401(k) · DOL Form 5500 · 2024
Peninsula Orthopedic Associates 401(k) Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 79
- Participants Small participant base
- 64th
- Percentile by assets National rank
- $190,187
- Avg per participant Above avg balance/head
Official DOL plan name: Peninsula Orthopedic Associates Profit Sharing 401(k) Plan · Sponsored by Peninsula Orthopedic Associates · California · Healthcare & Social Assistance
$15M in assets, 79 participants
Peninsula Orthopedic Associates's Peninsula Orthopedic Associates Profit Sharing 401(k) Plan reported $15M in total assets and 79 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.
- #11,745 in Healthcare & Social Assistance (16,916 peers)
Peninsula Orthopedic Associates multi-year trail
Peninsula Orthopedic Associates's plans moved -10.2% in assets from 2022 to 2024; this filing shows Peninsula Orthopedic Associates Profit Sharing 401(k) Plan at $15M / 79 participants.
- #11,745
- in Healthcare & Social Assistance (16,916 peers)
- +6.1%
- assets growth YoY
Peninsula Orthopedic Associates Profit Sharing 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Peninsula Orthopedic Associates Profit Sharing 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$15,024,808 Top 36% higher than 64% 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
Peninsula Orthopedic Associates Profit Sharing 401(k) 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. Peninsula Orthopedic Associates Profit Sharing 401(k) Plan is a small filing (79 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Peninsula Orthopedic Associates Profit Sharing 401(k) Plan reported net income rose from -$3M in the plan year 2023 filing to $867K in the plan year 2024 filing.
- Peninsula Orthopedic Associates Profit Sharing 401(k) Plan reported participants fell from 86 in the plan year 2023 filing to 79 in the plan year 2024 filing.
- Peninsula Orthopedic Associates Profit Sharing 401(k) Plan end-of-year assets rose from $14M in the plan year 2023 filing to $15M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 942231888 · Peninsula Orthopedic Associates PY 2024 · 401(k)
Peninsula Orthopedic Associates Profit Sharing 401(k) Plan · $15M · 79 · 64th
- EBSA $15M
- PART 79
- TYPE 64th
- NET 401(k)
- BOOK near Lester Retirement Builder Savings Plan
- VS-ST ind #11745
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 →
Peninsula Orthopedic Associates Profit Sharing 401(k) Plan in the asset neighbourhood
Peninsula Orthopedic Associates multi-year asset trail
Sponsor-wide plan assets over time
All Peninsula Orthopedic Associates plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 10.205152025068532% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 71 | $17M |
| 2023 | 1 | 86 | $14M |
| 2024 | 1 | 79 | $15M |
Peninsula Orthopedic Associates filing trail (2024)
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $867K |
| Employer EIN | 942231888 |
| Plan Effective Date | 1980-11-01 |
| Filing Status | FILING RECEIVED |
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
Peninsula Orthopedic Associates Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Lester Retirement Builder Savings Plan in MN ($15M); by covered participants it is Cvca 401(k)Plan in VA (79 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- Lester Retirement Builder Savings Plan (MN) $15M · 186
- Collier Services Retirement Savings Plan (NJ) $15M · 191
- Stoelzle Glass USA, Inc. 401(k) Plan (PA) $15M · 301
- Synacor, Inc 401(k) Profit Sharing Plan (NY) $15M · 84
Similar participant headcount
Nearest other-state filings by covered participants (79 participants); asset peers above are excluded.
- Cvca 401(k)Plan (VA) 79 · 0 off
- Empresas Ortiz Brunet, Inc. 1081.0.1(D) Plan (PR) 79 · 0 off
- Industrial Training Services, Inc., Safe Harbor 401(k) Plan (KY) 79 · 0 off
- Hamptons 2016 LLC 401(k) Plan (TX) 79 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.