401(k) · DOL Form 5500 · 2024
Ventura Orthopedics Medical Group, Inc. 401(k) Plan
Data updated 2026-08-25
- $36M
- Total assets Below avg plan size
- 223
- Participants Below avg headcount
- 80th
- Percentile by assets National rank
- $160,086
- Avg per participant Above avg balance/head
Official DOL plan name: Ventura Orthopedics Medical Group, Inc. 401(k) Profit Sharing Plan · Sponsored by Ventura Orthopedics Medical Group, Inc. · California · Healthcare & Social Assistance
$36M in assets, 223 participants
Ventura Orthopedics Medical Group, Inc.'s Ventura Orthopedics Medical Group, Inc. 401(k) Profit Sharing Plan reported $36M in total assets and 223 participants in its 2024 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.
- #14,013 in Healthcare & Social Assistance (16,916 peers)
Coverage in California
Ventura Orthopedics Medical Group, Inc. 401(k) Profit Sharing Plan covers 223 participants in California, about 35% of the average California filer (state average ~630 per filing). Assets: $36M.
- #14,013
- in Healthcare & Social Assistance (16,916 peers)
- +14.0%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Ventura Orthopedics Medical Group, Inc. 401(k) Profit Sharing Plan's outsized position by total assets
Ventura Orthopedics Medical Group, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$35,699,223 Top 20% higher than 80% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Ventura Orthopedics Medical Group, Inc. 401(k) Profit Sharing Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ventura Orthopedics Medical Group, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (223 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ventura Orthopedics Medical Group, Inc. 401(k) Profit Sharing Plan reported net income rose from $2M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Ventura Orthopedics Medical Group, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $31M in the plan year 2023 filing to $36M in the plan year 2024 filing.
- Ventura Orthopedics Medical Group, Inc. 401(k) Profit Sharing Plan reported participants rose from 219 in the plan year 2023 filing to 223 in the plan year 2024 filing.
DOL schedule card
Filing strip 952597753 · Ventura Orthopedics Medical Group, Inc. PY 2024 · 401(k)
Ventura Orthopedics Medical Group, Inc. 401(k) Profit Sharing Plan · $36M · 223 · 80th
- PART $36M
- PART 223
- PART 80th
- PART 401(k)
- PART near Kenyon Companies 401(k) Plan
- PART ind #14013
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 →
Ventura Orthopedics Medical Group, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $31M |
|---|---|
| Net Assets (End of Year) | $36M |
| Net Income | $4M |
| Employer EIN | 952597753 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ventura Orthopedics Medical Group, Inc.)
Sponsor-wide plan assets over time
All Ventura Orthopedics Medical Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $36M 21.930721759512956% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 210 | $29M |
| 2023 | 1 | 219 | $31M |
| 2024 | 1 | 223 | $36M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Ventura Orthopedics Medical Group, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Kenyon Companies 401(k) Plan in AZ ($36M); by covered participants it is Adaptimmune LLC Retirement Plan in PA (223 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($36M here).
- Kenyon Companies 401(k) Plan (AZ) $36M · 1,591
- Washington Physician Group 401(k) Retirement Savings Plan (PA) $36M · 266
- Ortho Molecular Products, Inc. 401(k) Plan (IL) $36M · 391
- Pinnacle Gi Partners Employees' 401(k) Plan (MI) $36M · 267
Similar participant headcount
Nearest other-state filings by covered participants (223 participants); asset peers above are excluded.
- Adaptimmune LLC Retirement Plan (PA) 223 · 0 off
- Patricio Enterprises, Inc. 401(k) Plan (VA) 223 · 0 off
- Adams Bank & Trust 401(k) Plan (NE) 223 · 0 off
- Grand Bk 401(k) Plan (NJ) 223 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.