401(k) · DOL Form 5500 · 2024

Menlo Medical Clinic 401(k) Plan

Data updated 2026-08-25

$87M
Total assets Below avg plan size
69
Participants Small participant base
89th
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
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Official DOL plan name: Menlo Medical Clinic 401(k) Profit Sharing Plan · Sponsored by Menlo Medical Clinic · California · Healthcare & Social Assistance

$87M in assets, 69 participants

Menlo Medical Clinic's Menlo Medical Clinic 401(k) Profit Sharing Plan reported $87M in total assets and 69 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • #15,346 in Healthcare & Social Assistance (16,916 peers)

Where Menlo Medical Clinic 401(k) Profit Sharing Plan sits by assets

Menlo Medical Clinic 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $87M for 69 participants (~$1.3M/participant), up 19.1% in 2024.

#15,346
in Healthcare & Social Assistance (16,916 peers)
+19.1%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Menlo Medical Clinic 401(k) Profit Sharing Plan's outsized position by total assets

Menlo Medical Clinic 401(k) Profit Sharing Plan vs every filed plan by assets

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

$86,705,093 Top 11% higher than 89% 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

Menlo Medical Clinic 401(k) Profit Sharing 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. Menlo Medical Clinic 401(k) Profit Sharing Plan is a small filing (69 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Menlo Medical Clinic 401(k) Profit Sharing Plan end-of-year assets rose from $73M in the plan year 2023 filing to $87M in the plan year 2024 filing.
  • Menlo Medical Clinic 401(k) Profit Sharing Plan reported participants rose from 59 in the plan year 2023 filing to 69 in the plan year 2024 filing.
  • Menlo Medical Clinic 401(k) Profit Sharing Plan reported net income rose from $13M in the plan year 2023 filing to $14M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 800656446 · Menlo Medical Clinic PY 2024 · 401(k)

Menlo Medical Clinic 401(k) Profit Sharing Plan · $87M · 69 · 89th

  • EBSA $87M
  • PART 69
  • TYPE 89th
  • NET 401(k)
  • BOOK near Trustwave Holdings, Inc. 401(k) Plan
  • VS-ST ind #15346

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 →

Menlo Medical Clinic 401(k) Profit Sharing Plan in the asset neighbourhood

The 401(k) Plan$87MTrustwave Holdings, Inc. 401(k) PlanTrustwave Holdings, Inc. 401…$87MStrongwell Corporation 401(k) Profit-Sharing Plan and TrustStrongwell Corporation 401(k…$87MMenlo Medical Clinic 401(k) Profit Sharing PlanMenlo Medical Clinic 401(k) …$87MTransalta Retirement Savings PlanTransalta Retirement Savings…$87M
End-of-year total assets ($M) among Menlo Medical Clinic 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$73M
Net Assets (End of Year)$87M
Net Income$14M
Employer EIN800656446
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Menlo Medical Clinic)

Sponsor-wide plan assets over time

All Menlo Medical Clinic plans reported in each filing year

Latest sponsor-wide plan assets
$87M 45.53450904769473% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $59.6M $86.7M ▲ +45.5%
Year Plans Participants Total Assets
2022 1 64 $60M
2023 1 59 $73M
2024 1 69 $87M

Nearby 401(k) Plans in California

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

Menlo Medical Clinic 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Menlo Medical Clinic 401(k) Profit Sharing Plan, Total assets ($B): 0.086705093 · Participants: 69Menlo Medical Clinic 401(k) Profit Sharing 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
Menlo Medical Clinic 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Menlo Medical Clinic 401(k) Profit Sharing Plan side-by-side with 3 peers →

Menlo Medical Clinic 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 Trustwave Holdings, Inc. 401(k) Plan in IL ($87M); by covered participants it is Brinton Woods 401(k) Profit Sharing Plan in MD (69 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($87M here).

Similar participant headcount

Nearest other-state filings by covered participants (69 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 Menlo Medical Clinic 401(k) Profit Sharing Plan assets move in 2024? ▼
Menlo Medical Clinic 401(k) Profit Sharing Plan grew sharply - up 19.1% during 2024, from $73M to $87M. Reported net income was $14M.
How have Menlo Medical Clinic plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Menlo Medical Clinic's sponsor-wide assets grew 45.5%, from $60M to $87M.
Where does Menlo Medical Clinic 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Menlo Medical Clinic 401(k) Profit Sharing Plan ranks in the 89th 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 Menlo Medical Clinic 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Trustwave Holdings, Inc. 401(k) Plan in IL ($87M, 334 participants).
Which 401(k) plans cover a similar participant headcount to Menlo Medical Clinic 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Brinton Woods 401(k) Profit Sharing Plan in MD (69 participants, $2M 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 800656446.

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.