401(k) · DOL Form 5500 · 2024

Santa Cruz Medical Group, Inc. 401(k) Plan

Data updated 2026-08-25

$54M
Total assets Below avg plan size
124
Participants Small participant base
85th
Percentile by assets National rank
$434,845
Avg per participant High balance/head
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Official DOL plan name: Santa Cruz Medical Group, Inc. 401(k) Plan · Sponsored by Santa Cruz Medical Group, Inc. · California · Healthcare & Social Assistance

$54M in assets, 124 participants

Santa Cruz Medical Group, Inc.'s Santa Cruz Medical Group, Inc. 401(k) Plan reported $54M in total assets and 124 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • #14,749 in Healthcare & Social Assistance (16,916 peers)

Coverage in California

Santa Cruz Medical Group, Inc. 401(k) Plan covers 124 participants in California, about 20% of the average California filer (state average ~630 per filing). Assets: $54M.

#14,749
in Healthcare & Social Assistance (16,916 peers)
+22.2%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Santa Cruz Medical Group, Inc. 401(k) Plan's outsized position by total assets

Santa Cruz Medical Group, Inc. 401(k) Plan vs every filed plan by assets

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

$53,920,822 Top 15% higher than 85% 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

Santa Cruz Medical Group, Inc. 401(k) 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. Santa Cruz Medical Group, Inc. 401(k) Plan sits mid-pack in the medium band (124 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Santa Cruz Medical Group, Inc. 401(k) Plan end-of-year assets rose from $44M in the plan year 2023 filing to $54M in the plan year 2024 filing.
  • Santa Cruz Medical Group, Inc. 401(k) Plan reported net income rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Santa Cruz Medical Group, Inc. 401(k) Plan reported participants fell from 131 in the plan year 2023 filing to 124 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 300831235 · Santa Cruz Medical Group, Inc. PY 2024 · 401(k)

Santa Cruz Medical Group, Inc. 401(k) Plan · $54M · 124 · 85th

  • IND $54M
  • IND 124
  • IND 85th
  • IND 401(k)
  • IND near Mintel Group Ltd. Employees' 401(k) Retirement Plan
  • IND ind #14749

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 →

Santa Cruz Medical Group, Inc. 401(k) Plan in the asset neighbourhood

Mintel Group Ltd. Employees' 401(k) Retirement PlanMintel Group Ltd. Employees'…$54MSanta Cruz Medical Group, Inc. 401(k) PlanSanta Cruz Medical Group, In…$54MThe Ruskin Moscou Faltischek, P.C. 401(k) Retirement PlanThe Ruskin Moscou Faltischek…$54MMea, Messa, Mea Financial Services Employee Deferred Compensation PlanMea, Messa, Mea Financial Se…$54MThe Houstonian 401(k) Plan$54M
End-of-year total assets ($M) among Santa Cruz Medical Group, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$54M
Net Income$10M
Employer EIN300831235
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Santa Cruz Medical Group, Inc.)

Sponsor-wide plan assets over time

All Santa Cruz Medical Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$54M 53.72232566359379% vs 2022
2024 filing year
$30M$40M$50M$60M 202220232024 $35.1M $53.9M ▲ +53.7%
Year Plans Participants Total Assets
2022 1 114 $35M
2023 1 131 $44M
2024 1 124 $54M

Nearby 401(k) Plans in California

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

Santa Cruz Medical Group, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Santa Cruz Medical Group, Inc. 401(k) Plan, Total assets ($B): 0.053920822 · Participants: 124Santa Cruz Medical Group, Inc. 401(k) 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
Santa Cruz Medical Group, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Santa Cruz Medical Group, Inc. 401(k) Plan side-by-side with 3 peers →

Santa Cruz Medical Group, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Mintel Group Ltd. Employees' 401(k) Retirement Plan in IL ($54M); by covered participants it is General Aviation Flying Services, Inc. 401(k) Plan in NJ (124 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (124 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 Santa Cruz Medical Group, Inc. 401(k) Plan assets move in 2024? ▼
Santa Cruz Medical Group, Inc. 401(k) Plan grew sharply - up 22.2% during 2024, from $44M to $54M. Reported net income was $10M.
How have Santa Cruz Medical Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Santa Cruz Medical Group, Inc.'s sponsor-wide assets grew 53.7%, from $35M to $54M.
Where does Santa Cruz Medical Group, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Santa Cruz Medical Group, Inc. 401(k) Plan ranks in the 85th 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 Santa Cruz Medical Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mintel Group Ltd. Employees' 401(k) Retirement Plan in IL ($54M, 362 participants).
Which 401(k) plans cover a similar participant headcount to Santa Cruz Medical Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is General Aviation Flying Services, Inc. 401(k) Plan in NJ (124 participants, N/A 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 300831235.

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.