401(k) · DOL Form 5500 · 2024

Encino Surgicenter, a Medical Group 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
16
Participants Small participant base
48th
Percentile by assets National rank
$420,506
Avg per participant High balance/head
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Official DOL plan name: Encino Surgicenter Retirement Plan · Sponsored by Encino Surgicenter, a Medical Group · California · Healthcare & Social Assistance

$7M in assets, 16 participants

Encino Surgicenter, a Medical Group's Encino Surgicenter Retirement Plan reported $7M in total assets and 16 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.

  • #8,785 in Healthcare & Social Assistance (16,916 peers)

Encino Surgicenter, a Medical Group multi-year trail

Encino Surgicenter, a Medical Group's plans moved +17.7% in assets from 2022 to 2024; this filing shows Encino Surgicenter Retirement Plan at $7M / 16 participants.

#8,785
in Healthcare & Social Assistance (16,916 peers)
+10.3%
assets growth YoY

Encino Surgicenter Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Encino Surgicenter Retirement Plan vs every filed plan by assets

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

$6,728,098 48th percentile higher than 48% 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

Encino Surgicenter Retirement 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. Encino Surgicenter Retirement Plan is a small filing (16 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Encino Surgicenter Retirement Plan reported net income rose from $385K in the plan year 2023 filing to $627K in the plan year 2024 filing.
  • Encino Surgicenter Retirement Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Encino Surgicenter Retirement Plan reported participants rose from 15 in the plan year 2023 filing to 16 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 954407736 · Encino Surgicenter, a Medical Group PY 2024 · 401(k)

Encino Surgicenter Retirement Plan · $7M · 16 · 48th

  • VS-ST $7M
  • BOY 16
  • SCH 48th
  • EBSA 401(k)
  • PART near Nference, Inc. 401(k)
  • TYPE ind #8785

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 →

Encino Surgicenter Retirement Plan in the asset neighbourhood

Encino Surgicenter Retirement PlanEncino Surgicenter Retiremen…$7MNference, Inc. 401(k)$7MTwe Nonwovens US, Inc. 401(k) Profit Sharing Plan and TrustTwe Nonwovens US, Inc. 401(k…$7MHeritage's Dairy Stores, Inc. 401(k) Salary Reduction Plan & TrustHeritage's Dairy Stores, Inc…$7MGuidehealth LLC 401(k) Savings PlanGuidehealth LLC 401(k) Savin…$7M
End-of-year total assets ($M) among Encino Surgicenter Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Encino Surgicenter, a Medical Group multi-year asset trail

Sponsor-wide plan assets over time

All Encino Surgicenter, a Medical Group plans reported in each filing year

Latest sponsor-wide plan assets
$7M 17.695840103923494% vs 2022
2024 filing year
$5.5M$6M$6.5M$7M 202220232024 $5.72M $6.73M ▲ +17.7%
Year Plans Participants Total Assets
2022 1 14 $6M
2023 1 15 $6M
2024 1 16 $7M

Encino Surgicenter, a Medical Group filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$627K
Employer EIN954407736
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Encino Surgicenter Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Encino Surgicenter Retirement Plan, Total assets ($B): 0.006728098 · Participants: 16Encino Surgicenter Retirement 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
Encino Surgicenter Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Encino Surgicenter Retirement Plan side-by-side with 3 peers →

Encino Surgicenter Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Nference, Inc. 401(k) in MA ($7M); by covered participants it is I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust in OH (16 participants). Same-state nearby plans are listed separately above.

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 Encino Surgicenter Retirement Plan assets move in 2024? ▼
Encino Surgicenter Retirement Plan grew at a solid clip - up 10.3% during 2024, from $6M to $7M. Reported net income was $627K.
How have Encino Surgicenter, a Medical Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Encino Surgicenter, a Medical Group's sponsor-wide assets grew 17.7%, from $6M to $7M.
Which 401(k) plans are similar in size to Encino Surgicenter Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nference, Inc. 401(k) in MA ($7M, 162 participants).
Which 401(k) plans cover a similar participant headcount to Encino Surgicenter Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust in OH (16 participants, $4M 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 954407736.

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.