401(k) · DOL Form 5500 · 2024
Stockton Cardiology Medical Group Complete Heart Care Inc 401(k) Plan
Data updated 2026-08-25
- $41M
- Total assets Below avg plan size
- 72
- Participants Small participant base
- 82nd
- Percentile by assets National rank
- $572,012
- Avg per participant High balance/head
Official DOL plan name: Stockton Cardiology Medical Group Complete Heart Care Inc 401(k) Profit Sharing Plan · Sponsored by Stockton Cardiology Medical Group Complete Heart Care Inc · California · Healthcare & Social Assistance
$41M in assets, 72 participants
Stockton Cardiology Medical Group Complete Heart Care Inc's Stockton Cardiology Medical Group Complete Heart Care Inc 401(k) Profit Sharing Plan reported $41M in total assets and 72 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.
- #14,270 in Healthcare & Social Assistance (16,916 peers)
Where Stockton Cardiology Medical Group Complete Heart Care Inc 401(k) Profit Sharing Plan sits by assets
Stockton Cardiology Medical Group Complete Heart Care Inc 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $41M for 72 participants (~$572,012/participant), up 29.7% in 2024.
- #14,270
- in Healthcare & Social Assistance (16,916 peers)
- +29.7%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Stockton Cardiology Medical Group Complete Heart Care Inc 401(k) Profit Sharing Plan's outsized position by total assets
Stockton Cardiology Medical Group Complete Heart Care Inc 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$41,184,840 Top 18% higher than 82% 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
Stockton Cardiology Medical Group Complete Heart Care Inc 401(k) Profit Sharing 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. Stockton Cardiology Medical Group Complete Heart Care Inc 401(k) Profit Sharing Plan is a small filing (72 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Stockton Cardiology Medical Group Complete Heart Care Inc 401(k) Profit Sharing Plan reported net income rose from $6M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- Stockton Cardiology Medical Group Complete Heart Care Inc 401(k) Profit Sharing Plan end-of-year assets rose from $32M in the plan year 2023 filing to $41M in the plan year 2024 filing.
- Stockton Cardiology Medical Group Complete Heart Care Inc 401(k) Profit Sharing Plan reported participants rose from 62 in the plan year 2023 filing to 72 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 942375709 · Stockton Cardiology Medical Group Complete Heart Care Inc PY 2024 · 401(k)
Stockton Cardiology Medical Group Complete Heart Care Inc 401(k) Profit Sharing Plan · $41M · 72 · 82nd
- PART $41M
- PART 72
- PART 82nd
- PART 401(k)
- PART near M&q Packaging LLC 401(k)
- PART ind #14270
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 →
Stockton Cardiology Medical Group Complete Heart Care Inc 401(k) Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $32M |
|---|---|
| Net Assets (End of Year) | $41M |
| Net Income | $8M |
| Employer EIN | 942375709 |
| Plan Effective Date | 1977-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Stockton Cardiology Medical Group Complete Heart Care Inc)
Sponsor-wide plan assets over time
All Stockton Cardiology Medical Group Complete Heart Care Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $41M 60.12865396850774% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 64 | $26M |
| 2023 | 1 | 62 | $32M |
| 2024 | 1 | 72 | $41M |
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
Stockton Cardiology Medical Group Complete Heart Care 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 M&q Packaging LLC 401(k) in PA ($41M); by covered participants it is Malonebailey LLP 401(k) Profit Sharing Plan in TX (72 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($41M here).
- M&q Packaging LLC 401(k) (PA) $41M · 520
- Wave Life Sciences USA, Inc. 401(k) Plan (MA) $41M · 257
- 401(k) Plan of Wisconsin Farm Bureau Federation and Affiliates (WI) $41M · 235
- Dunaway Associates, L.P. 401(k) Plan (TX) $41M · 321
Similar participant headcount
Nearest other-state filings by covered participants (72 participants); asset peers above are excluded.
- Malonebailey LLP 401(k) Profit Sharing Plan (TX) 72 · 0 off
- Hi-Tek Professional 401(k) Plan (PA) 72 · 0 off
- Brightspot 401(k) Plan (TX) 72 · 0 off
- Knowles Industrial Services Corporation 401(k) Plan (ME) 72 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.