

Steven H. Sloan, M.D., Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
3
Participants Small participant base
52nd
Percentile by assets National rank
$2.8M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Steven H. Sloan, M.D., Inc. 401(k) Plan · Sponsored by Steven H. Sloan, M.D., Inc. · California · Healthcare & Social Assistance

$8M in assets, 3 participants

Steven H. Sloan, M.D., Inc.'s Steven H. Sloan, M.D., Inc. 401(k) Plan reported $8M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.

  • #9,704 in Healthcare & Social Assistance (16,916 peers)

Steven H. Sloan, M.D., Inc. multi-year trail

Steven H. Sloan, M.D., Inc.'s plans moved +36.8% in assets from 2022 to 2024; this filing shows Steven H. Sloan, M.D., Inc. 401(k) Plan at $8M / 3 participants.

#9,704
in Healthcare & Social Assistance (16,916 peers)
+8.6%
assets growth YoY

Steven H. Sloan, M.D., Inc. 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Steven H. Sloan, M.D., Inc. 401(k) Plan vs every filed plan by assets

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

$8,448,742 Top 48% higher than 52% 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

Steven H. Sloan, M.D., Inc. 401(k) 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. Steven H. Sloan, M.D., Inc. 401(k) Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Steven H. Sloan, M.D., Inc. 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $671K in the plan year 2024 filing.
  • Steven H. Sloan, M.D., Inc. 401(k) Plan end-of-year assets rose from $8M in the plan year 2023 filing to $8M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 753058533 · Steven H. Sloan, M.D., Inc. PY 2024 · 401(k)

Steven H. Sloan, M.D., Inc. 401(k) Plan · $8M · 3 · 52nd

  • NET $8M
  • BOOK 3
  • VS-ST 52nd
  • BOY 401(k)
  • SCH near Trout-Blue Chelan Magi LLC 401(k) Plan
  • EBSA ind #9704

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 →

Steven H. Sloan, M.D., Inc. 401(k) Plan in the asset neighbourhood

Steven H. Sloan, M.D., Inc. 401(k) PlanSteven H. Sloan, M.D., Inc. …$8MTrout-Blue Chelan Magi LLC 401(k) PlanTrout-Blue Chelan Magi LLC 4…$8MDv01 401(k) Plan$8MKolbe Corp 401(k) and Profit Sharing PlanKolbe Corp 401(k) and Profit…$8MTubes, Inc. 401(k) Plan$8M
End-of-year total assets ($M) among Steven H. Sloan, M.D., Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Steven H. Sloan, M.D., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Steven H. Sloan, M.D., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 36.805471220101126% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $6.18M $8.45M ▲ +36.7%
Year Plans Participants Total Assets
2022 1 3 $6M
2023 1 3 $8M
2024 1 3 $8M

Steven H. Sloan, M.D., Inc. filing trail (2024)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income$671K
Employer EIN753058533
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Steven H. Sloan, M.D., Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Steven H. Sloan, M.D., Inc. 401(k) Plan, Total assets ($B): 0.008448742 · Participants: 3Steven H. Sloan, M.D., 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
Steven H. Sloan, M.D., Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Steven H. Sloan, M.D., Inc. 401(k) Plan side-by-side with 3 peers →

Steven H. Sloan, M.D., Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Trout-Blue Chelan Magi LLC 401(k) Plan in WA ($8M); by covered participants it is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

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 Steven H. Sloan, M.D., Inc. 401(k) Plan assets move in 2024? ▼
Steven H. Sloan, M.D., Inc. 401(k) Plan grew at a solid clip - up 8.6% during 2024, from $8M to $8M. Reported net income was $671K.
How have Steven H. Sloan, M.D., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Steven H. Sloan, M.D., Inc.'s sponsor-wide assets grew 36.8%, from $6M to $8M.
Which 401(k) plans are similar in size to Steven H. Sloan, M.D., Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Trout-Blue Chelan Magi LLC 401(k) Plan in WA ($8M, 428 participants).
Which 401(k) plans cover a similar participant headcount to Steven H. Sloan, M.D., Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants, N/A 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 753058533.

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.