401(k) · DOL Form 5500 · 2024
Palo Alto Foundation Medical Group, Inc. 401(k) Plan
Data updated 2026-08-25
- $2.3B
- Total assets Very large vs avg
- 1,898
- Participants Near avg headcount
- 99th
- Percentile by assets National rank
- $1.2M
- Avg per participant High balance/head
Official DOL plan name: Palo Alto Foundation Medical Group, Inc. 401(k) Plan · Sponsored by Palo Alto Foundation Medical Group, Inc. · California · Healthcare & Social Assistance
$2.3B in assets, 1,898 participants
Palo Alto Foundation Medical Group, Inc.'s Palo Alto Foundation Medical Group, Inc. 401(k) Plan reported $2.3B in total assets and 1,898 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.
- #16,820 in Healthcare & Social Assistance (16,916 peers)
Coverage in California
Palo Alto Foundation Medical Group, Inc. 401(k) Plan covers 1,898 participants in California, 3.0x the typical California plan (state average ~630 per filing). Assets: $2.3B.
- #16,820
- in Healthcare & Social Assistance (16,916 peers)
- +15.8%
- assets growth YoY
- 23×
- vs typical plan assets (national mean)
Palo Alto Foundation Medical Group, Inc. 401(k) Plan's outsized position by total assets
Palo Alto Foundation Medical Group, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,277,297,925 Top 1% higher than 99% 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
Palo Alto Foundation Medical Group, Inc. 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Palo Alto Foundation Medical Group, Inc. 401(k) Plan lands in the large band (1,898 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Palo Alto Foundation Medical Group, Inc. 401(k) Plan end-of-year assets rose from $2.0B in the plan year 2023 filing to $2.3B in the plan year 2024 filing.
- Palo Alto Foundation Medical Group, Inc. 401(k) Plan reported net income rose from $294M in the plan year 2023 filing to $311M in the plan year 2024 filing.
- Palo Alto Foundation Medical Group, Inc. 401(k) Plan reported participants rose from 1,809 in the plan year 2023 filing to 1,898 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 510656809 · Palo Alto Foundation Medical Group, Inc. PY 2024 · 401(k)
Palo Alto Foundation Medical Group, Inc. 401(k) Plan · $2.3B · 1,898 · 99th
- BOY $2.3B
- SCH 1,898
- EBSA 99th
- PART 401(k)
- TYPE near Public Service Enterprise Group Inc. Thrift & Tax Deferred Savings Plan
- NET ind #16820
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 →
Palo Alto Foundation Medical Group, Inc. 401(k) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $2.0B |
|---|---|
| Net Assets (End of Year) | $2.3B |
| Net Income | $311M |
| Employer EIN | 510656809 |
| Plan Effective Date | 2008-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Palo Alto Foundation Medical Group, Inc.)
Sponsor-wide plan assets over time
All Palo Alto Foundation Medical Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.6B 40.208510094158314% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,718 | $1.9B |
| 2023 | 2 | 2,752 | $2.2B |
| 2024 | 2 | 2,827 | $2.6B |
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
Palo Alto Foundation Medical Group, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Public Service Enterprise Group Inc. Thrift & Tax Deferred Savings Plan in NJ ($2.3B); by covered participants it is Kendall Automotive Group Employees' Retirement Plan in ID (1,898 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.3B here).
- Public Service Enterprise Group Inc. Thrift & Tax Deferred Savings Plan (NJ) $2.3B · 3,869
- Cnh Industrial U.S. Retirement Savings Plan (WI) $2.3B · 10,601
- Parsons Corporation Retirement Savings Plan (VA) $2.3B · 10,395
- Kohl's Inc. Savings Plan (WI) $2.3B · 57,844
Similar participant headcount
Nearest other-state filings by covered participants (1,898 participants); asset peers above are excluded.
- Kendall Automotive Group Employees' Retirement Plan (ID) 1,898 · 0 off
- Arco Companies Retirement Plan (MO) 1,898 · 0 off
- Bollinger Shipyards 401(k) Savings Plan (LA) 1,899 · 1 off
- Wakefern Food Corporation 401(k) Savings Plan (NJ) 1,897 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.