401(k) · DOL Form 5500 · 2024

Genesis Medical Group 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
216
Participants Below avg headcount
49th
Percentile by assets National rank
$33,308
Avg per participant Low balance/head
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Official DOL plan name: Genesis Medical Group 401(k) Profit Sharing Plan · Sponsored by Genesis Medical Group · Texas · Healthcare & Social Assistance

$7M in assets, 216 participants

Genesis Medical Group's Genesis Medical Group 401(k) Profit Sharing Plan reported $7M in total assets and 216 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.

  • #9,069 in Healthcare & Social Assistance (16,916 peers)

Coverage in Texas

Genesis Medical Group 401(k) Profit Sharing Plan covers 216 participants in Texas, about 31% of the average Texas filer (state average ~688 per filing). Assets: $7M.

#9,069
in Healthcare & Social Assistance (16,916 peers)
+0.4%
assets growth YoY

Genesis Medical Group 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Genesis Medical Group 401(k) Profit Sharing Plan vs every filed plan by assets

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

$7,194,570 49th percentile higher than 49% 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

Genesis Medical Group 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. Genesis Medical Group 401(k) Profit Sharing Plan sits mid-pack in the medium band (216 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Genesis Medical Group 401(k) Profit Sharing Plan reported net income fell from $953K in the plan year 2023 filing to $30K in the plan year 2024 filing.
  • Genesis Medical Group 401(k) Profit Sharing Plan reported participants rose from 188 in the plan year 2023 filing to 216 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 814211994 · Genesis Medical Group PY 2024 · 401(k)

Genesis Medical Group 401(k) Profit Sharing Plan · $7M · 216 · 49th

  • SCH $7M
  • SCH 216
  • SCH 49th
  • SCH 401(k)
  • SCH near Barnwell Whaley Patterson & Helms, LLC 401(k) Profit Sharing Plan
  • SCH ind #9069

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 Texas →

Genesis Medical Group 401(k) Profit Sharing Plan in the asset neighbourhood

Pyramid Time Systems 401(k) PlanPyramid Time Systems 401(k) …$7MLaw Offices of Nay & Friedenberg LLC 401(k) Profit Sharing PlanLaw Offices of Nay & Frieden…$7MGenesis Medical Group 401(k) Profit Sharing PlanGenesis Medical Group 401(k)…$7MBarnwell Whaley Patterson & Helms, LLC 401(k) Profit Sharing PlanBarnwell Whaley Patterson & …$7MThe Contractors Retirement PlanThe Contractors Retirement P…$7M
End-of-year total assets ($M) among Genesis Medical Group 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$30K
Employer EIN814211994
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Genesis Medical Group)

Sponsor-wide plan assets over time

All Genesis Medical Group plans reported in each filing year

Latest sponsor-wide plan assets
$7M 15.828196956732082% vs 2022
2024 filing year
$6M$6.5M$7M$7.5M 202220232024 $6.21M $7.19M ▲ +15.8%
Year Plans Participants Total Assets
2022 1 197 $6M
2023 1 188 $7M
2024 1 216 $7M

Nearby 401(k) Plans in Texas

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

Genesis Medical Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Genesis Medical Group 401(k) Profit Sharing Plan, Total assets ($B): 0.00719457 · Participants: 216Genesis Medical Group 401(k) Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Genesis Medical Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants

Genesis Medical Group 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Barnwell Whaley Patterson & Helms, LLC 401(k) Profit Sharing Plan in SC ($7M); by covered participants it is Garden of Life 401(k) Plan in FL (216 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (216 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 Genesis Medical Group 401(k) Profit Sharing Plan assets move in 2024?
Genesis Medical Group 401(k) Profit Sharing Plan held essentially flat - up 0.4% during 2024, from $7M to $7M. Reported net income was $30K.
How have Genesis Medical Group plan assets changed over time?
Across 3 plan years on file (2022-2024), Genesis Medical Group's sponsor-wide assets grew 15.8%, from $6M to $7M.
Which 401(k) plans are similar in size to Genesis Medical Group 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Barnwell Whaley Patterson & Helms, LLC 401(k) Profit Sharing Plan in SC ($7M, 37 participants).
Which 401(k) plans cover a similar participant headcount to Genesis Medical Group 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Garden of Life 401(k) Plan in FL (216 participants, N/A in assets).