401(k) · DOL Form 5500 · 2024
Balboa Nephrology Medical Group, Inc. 401(k) Plan
Data updated 2026-08-25
- $45M
- Total assets Below avg plan size
- 191
- Participants Below avg headcount
- 83rd
- Percentile by assets National rank
- $237,204
- Avg per participant Above avg balance/head
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.
- #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.
- #14,445
- in Healthcare & Social Assistance (16,916 peers)
- +16.8%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Balboa Nephrology Medical Group, Inc. Profit-Sharing Plan's outsized position 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Balboa Nephrology Medical Group, Inc. 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. Balboa Nephrology Medical Group, Inc. Profit-Sharing Plan sits mid-pack in the medium band (191 participants).
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.
Plan-year Form 5500 strip
Filing strip 952848091 · Balboa Nephrology Medical Group, Inc. PY 2024 · 401(k)
Balboa Nephrology Medical Group, Inc. Profit-Sharing Plan · $45M · 191 · 83rd
- BOY $45M
- SCH 191
- EBSA 83rd
- PART 401(k)
- TYPE near The Hogan Retirement Savings Plan
- NET ind #14445
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 →
Balboa Nephrology Medical Group, Inc. Profit-Sharing Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $39M |
|---|---|
| Net Assets (End of Year) | $45M |
| Net Income | $7M |
| Employer EIN | 952848091 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Balboa Nephrology Medical Group, Inc.)
Sponsor-wide plan assets over time
All Balboa Nephrology Medical Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $45M 51.63249331399658% vs 2022
- 2024 filing year
| 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.
- 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
Balboa Nephrology Medical Group, Inc. Profit-Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is The Hogan Retirement Savings Plan in MO ($45M); by covered participants it is Brown-Campbell Company 401(k) Plan in MI (191 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($45M here).
- The Hogan Retirement Savings Plan (MO) $45M · 2,827
- Miccosukee Tribe of Indians of Florida 401(k) Plan (FL) $45M · 1,181
- P & K 401(k) Plan (OK) $45M · 714
- Eye Health America 401(k) Plan (SC) $45M · 1,146
Similar participant headcount
Nearest other-state filings by covered participants (191 participants); asset peers above are excluded.
- Brown-Campbell Company 401(k) Plan (MI) 191 · 0 off
- Community Connections, Inc. 401(k) Plan (AK) 191 · 0 off
- Lakeview Clinic Ltd, Retirement Savings Plan (MN) 191 · 0 off
- Mkec Engineering, Inc. 401(k) Plan (KS) 191 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.