401(k) · DOL Form 5500 · 2024

Packard Medical Group, Inc. 401(k) Plan

Data updated 2026-08-11

$103M
Total assets
163
Participants
91st
Percentile by assets
$629,385
Avg per participant
PlainRetire home → About this data

Official DOL plan name: Packard Medical Group 401(k) Profit Sharing Plan · Sponsored by Packard Medical Group, Inc. · California · Healthcare & Social Assistance

$103M in assets, 163 participants

Packard Medical Group, Inc.'s Packard Medical Group 401(k) Profit Sharing Plan reported $103M in total assets and 163 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

  • 91st percentile by assets (of 123,622 plans)
  • #15,511 in Healthcare & Social Assistance (16,916 peers)

Coverage in California

Packard Medical Group 401(k) Profit Sharing Plan covers 163 participants in California, about 26% of the average California filer (state average ~630 per filing). Assets: $103M.

$103M
total plan assets (2024 EOY)
163
covered participants
91st
percentile by assets (of 123,622 plans)
$629,385
avg assets per participant

Where Packard Medical Group 401(k) Profit Sharing Plan sits by total assets

Packard Medical Group 401(k) Profit Sharing Plan vs every filed plan by assets

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

$102,589,768 Top 9% higher than 91% 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

  • Packard Medical Group 401(k) Profit Sharing Plan end-of-year assets rose from $83M in the plan year 2023 filing to $103M in the plan year 2024 filing.
  • Packard Medical Group 401(k) Profit Sharing Plan reported net income fell from $20M in the plan year 2023 filing to $19M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
California
Industry
Healthcare & Social Assistance

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Packard Medical Group 401(k) Profit Sharing Plan reports 163 participants - about 26% of that state average ($103M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$83M
Net Assets (End of Year)$103M
Net Income$19M
Employer EIN352420096
Plan Effective Date2012-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Packard Medical Group, Inc.)

$40M$60M$80M$100M$120M 202220232024 $63.6M $103M ▲ +61.4%
Total plan assets by year, all Packard Medical Group, Inc. plans on file
Year Plans Participants Total Assets
2022 1 154 $64M
2023 1 163 $83M
2024 1 163 $103M

Nearby 401(k) Plans in California

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

Packard Medical Group 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 ($B) Participants Packard Medical Grou…, Total assets ($B): 0.102589768 · Participants: 163Packard Medical Grou…Google LLC 401(k) Sa…, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Sa…Oracle Corporation 4…, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 4…Intel 401(k) Savings…, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings…Apple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 4…, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 4…
Packard Medical Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Packard Medical Group 401(k) Profit Shar… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

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

Frequently Asked Questions

How did Packard Medical Group 401(k) Profit Sharing Plan assets move in 2024? ▼
Packard Medical Group 401(k) Profit Sharing Plan grew sharply - up 23.0% during 2024, from $83M to $103M. Reported net income was $19M.
How have Packard Medical Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Packard Medical Group, Inc.'s sponsor-wide assets grew 61.4%, from $64M to $103M.
Where does Packard Medical Group 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Packard Medical Group 401(k) Profit Sharing Plan ranks in the 91st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Packard Medical Group 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jenzabar, Inc. 401(k) Plan in VA ($103M, 561 participants).

Next read for Packard Medical Group 401(k) Profit Shar…

Filing takeaways

Ways to act on Packard Medical Group 401(k) Profit Sharing Plan's numbers.

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 352420096.

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.