401(k) · DOL Form 5500 · 2024
Scott P. Leary, M.D., Inc. 401(k) Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 66th
- Percentile by assets National rank
- $3.2M
- Avg per participant High balance/head
Official DOL plan name: Scott P. Leary, M.D., Inc. 401(k) Profit Sharing Plan & Trust · Sponsored by Scott P. Leary, M.D., Inc. · California · Healthcare & Social Assistance
$16M in assets, 5 participants
Scott P. Leary, M.D., Inc.'s Scott P. Leary, M.D., Inc. 401(k) Profit Sharing Plan & Trust reported $16M in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.
- #11,979 in Healthcare & Social Assistance (16,916 peers)
What the 2024 filing shows
Scott P. Leary, M.D., Inc. 401(k) Profit Sharing Plan & Trust holds $16M for 5 participants - about $3.2M per participant, above the median plan by assets.
- #11,979
- in Healthcare & Social Assistance (16,916 peers)
- +0.7%
- assets growth YoY
Scott P. Leary, M.D., Inc. 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers
Scott P. Leary, M.D., Inc. 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$16,058,327 Top 34% higher than 66% 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
Scott P. Leary, M.D., Inc. 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Scott P. Leary, M.D., Inc. 401(k) Profit Sharing Plan & Trust is a micro filing (5 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Scott P. Leary, M.D., Inc. 401(k) Profit Sharing Plan & Trust reported net income fell from $771K in the plan year 2023 filing to $111K in the plan year 2024 filing.
- Scott P. Leary, M.D., Inc. 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $16M in the plan year 2023 filing to $16M in the plan year 2024 filing.
DOL schedule card
Filing strip 260438409 · Scott P. Leary, M.D., Inc. PY 2024 · 401(k)
Scott P. Leary, M.D., Inc. 401(k) Profit Sharing Plan & Trust · $16M · 5 · 66th
- PCT $16M
- PCT 5
- PCT 66th
- PCT 401(k)
- PCT near 403(b) Thrift Plan of Community Clinic, Inc.
- PCT ind #11979
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 →
Scott P. Leary, M.D., Inc. 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $111K |
| Employer EIN | 260438409 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Scott P. Leary, M.D., Inc.)
Sponsor-wide plan assets over time
All Scott P. Leary, M.D., Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 5.811508589152386% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $15M |
| 2023 | 1 | 5 | $16M |
| 2024 | 1 | 5 | $16M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Scott P. Leary, M.D., Inc. 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is 403(b) Thrift Plan of Community Clinic, Inc. in MD ($16M); by covered participants it is Nasr Psychiatric Services 401(k) Plan in IN (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
Similar participant headcount
Nearest other-state filings by covered participants (5 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.