401(k) · DOL Form 5500 · 2024

Medical Group of Beverly Hills, Inc. 401(k) Plan

Data updated 2026-08-25

$147M
Total assets Near avg plan size
242
Participants Below avg headcount
93rd
Percentile by assets National rank
$606,025
Avg per participant High balance/head
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Official DOL plan name: Medical Group of Beverly Hills, Inc. 401(k) Profit Sharing Plan · Sponsored by Medical Group of Beverly Hills, Inc. · California · Healthcare & Social Assistance

$147M in assets, 242 participants

Medical Group of Beverly Hills, Inc.'s Medical Group of Beverly Hills, Inc. 401(k) Profit Sharing Plan reported $147M in total assets and 242 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.

  • #15,849 in Healthcare & Social Assistance (16,916 peers)

Coverage in California

Medical Group of Beverly Hills, Inc. 401(k) Profit Sharing Plan covers 242 participants in California, about 38% of the average California filer (state average ~630 per filing). Assets: $147M.

#15,849
in Healthcare & Social Assistance (16,916 peers)
+20.0%
assets growth YoY
1.5×
vs typical plan assets (national mean)

Medical Group of Beverly Hills, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Medical Group of Beverly Hills, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$146,658,069 Top 7% higher than 93% 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

Medical Group of Beverly Hills, Inc. 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. Medical Group of Beverly Hills, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (242 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Medical Group of Beverly Hills, Inc. 401(k) Profit Sharing Plan reported net income rose from $12M in the plan year 2023 filing to $24M in the plan year 2024 filing.
  • Medical Group of Beverly Hills, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $122M in the plan year 2023 filing to $147M in the plan year 2024 filing.
  • Medical Group of Beverly Hills, Inc. 401(k) Profit Sharing Plan reported participants rose from 225 in the plan year 2023 filing to 242 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 954077334 · Medical Group of Beverly Hills, Inc. PY 2024 · 401(k)

Medical Group of Beverly Hills, Inc. 401(k) Profit Sharing Plan · $147M · 242 · 93rd

  • PART $147M
  • TYPE 242
  • NET 93rd
  • BOOK 401(k)
  • VS-ST near Credit Union National Association, Inc. 401(k) Plan
  • BOY ind #15849

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 →

Medical Group of Beverly Hills, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Credit Union National Association, Inc. 401(k) PlanCredit Union National Associ…$147MMedvet, Inc. Employees Savings TrustMedvet, Inc. Employees Savin…$147MMedical Group of Beverly Hills, Inc. 401(k) Profit Sharing PlanMedical Group of Beverly Hil…$147MOrion Advisor Solutions, Inc. 401(k) PlanOrion Advisor Solutions, Inc…$147MBrose North America, Inc. 401(k) Profit Sharing Plan and TrustBrose North America, Inc. 40…$147M
End-of-year total assets ($M) among Medical Group of Beverly Hills, Inc. 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)$122M
Net Assets (End of Year)$147M
Net Income$24M
Employer EIN954077334
Plan Effective Date1987-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Medical Group of Beverly Hills, Inc.)

Sponsor-wide plan assets over time

All Medical Group of Beverly Hills, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$209M 51.52309905390715% vs 2022
2024 filing year
$100M$150M$200M$250M 202220232024 $138M $209M ▲ +51.5%
Year Plans Participants Total Assets
2022 2 397 $138M
2023 2 398 $155M
2024 3 645 $209M

Nearby 401(k) Plans in California

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

Medical Group of Beverly Hills, 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 ($B) Participants Medical Group of Beverly Hills, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.146658069 · Participants: 242Medical Group of Beverly Hills, 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
Medical Group of Beverly Hills, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Medical Group of Beverly Hills, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Medical Group of Beverly Hills, 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 Credit Union National Association, Inc. 401(k) Plan in WI ($147M); by covered participants it is Venus Construction Company 401 (K) Plan in TX (242 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (242 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 Medical Group of Beverly Hills, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Medical Group of Beverly Hills, Inc. 401(k) Profit Sharing Plan grew sharply - up 20.0% during 2024, from $122M to $147M. Reported net income was $24M.
How have Medical Group of Beverly Hills, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Medical Group of Beverly Hills, Inc.'s sponsor-wide assets grew 51.5%, from $138M to $209M.
Where does Medical Group of Beverly Hills, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Medical Group of Beverly Hills, Inc. 401(k) Profit Sharing Plan ranks in the 93rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Medical Group of Beverly Hills, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Credit Union National Association, Inc. 401(k) Plan in WI ($147M, 255 participants).
Which 401(k) plans cover a similar participant headcount to Medical Group of Beverly Hills, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Venus Construction Company 401 (K) Plan in TX (242 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 954077334.

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.