401(k) · DOL Form 5500 · 2024
Sonterra Medical Management Group, Inc. 401(k) Plan
Data updated 2026-08-25
- $60M
- Total assets Below avg plan size
- 472
- Participants Below avg headcount
- 86th
- Percentile by assets National rank
- $126,130
- Avg per participant Near avg balance/head
Official DOL plan name: Sonterra Medical Management Group Profit Sharing 401(k) Plan · Sponsored by Sonterra Medical Management Group, Inc. · Texas · Healthcare & Social Assistance
$60M in assets, 472 participants
Sonterra Medical Management Group, Inc.'s Sonterra Medical Management Group Profit Sharing 401(k) Plan reported $60M in total assets and 472 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.
- #14,892 in Healthcare & Social Assistance (16,916 peers)
Where Sonterra Medical Management Group Profit Sharing 401(k) Plan sits by assets
Sonterra Medical Management Group Profit Sharing 401(k) Plan sits in the top quartile of all filed plans by assets, $60M for 472 participants (~$126,130/participant), up 13.7% in 2024.
- #14,892
- in Healthcare & Social Assistance (16,916 peers)
- +13.7%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Sonterra Medical Management Group Profit Sharing 401(k) Plan's outsized position by total assets
Sonterra Medical Management Group Profit Sharing 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$59,533,293 Top 14% higher than 86% 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
Sonterra Medical Management Group Profit Sharing 401(k) 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. Sonterra Medical Management Group Profit Sharing 401(k) Plan sits mid-pack in the medium band (472 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sonterra Medical Management Group Profit Sharing 401(k) Plan reported net income fell from $10M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Sonterra Medical Management Group Profit Sharing 401(k) Plan end-of-year assets rose from $52M in the plan year 2023 filing to $60M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 743006020 · Sonterra Medical Management Group, Inc. PY 2024 · 401(k)
Sonterra Medical Management Group Profit Sharing 401(k) Plan · $60M · 472 · 86th
- SCH $60M
- SCH 472
- SCH 86th
- SCH 401(k)
- SCH near Outform Group, Inc Savings and Protection Plan
- SCH ind #14892
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 Texas →
Sonterra Medical Management Group Profit Sharing 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $52M |
|---|---|
| Net Assets (End of Year) | $60M |
| Net Income | $7M |
| Employer EIN | 743006020 |
| Plan Effective Date | 2001-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sonterra Medical Management Group, Inc.)
Sponsor-wide plan assets over time
All Sonterra Medical Management Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $60M 41.66929936948394% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 459 | $42M |
| 2023 | 1 | 476 | $52M |
| 2024 | 1 | 472 | $60M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
Sonterra Medical Management Group Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Outform Group, Inc Savings and Protection Plan in IL ($60M); by covered participants it is University Athletic Association 403b Plan in FL (472 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($60M here).
- Outform Group, Inc Savings and Protection Plan (IL) $60M · 358
- Ocdc 401(k) Plan (OR) $60M · 1,069
- Rural King 401(k) Plan (IL) $60M · 5,504
- High-Purity Silicon America Corporation Savings and Investment Plan (AL) $60M · 144
Similar participant headcount
Nearest other-state filings by covered participants (472 participants); asset peers above are excluded.
- University Athletic Association 403b Plan (FL) 472 · 0 off
- Sp Holdings, Inc. 401(k) Plan (WA) 472 · 0 off
- Emprise Bank 401(k) Plan (KS) 472 · 0 off
- Pantherx Specialty, LLC 401(k) Plan (PA) 472 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.