401(k) · DOL Form 5500 · 2024

Santa Barbara Orthopedic Associates 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
16
Participants Small participant base
47th
Percentile by assets National rank
$411,936
Avg per participant High balance/head
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Official DOL plan name: Sb Orthopedic Associates, Inc. 401(k) Profit Sharing Plan · Sponsored by Santa Barbara Orthopedic Associates · California · Healthcare & Social Assistance

$7M in assets, 16 participants

Santa Barbara Orthopedic Associates's Sb Orthopedic Associates, Inc. 401(k) Profit Sharing Plan reported $7M in total assets and 16 participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.

  • #8,705 in Healthcare & Social Assistance (16,916 peers)

Santa Barbara Orthopedic Associates multi-year trail

Santa Barbara Orthopedic Associates's plans moved +19.9% in assets from 2022 to 2024; this filing shows Sb Orthopedic Associates, Inc. 401(k) Profit Sharing Plan at $7M / 16 participants.

#8,705
in Healthcare & Social Assistance (16,916 peers)
+13.2%
assets growth YoY

Sb Orthopedic Associates, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Sb Orthopedic Associates, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$6,590,973 47th percentile higher than 47% 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

Sb Orthopedic Associates, Inc. 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. Sb Orthopedic Associates, Inc. 401(k) Profit Sharing Plan is a small filing (16 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sb Orthopedic Associates, Inc. 401(k) Profit Sharing Plan reported net income rose from $325K in the plan year 2023 filing to $768K in the plan year 2024 filing.
  • Sb Orthopedic Associates, Inc. 401(k) Profit Sharing Plan reported participants fell from 19 in the plan year 2023 filing to 16 in the plan year 2024 filing.
  • Sb Orthopedic Associates, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 952758681 · Santa Barbara Orthopedic Associates PY 2024 · 401(k)

Sb Orthopedic Associates, Inc. 401(k) Profit Sharing Plan · $7M · 16 · 47th

  • EIN $7M
  • EIN 16
  • EIN 47th
  • EIN 401(k)
  • EIN near Smart Motors, Inc. 401(k) Savings Plan
  • EIN ind #8705

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 →

Sb Orthopedic Associates, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Sb Orthopedic Associates, Inc. 401(k) Profit Sharing PlanSb Orthopedic Associates, In…$7MSmart Motors, Inc. 401(k) Savings PlanSmart Motors, Inc. 401(k) Sa…$7MPro Food Systems, Inc. 401(k) PlanPro Food Systems, Inc. 401(k…$7MBestcare, Inc. Employees 401(k) Plan & TrustBestcare, Inc. Employees 401…$7MStandlee Group LLC 401(k) PlanStandlee Group LLC 401(k) Pl…$7M
End-of-year total assets ($M) among Sb Orthopedic Associates, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Santa Barbara Orthopedic Associates multi-year asset trail

Sponsor-wide plan assets over time

All Santa Barbara Orthopedic Associates plans reported in each filing year

Latest sponsor-wide plan assets
$7M 19.85831892154349% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M$7M 202220232024 $5.5M $6.59M ▲ +19.8%
Year Plans Participants Total Assets
2022 1 16 $5M
2023 1 19 $6M
2024 1 16 $7M

Santa Barbara Orthopedic Associates filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$768K
Employer EIN952758681
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Sb Orthopedic Associates, Inc. 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 ($B) Participants Sb Orthopedic Associates, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.006590973 · Participants: 16Sb Orthopedic Associates, Inc. 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
Sb Orthopedic Associates, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Sb Orthopedic Associates, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Sb Orthopedic Associates, Inc. 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 Smart Motors, Inc. 401(k) Savings Plan in WI ($7M); by covered participants it is I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust in OH (16 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

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 Sb Orthopedic Associates, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Sb Orthopedic Associates, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 13.2% during 2024, from $6M to $7M. Reported net income was $768K.
How have Santa Barbara Orthopedic Associates plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Santa Barbara Orthopedic Associates's sponsor-wide assets grew 19.9%, from $5M to $7M.
Which 401(k) plans are similar in size to Sb Orthopedic Associates, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Smart Motors, Inc. 401(k) Savings Plan in WI ($7M, 229 participants).
Which 401(k) plans cover a similar participant headcount to Sb Orthopedic Associates, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust in OH (16 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 952758681.

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.