401(k) · DOL Form 5500 · 2024

Packard Medical Group, Inc. 401(k) Plan

Data updated 2026-08-25

$103M
Total assets Near avg plan size
163
Participants Small participant base
91st
Percentile by assets National rank
$629,385
Avg per participant High balance/head
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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.

  • #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.

#15,511
in Healthcare & Social Assistance (16,916 peers)
+23.0%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Packard Medical Group 401(k) Profit Sharing Plan's outsized position 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 $2,050,000,000 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

Packard Medical Group 401(k) 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. Packard Medical Group 401(k) Profit Sharing Plan sits mid-pack in the medium band (163 participants).

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 →

Form 5500 schedule snapshot

Filing strip 352420096 · Packard Medical Group, Inc. PY 2024 · 401(k)

Packard Medical Group 401(k) Profit Sharing Plan · $103M · 163 · 91st

  • EIN $103M
  • RANK 163
  • PHOTO 91st
  • IND 401(k)
  • EOY near Jenzabar, Inc. 401(k) Plan
  • 5500 ind #15511

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 →

Packard Medical Group 401(k) Profit Sharing Plan in the asset neighbourhood

Illumifin Corporation 401(k) PlanIllumifin Corporation 401(k)…$103MPackard Medical Group 401(k) Profit Sharing PlanPackard Medical Group 401(k)…$103MJenzabar, Inc. 401(k) Plan$103MHeartland Express, Inc. of Iowa 401(k) PlanHeartland Express, Inc. of I…$103MCollabera 401(k) Plan$103M
End-of-year total assets ($M) among Packard Medical Group 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

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.)

Sponsor-wide plan assets over time

All Packard Medical Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$103M 61.41694027023167% vs 2022
2024 filing year
$40M$60M$80M$100M$120M 202220232024 $63.6M $103M ▲ +61.4%
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 ($B) Participants Packard Medical Group 401(k) Profit Sharing Plan, Total assets ($B): 0.102589768 · Participants: 163Packard Medical Group 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
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 Sharing Plan side-by-side with 3 peers →

Packard Medical Group 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 Jenzabar, Inc. 401(k) Plan in VA ($103M); by covered participants it is Kessler's, Inc. 401(k) Retirement Plan in SD (163 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($103M here).

Similar participant headcount

Nearest other-state filings by covered participants (163 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 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).
Which 401(k) plans cover a similar participant headcount to Packard Medical Group 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kessler's, Inc. 401(k) Retirement Plan in SD (163 participants, $4M 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 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.