401(k) · DOL Form 5500 · 2024

Privia Medical Group Gulf Coast, PLLC 401(k) Plan

Data updated 2026-08-25

$68M
Total assets Below avg plan size: 894
Participants Near avg headcount: 87th
Percentile by assets National rank: $75,891
Avg per participant Below avg balance/head

Official DOL plan name: Privia Medical Group Gulf Coast Retirement Plan · Sponsored by Privia Medical Group Gulf Coast, PLLC · Texas · Professional & Technical Services

$68M in assets, 894 participants

Privia Medical Group Gulf Coast, PLLC's Privia Medical Group Gulf Coast Retirement Plan reported $68M in total assets and 894 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

#17,812 in Professional & Technical Services (20,173 peers)

Where Privia Medical Group Gulf Coast Retirement Plan sits by assets

Privia Medical Group Gulf Coast Retirement Plan sits in the top quartile of all filed plans by assets, $68M for 894 participants (~$75,891/participant).

#17,812
in Professional & Technical Services (20,173 peers): $10M
reported net income: 0.7×
vs typical plan assets (national mean)

Privia Medical Group Gulf Coast Retirement Plan's outsized position by total assets

Privia Medical Group Gulf Coast Retirement Plan vs every filed plan by assets

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

$67,846,234 Top 13% higher than 87% 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

Privia Medical Group Gulf Coast Retirement 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. Privia Medical Group Gulf Coast Retirement Plan sits mid-pack in the medium band (894 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

EBSA filing schedule strip

Filing strip 462456505 · Privia Medical Group Gulf Coast, PLLC PY 2024 · 401(k)

Privia Medical Group Gulf Coast Retirement Plan · $68M · 894 · 87th

EIN $68M
RANK 894
PHOTO 87th
IND 401(k)
EOY near Mathis Brothers 401(k) Plan
5500 ind #17812

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 Professional & Technical Services retirement plans → · Plans in Texas →

End-of-year total assets ($M) among Privia Medical Group Gulf Coast Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	N/A
Net Assets (End of Year)	$68M
Net Income	$10M
Employer EIN	462456505
Plan Effective Date	2024-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Texas

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

Privia Medical Group Gulf Coast Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants

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

Compare Privia Medical Group Gulf Coast Retirement Plan side-by-side with 3 peers →

Privia Medical Group Gulf Coast Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Mathis Brothers 401(k) Plan in OK ($68M); by covered participants it is Alliance Entertainment 401(k) Plan in FL (894 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($68M here).

Mathis Brothers 401(k) Plan (OK) $68M · 2,537
Techsmith Corporation Retirement Plan (MI) $68M · 298
Hospice of the Bluegrass 401(k) Retirement Savings Plan (KY) $68M · 757
Ilfc Retirement Savings 401(k) Plan (FL) $68M · 117

Similar participant headcount

Nearest other-state filings by covered participants (894 participants); asset peers above are excluded.

Alliance Entertainment 401(k) Plan (FL) 894 · 0 off
Southern Hvac Corporation 401(k) Plan (FL) 894 · 0 off
Bandwidth Inc. 401(k) Profit Sharing and Trust (NC) 894 · 0 off
Galactic Employer Services 401(k) Plan (AL) 894 · 0 off

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

Where does Privia Medical Group Gulf Coast Retirement Plan rank by assets among Form 5500 filers? ▼

Privia Medical Group Gulf Coast Retirement Plan ranks in the 87th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).

Which 401(k) plans are similar in size to Privia Medical Group Gulf Coast Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Mathis Brothers 401(k) Plan in OK ($68M, 2,537 participants).

Which 401(k) plans cover a similar participant headcount to Privia Medical Group Gulf Coast Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Alliance Entertainment 401(k) Plan in FL (894 participants, $26M 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 462456505.