401(k) · DOL Form 5500 · 2024

Balboa Nephrology Medical Group, Inc. 401(k) Plan

Data updated 2026-08-11

$45M
Total assets
191
Participants
83rd
Percentile by assets
$237,204
Avg per participant
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Official DOL plan name: Balboa Nephrology Medical Group, Inc. Profit-Sharing Plan · Sponsored by Balboa Nephrology Medical Group, Inc. · California · Healthcare & Social Assistance

$45M in assets, 191 participants

Balboa Nephrology Medical Group, Inc.'s Balboa Nephrology Medical Group, Inc. Profit-Sharing Plan reported $45M in total assets and 191 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.

  • 83rd percentile by assets (of 123,622 plans)
  • #14,445 in Healthcare & Social Assistance (16,916 peers)

Coverage in California

Balboa Nephrology Medical Group, Inc. Profit-Sharing Plan covers 191 participants in California, about 30% of the average California filer (state average ~630 per filing). Assets: $45M.

$45M
total plan assets (2024 EOY)
191
covered participants
83rd
percentile by assets (of 123,622 plans)
$237,204
avg assets per participant

Where Balboa Nephrology Medical Group, Inc. Profit-Sharing Plan sits by total assets

Balboa Nephrology Medical Group, Inc. Profit-Sharing Plan vs every filed plan by assets

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

$45,306,024 Top 17% higher than 83% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Balboa Nephrology Medical Group, Inc. Profit-Sharing Plan reported net income fell from $9M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Balboa Nephrology Medical Group, Inc. Profit-Sharing Plan end-of-year assets rose from $39M in the plan year 2023 filing to $45M in the plan year 2024 filing.
  • Balboa Nephrology Medical Group, Inc. Profit-Sharing Plan reported participants fell from 194 in the plan year 2023 filing to 191 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Balboa Nephrology Medical Group, Inc. Profit-Sharing Plan reports 191 participants - about 30% of that state average ($45M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$45M
Net Income$7M
Employer EIN952848091
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Balboa Nephrology Medical Group, Inc.)

$25M$30M$35M$40M$45M$50M 202220232024 $29.9M $45.3M ▲ +51.6%
Total plan assets by year, all Balboa Nephrology Medical Group, Inc. plans on file
Year Plans Participants Total Assets
2022 1 167 $30M
2023 1 194 $39M
2024 1 191 $45M

Nearby 401(k) Plans in California

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

Balboa Nephrology Medical Group, Inc. Profit-Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants

Balboa Nephrology Medical Group, Inc. 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 Balboa Nephrology Me…Google LLC 401(k) Sa…Oracle Corporation 4…Intel 401(k) Savings…Apple 401(k) PlanCisco Systems,Inc. 4…
Balboa Nephrology Medical Group, Inc. Profit-Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Balboa Nephrology Medical Group, Inc. Profit-Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did Balboa Nephrology Medical Group, Inc. Profit-Sharing Plan assets move in 2024?
Balboa Nephrology Medical Group, Inc. Profit-Sharing Plan grew sharply - up 16.8% during 2024, from $39M to $45M. Reported net income was $7M.
How have Balboa Nephrology Medical Group, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Balboa Nephrology Medical Group, Inc.'s sponsor-wide assets grew 51.6%, from $30M to $45M.
Where does Balboa Nephrology Medical Group, Inc. Profit-Sharing Plan rank by assets among Form 5500 filers?
Balboa Nephrology Medical Group, Inc. Profit-Sharing Plan ranks in the 83rd 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 Balboa Nephrology Medical Group, Inc. Profit-Sharing Plan?
Among 401(k) plans in other states, the closest by assets is The Hogan Retirement Savings Plan in MO ($45M, 2,827 participants).

Next read for Balboa Nephrology Medical Group, Inc. Pr…

Filing takeaways

Ways to act on Balboa Nephrology Medical Group, Inc. Profit-Sharing Plan's numbers.