401(k) · DOL Form 5500 · 2024

South O C Surgical Medical Group, Inc. 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
52
Participants Small participant base
73rd
Percentile by assets National rank
$447,765
Avg per participant High balance/head
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Official DOL plan name: South O C Surgical Medical Group, Inc. 401(k) Profit Sharing Plan · Sponsored by South O C Surgical Medical Group, Inc. · California · Healthcare & Social Assistance

$23M in assets, 52 participants

South O C Surgical Medical Group, Inc.'s South O C Surgical Medical Group, Inc. 401(k) Profit Sharing Plan reported $23M in total assets and 52 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • #13,056 in Healthcare & Social Assistance (16,916 peers)

South O C Surgical Medical Group, Inc. multi-year trail

South O C Surgical Medical Group, Inc.'s plans moved +35.1% in assets from 2022 to 2024; this filing shows South O C Surgical Medical Group, Inc. 401(k) Profit Sharing Plan at $23M / 52 participants.

#13,056
in Healthcare & Social Assistance (16,916 peers)
+13.3%
assets growth YoY

South O C Surgical Medical Group, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

South O C Surgical Medical Group, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$23,283,800 Top 27% higher than 73% 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

South O C Surgical Medical Group, Inc. 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. South O C Surgical Medical Group, Inc. 401(k) Profit Sharing Plan is a small filing (52 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • South O C Surgical Medical Group, Inc. 401(k) Profit Sharing Plan reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • South O C Surgical Medical Group, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $21M in the plan year 2023 filing to $23M in the plan year 2024 filing.
  • South O C Surgical Medical Group, Inc. 401(k) Profit Sharing Plan reported participants fell from 57 in the plan year 2023 filing to 52 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 952745028 · South O C Surgical Medical Group, Inc. PY 2024 · 401(k)

South O C Surgical Medical Group, Inc. 401(k) Profit Sharing Plan · $23M · 52 · 73rd

  • 5500 $23M
  • ASSETS 52
  • PCT 73rd
  • EIN 401(k)
  • RANK near Symphony Multiple Employer Plan
  • PHOTO ind #13056

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 →

South O C Surgical Medical Group, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Symphony Multiple Employer PlanSymphony Multiple Employer P…$23MJ.C. Newman Cigar Employees Savings PlanJ.C. Newman Cigar Employees …$23MSouth O C Surgical Medical Group, Inc. 401(k) Profit Sharing PlanSouth O C Surgical Medical G…$23MGulf Distributing Companies 401(k) PlanGulf Distributing Companies …$23MBobby Cox Companies, Inc. 401(k) Savings PlanBobby Cox Companies, Inc. 40…$23M
End-of-year total assets ($M) among South O C Surgical Medical Group, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

South O C Surgical Medical Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All South O C Surgical Medical Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 35.087623212527774% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $17.2M $23.3M ▲ +35.0%
Year Plans Participants Total Assets
2022 1 52 $17M
2023 1 57 $21M
2024 1 52 $23M

South O C Surgical Medical Group, Inc. filing trail (2024)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$23M
Net Income$3M
Employer EIN952745028
Plan Effective Date1983-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

South O C Surgical Medical Group, 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 ($B) Participants South O C Surgical Medical Group, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.0232838 · Participants: 52South O C Surgical Medical Group, 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
South O C Surgical Medical Group, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare South O C Surgical Medical Group, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

South O C Surgical Medical Group, 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 Symphony Multiple Employer Plan in IL ($23M); by covered participants it is Aceco Machine Works, Inc. 401(k) Plan in ID (52 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($23M here).

Similar participant headcount

Nearest other-state filings by covered participants (52 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 South O C Surgical Medical Group, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
South O C Surgical Medical Group, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 13.3% during 2024, from $21M to $23M. Reported net income was $3M.
How have South O C Surgical Medical Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), South O C Surgical Medical Group, Inc.'s sponsor-wide assets grew 35.1%, from $17M to $23M.
Which 401(k) plans are similar in size to South O C Surgical Medical Group, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Symphony Multiple Employer Plan in IL ($23M, 640 participants).
Which 401(k) plans cover a similar participant headcount to South O C Surgical Medical Group, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Aceco Machine Works, Inc. 401(k) Plan in ID (52 participants, $9M 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 952745028.

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.