401(k) · DOL Form 5500 · 2024

Reflexion Medical 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
242
Participants Below avg headcount
78th
Percentile by assets National rank
$127,885
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Reflexion Medical Retirement Trust · Sponsored by Reflexion Medical · California · Manufacturing

$31M in assets, 242 participants

Reflexion Medical's Reflexion Medical Retirement Trust reported $31M in total assets and 242 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #12,340 in Manufacturing (17,777 peers)

Coverage in California

Reflexion Medical Retirement Trust covers 242 participants in California, about 38% of the average California filer (state average ~630 per filing). Assets: $31M.

#12,340
in Manufacturing (17,777 peers)
+15.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Reflexion Medical Retirement Trust's outsized position by total assets

Reflexion Medical Retirement Trust vs every filed plan by assets

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

$30,948,203 Top 22% higher than 78% 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

Reflexion Medical Retirement Trust 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. Reflexion Medical Retirement Trust sits mid-pack in the medium band (242 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Reflexion Medical Retirement Trust reported net income fell from $8M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Reflexion Medical Retirement Trust end-of-year assets rose from $27M in the plan year 2023 filing to $31M in the plan year 2024 filing.
  • Reflexion Medical Retirement Trust reported participants fell from 272 in the plan year 2023 filing to 242 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 264487874 · Reflexion Medical PY 2024 · 401(k)

Reflexion Medical Retirement Trust · $31M · 242 · 78th

  • EBSA $31M
  • PART 242
  • TYPE 78th
  • NET 401(k)
  • BOOK near Dunham's Athleisure Corporation 401(k) Savings & Retirement Plan
  • VS-ST ind #12340

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 Manufacturing retirement plans → · Plans in California →

Reflexion Medical Retirement Trust in the asset neighbourhood

Reflexion Medical Retirement TrustReflexion Medical Retirement…$31MDunham's Athleisure Corporation 401(k) Savings & Retirement PlanDunham's Athleisure Corporat…$31MAdvantis Credit Union 401(k) PlanAdvantis Credit Union 401(k)…$31M1password 401(k) Plan$31MSbera 401(k) Plan as Adopted by the Bank of CantonSbera 401(k) Plan as Adopted…$31M
End-of-year total assets ($M) among Reflexion Medical Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$31M
Net Income$4M
Employer EIN264487874
Plan Effective Date2014-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Reflexion Medical)

Sponsor-wide plan assets over time

All Reflexion Medical plans reported in each filing year

Latest sponsor-wide plan assets
$31M 60.77129716099845% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $19.3M $31M ▲ +60.8%
Year Plans Participants Total Assets
2022 1 257 $19M
2023 1 272 $27M
2024 1 242 $31M

Nearby 401(k) Plans in California

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

Reflexion Medical Retirement Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Reflexion Medical Retirement Trust, Total assets ($B): 0.030948203 · Participants: 242Reflexion Medical Retirement TrustGoogle 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
Reflexion Medical Retirement Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Reflexion Medical Retirement Trust side-by-side with 3 peers →

Reflexion Medical Retirement Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Dunham's Athleisure Corporation 401(k) Savings & Retirement Plan in MI ($31M); by covered participants it is Venus Construction Company 401 (K) Plan in TX (242 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (242 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 Reflexion Medical Retirement Trust assets move in 2024? ▼
Reflexion Medical Retirement Trust grew sharply - up 15.3% during 2024, from $27M to $31M. Reported net income was $4M.
How have Reflexion Medical plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Reflexion Medical's sponsor-wide assets grew 60.8%, from $19M to $31M.
Where does Reflexion Medical Retirement Trust rank by assets among Form 5500 filers? ▼
Reflexion Medical Retirement Trust ranks in the 78th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Reflexion Medical Retirement Trust? ▼
Among 401(k) plans in other states, the closest by assets is Dunham's Athleisure Corporation 401(k) Savings & Retirement Plan in MI ($31M, 2,180 participants).
Which 401(k) plans cover a similar participant headcount to Reflexion Medical Retirement Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Venus Construction Company 401 (K) Plan in TX (242 participants, $3M 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 264487874.

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.