401(k) · DOL Form 5500 · 2024

Orange County Urology Associates, Inc. a Medical Group 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
114
Participants Small participant base
70th
Percentile by assets National rank
$176,076
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

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

$20M in assets, 114 participants

Orange County Urology Associates, Inc. a Medical Group's Orange County Urology Associates 401(k) Profit Sharing Plan reported $20M in total assets and 114 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #12,645 in Healthcare & Social Assistance (16,916 peers)

Coverage in California

Orange County Urology Associates 401(k) Profit Sharing Plan covers 114 participants in California, about 18% of the average California filer (state average ~630 per filing). Assets: $20M.

#12,645
in Healthcare & Social Assistance (16,916 peers)
+12.0%
assets growth YoY

Orange County Urology Associates 401(k) Profit Sharing Plan's outsized position by total assets

Orange County Urology Associates 401(k) Profit Sharing Plan vs every filed plan by assets

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

$20,072,656 Top 30% higher than 70% 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

Orange County Urology Associates 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. Orange County Urology Associates 401(k) Profit Sharing Plan sits mid-pack in the medium band (114 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Orange County Urology Associates 401(k) Profit Sharing Plan reported net income rose from -$1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Orange County Urology Associates 401(k) Profit Sharing Plan end-of-year assets rose from $18M in the plan year 2023 filing to $20M in the plan year 2024 filing.
  • Orange County Urology Associates 401(k) Profit Sharing Plan reported participants fell from 120 in the plan year 2023 filing to 114 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 571143045 · Orange County Urology Associates, Inc. a Medical Group PY 2024 · 401(k)

Orange County Urology Associates 401(k) Profit Sharing Plan · $20M · 114 · 70th

  • RANK $20M
  • PHOTO 114
  • IND 70th
  • EOY 401(k)
  • 5500 near Femg Holdings, LLC 401(k) Plan
  • ASSETS ind #12645

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 →

Orange County Urology Associates 401(k) Profit Sharing Plan in the asset neighbourhood

Austin Ear, Nose & Throat Clinic 401(k) Profit Sharing PlanAustin Ear, Nose & Throat Cl…$20MOrange County Urology Associates 401(k) Profit Sharing PlanOrange County Urology Associ…$20MFemg Holdings, LLC 401(k) PlanFemg Holdings, LLC 401(k) Pl…$20MBlue Vista Capital Management 401(k) PlanBlue Vista Capital Managemen…$20MSoftheon 401(k) Plan$20M
End-of-year total assets ($M) among Orange County Urology Associates 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)$18M
Net Assets (End of Year)$20M
Net Income$2M
Employer EIN571143045
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Orange County Urology Associates, Inc. a Medical Group)

Sponsor-wide plan assets over time

All Orange County Urology Associates, Inc. a Medical Group plans reported in each filing year

Latest sponsor-wide plan assets
$20M 12.862683335315767% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $23M $20.1M ▼ -12.9%
Year Plans Participants Total Assets
2022 2 188 $23M
2023 1 120 $18M
2024 1 114 $20M

Nearby 401(k) Plans in California

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

Orange County Urology Associates 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 ($B) Participants Orange County Urology Associates 401(k) Profit Sharing Plan, Total assets ($B): 0.020072656 · Participants: 114Orange County Urology Associates 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
Orange County Urology Associates 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Orange County Urology Associates 401(k) Profit Sharing Plan side-by-side with 3 peers →

Orange County Urology Associates 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 Femg Holdings, LLC 401(k) Plan in FL ($20M); by covered participants it is Falls Community Hospital 401(k) Plan in TX (114 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (114 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 Orange County Urology Associates 401(k) Profit Sharing Plan assets move in 2024? ▼
Orange County Urology Associates 401(k) Profit Sharing Plan grew at a solid clip - up 12.0% during 2024, from $18M to $20M. Reported net income was $2M.
How have Orange County Urology Associates, Inc. a Medical Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Orange County Urology Associates, Inc. a Medical Group's sponsor-wide assets declined 12.9%, from $23M to $20M.
Which 401(k) plans are similar in size to Orange County Urology Associates 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Femg Holdings, LLC 401(k) Plan in FL ($20M, 645 participants).
Which 401(k) plans cover a similar participant headcount to Orange County Urology Associates 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Falls Community Hospital 401(k) Plan in TX (114 participants, $3M 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 571143045.

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.