401(k) · DOL Form 5500 · 2024

George J. Counelis, M.D., Inc. 401(k) Plan

Data updated 2026-08-25

$657K
Total assets Small plan by assets
3
Participants Small participant base
20th
Percentile by assets National rank
$218,901
Avg per participant Above avg balance/head
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Official DOL plan name: George J. Counelis, M.D., Inc. Profit Sharing 401(k) Plan · Sponsored by George J. Counelis, M.D., Inc. · California · Healthcare & Social Assistance

$657K in assets, 3 participants

George J. Counelis, M.D., Inc.'s George J. Counelis, M.D., Inc. Profit Sharing 401(k) Plan reported $657K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 20th 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.

  • #2,593 in Healthcare & Social Assistance (16,916 peers)

George J. Counelis, M.D., Inc. multi-year trail

George J. Counelis, M.D., Inc.'s plans moved +26.0% in assets from 2022 to 2024; this filing shows George J. Counelis, M.D., Inc. Profit Sharing 401(k) Plan at $657K / 3 participants.

#2,593
in Healthcare & Social Assistance (16,916 peers)
+12.6%
assets growth YoY

George J. Counelis, M.D., Inc. Profit Sharing 401(k) Plan among the smaller filed plans by assets

George J. Counelis, M.D., Inc. Profit Sharing 401(k) Plan vs every filed plan by assets

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

$656,703 20th percentile higher than 20% 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

George J. Counelis, M.D., Inc. Profit Sharing 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. George J. Counelis, M.D., Inc. Profit Sharing 401(k) Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • George J. Counelis, M.D., Inc. Profit Sharing 401(k) Plan reported participants fell from 4 in the plan year 2023 filing to 3 in the plan year 2024 filing.
  • George J. Counelis, M.D., Inc. Profit Sharing 401(k) Plan reported net income rose from $62K in the plan year 2023 filing to $73K in the plan year 2024 filing.
  • George J. Counelis, M.D., Inc. Profit Sharing 401(k) Plan end-of-year assets rose from $583K in the plan year 2023 filing to $657K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 471305199 · George J. Counelis, M.D., Inc. PY 2024 · 401(k)

George J. Counelis, M.D., Inc. Profit Sharing 401(k) Plan · $657K · 3 · 20th

  • EOY $657K
  • EOY 3
  • EOY 20th
  • EOY 401(k)
  • EOY near Pkbd Inc. 401(k) Plan
  • EOY ind #2593

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 →

George J. Counelis, M.D., Inc. Profit Sharing 401(k) Plan in the asset neighbourhood

George J. Counelis, M.D., Inc. Profit Sharing 401(k) PlanGeorge J. Counelis, M.D., In…$657KPkbd Inc. 401(k) Plan$657KHorne Farm, Inc. 401(k) Plan$657KPoughkeepsie Rural Cemetery Retirement PlanPoughkeepsie Rural Cemetery …$656KHouse Lifestyles Corporation 401(k) Profit Sharing PlanHouse Lifestyles Corporation…$657K
End-of-year total assets ($M) among George J. Counelis, M.D., Inc. Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

George J. Counelis, M.D., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All George J. Counelis, M.D., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$657K 26.013263281510845% vs 2022
2024 filing year
$0.5M$0.55M$0.6M$0.65M$0.7M 202220232024 $0.52M $0.66M ▲ +26.9%
Year Plans Participants Total Assets
2022 1 4 $521K
2023 1 4 $583K
2024 1 3 $657K

George J. Counelis, M.D., Inc. filing trail (2024)

Total Assets (Beginning of Year)$583K
Net Assets (End of Year)$657K
Net Income$73K
Employer EIN471305199
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

George J. Counelis, M.D., Inc. Profit Sharing 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants George J. Counelis, M.D., Inc. Profit Sharing 401(k) Plan, Total assets ($B): 0.000656703 · Participants: 3George J. Counelis, M.D., Inc. Profit Sharing 401(k) 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
George J. Counelis, M.D., Inc. Profit Sharing 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare George J. Counelis, M.D., Inc. Profit Sharing 401(k) Plan side-by-side with 3 peers →

George J. Counelis, M.D., Inc. Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Pkbd Inc. 401(k) Plan in MA ($657K); by covered participants it is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($657K here).

Similar participant headcount

Nearest other-state filings by covered participants (3 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 George J. Counelis, M.D., Inc. Profit Sharing 401(k) Plan assets move in 2024? ▼
George J. Counelis, M.D., Inc. Profit Sharing 401(k) Plan grew at a solid clip - up 12.6% during 2024, from $583K to $657K. Reported net income was $73K.
How have George J. Counelis, M.D., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), George J. Counelis, M.D., Inc.'s sponsor-wide assets grew 26.0%, from $521K to $657K.
Where does George J. Counelis, M.D., Inc. Profit Sharing 401(k) Plan rank by assets among Form 5500 filers? ▼
George J. Counelis, M.D., Inc. Profit Sharing 401(k) Plan ranks in the 20th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to George J. Counelis, M.D., Inc. Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pkbd Inc. 401(k) Plan in MA ($657K, 7 participants).
Which 401(k) plans cover a similar participant headcount to George J. Counelis, M.D., Inc. Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants, N/A 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 471305199.

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.