401(k) · DOL Form 5500 · 2024
San Bernardino Medical Orthopaedic Group, Inc. 401(k) Plan
Data updated 2026-08-25
- $40M
- Total assets Below avg plan size
- 335
- Participants Below avg headcount
- 82nd
- Percentile by assets National rank
- $120,756
- Avg per participant Near avg balance/head
Official DOL plan name: San Bernardino Medical Orthopaedic Group, Inc. Dba Arrowhead Orthopaedics 401(k) Profit Sharing Plan · Sponsored by San Bernardino Medical Orthopaedic Group, Inc. · California · Healthcare & Social Assistance
$40M in assets, 335 participants
San Bernardino Medical Orthopaedic Group, Inc.'s San Bernardino Medical Orthopaedic Group, Inc. Dba Arrowhead Orthopaedics 401(k) Profit Sharing Plan reported $40M in total assets and 335 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.
- #14,233 in Healthcare & Social Assistance (16,916 peers)
Where San Bernardino Medical Orthopaedic Group, Inc. Dba Arrowhead Orthopaedics 401(k) Profit Sharing Plan sits by assets
San Bernardino Medical Orthopaedic Group, Inc. Dba Arrowhead Orthopaedics 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $40M for 335 participants (~$120,756/participant), up 21.2% in 2024.
- #14,233
- in Healthcare & Social Assistance (16,916 peers)
- +21.2%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
San Bernardino Medical Orthopaedic Group, Inc. Dba Arrowhead Orthopaedics 401(k) Profit Sharing Plan's outsized position by total assets
San Bernardino Medical Orthopaedic Group, Inc. Dba Arrowhead Orthopaedics 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$40,453,194 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
San Bernardino Medical Orthopaedic Group, Inc. Dba Arrowhead Orthopaedics 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. San Bernardino Medical Orthopaedic Group, Inc. Dba Arrowhead Orthopaedics 401(k) Profit Sharing Plan sits mid-pack in the medium band (335 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- San Bernardino Medical Orthopaedic Group, Inc. Dba Arrowhead Orthopaedics 401(k) Profit Sharing Plan end-of-year assets rose from $33M in the plan year 2023 filing to $40M in the plan year 2024 filing.
- San Bernardino Medical Orthopaedic Group, Inc. Dba Arrowhead Orthopaedics 401(k) Profit Sharing Plan reported participants rose from 322 in the plan year 2023 filing to 335 in the plan year 2024 filing.
- San Bernardino Medical Orthopaedic Group, Inc. Dba Arrowhead Orthopaedics 401(k) Profit Sharing Plan reported net income rose from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 330376200 · San Bernardino Medical Orthopaedic Group, Inc. PY 2024 · 401(k)
San Bernardino Medical Orthopaedic Group, Inc. Dba Arrowhead Orthopaedics 401(k) Profit Sharing Plan · $40M · 335 · 82nd
- VS-ST $40M
- BOY 335
- SCH 82nd
- EBSA 401(k)
- PART near Tolomatic, Inc. 401(k) & Profit Sharing Plan
- TYPE ind #14233
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 →
San Bernardino Medical Orthopaedic Group, Inc. Dba Arrowhead Orthopaedics 401(k) Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $33M |
|---|---|
| Net Assets (End of Year) | $40M |
| Net Income | $7M |
| Employer EIN | 330376200 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (San Bernardino Medical Orthopaedic Group, Inc.)
Sponsor-wide plan assets over time
All San Bernardino Medical Orthopaedic Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $40M 53.03695159027075% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 273 | $26M |
| 2023 | 1 | 322 | $33M |
| 2024 | 1 | 335 | $40M |
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
San Bernardino Medical Orthopaedic Group, Inc. Dba Arrowhead Orthopaedics 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 Tolomatic, Inc. 401(k) & Profit Sharing Plan in MN ($40M); by covered participants it is Enstar (US) Inc. 401(k) Plan in FL (335 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($40M here).
- Tolomatic, Inc. 401(k) & Profit Sharing Plan (MN) $40M · 238
- Alliance Physical Therapy Group, LLC 401(k) Plan (MI) $40M · 1,004
- Federal International, Inc. 401(k) Retirement Plan (MO) $40M · 488
- Computers Unlimited 401(k) Plan (MT) $40M · 185
Similar participant headcount
Nearest other-state filings by covered participants (335 participants); asset peers above are excluded.
- Enstar (US) Inc. 401(k) Plan (FL) 335 · 0 off
- Merchants Mutual Capital Accumulation Plan (NY) 335 · 0 off
- Los Alamos Technical Associates, Inc. 401(k) and Profit Sharing Plan (NM) 335 · 0 off
- Gordon Brothers Profit-Sharing Plan (MA) 335 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.