401(k) · DOL Form 5500 · 2024

Prima Medical Foundation 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
378
Participants Below avg headcount
59th
Percentile by assets National rank
$31,041
Avg per participant Low balance/head
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Official DOL plan name: Prima Medical Foundation 401(k) Profit Sharing Plan and Trust · Sponsored by Prima Medical Foundation · California · Finance & Insurance

$12M in assets, 378 participants

Prima Medical Foundation's Prima Medical Foundation 401(k) Profit Sharing Plan and Trust reported $12M in total assets and 378 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.

  • #3,690 in Finance & Insurance (8,549 peers)

Prima Medical Foundation multi-year trail

Prima Medical Foundation's plans moved +67.7% in assets from 2022 to 2024; this filing shows Prima Medical Foundation 401(k) Profit Sharing Plan and Trust at $12M / 378 participants.

#3,690
in Finance & Insurance (8,549 peers)
+33.8%
assets growth YoY

Prima Medical Foundation 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers

Prima Medical Foundation 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$11,733,625 Top 41% higher than 59% 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

Prima Medical Foundation 401(k) Profit Sharing Plan and Trust 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. Prima Medical Foundation 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (378 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Prima Medical Foundation 401(k) Profit Sharing Plan and Trust reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Prima Medical Foundation 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $9M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Prima Medical Foundation 401(k) Profit Sharing Plan and Trust reported participants fell from 407 in the plan year 2023 filing to 378 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 271376321 · Prima Medical Foundation PY 2024 · 401(k)

Prima Medical Foundation 401(k) Profit Sharing Plan and Trust · $12M · 378 · 59th

  • RANK $12M
  • PHOTO 378
  • IND 59th
  • EOY 401(k)
  • 5500 near Bloomington Pediatrics, Ltd. Employees' Profit-Sharing Plan
  • ASSETS ind #3690

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 Finance & Insurance retirement plans → · Plans in California →

Prima Medical Foundation 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Prima Medical Foundation 401(k) Profit Sharing Plan and TrustPrima Medical Foundation 401…$12MBloomington Pediatrics, Ltd. Employees' Profit-Sharing PlanBloomington Pediatrics, Ltd.…$12MGis National, LLC 401(k) Plan and TrustGis National, LLC 401(k) Pla…$12MSpurlock Runyan Miller & Associates LLP 401-(K) Profit Sharing PlanSpurlock Runyan Miller & Ass…$12MTrane Technologies Employee Savings Plan for Bargained EmployeesTrane Technologies Employee …$12M
End-of-year total assets ($M) among Prima Medical Foundation 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Prima Medical Foundation multi-year asset trail

Sponsor-wide plan assets over time

All Prima Medical Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$12M 67.69323819074737% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $7M $11.7M ▲ +67.6%
Year Plans Participants Total Assets
2022 1 393 $7M
2023 1 407 $9M
2024 1 378 $12M

Prima Medical Foundation filing trail (2024)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$12M
Net Income$3M
Employer EIN271376321
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Prima Medical Foundation 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Prima Medical Foundation 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.011733625 · Participants: 378Prima Medical Foundation 401(k) Profit Sharing Plan and TrustGoogle 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
Prima Medical Foundation 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Prima Medical Foundation 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Prima Medical Foundation 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Bloomington Pediatrics, Ltd. Employees' Profit-Sharing Plan in IL ($12M); by covered participants it is Prisma Graphic Corporation Retirement Savings Plan in AZ (378 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (378 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 Prima Medical Foundation 401(k) Profit Sharing Plan and Trust assets move in 2024? ▼
Prima Medical Foundation 401(k) Profit Sharing Plan and Trust surged - up 33.8% during 2024, from $9M to $12M. Reported net income was $3M.
How have Prima Medical Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Prima Medical Foundation's sponsor-wide assets grew 67.7%, from $7M to $12M.
Which 401(k) plans are similar in size to Prima Medical Foundation 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Bloomington Pediatrics, Ltd. Employees' Profit-Sharing Plan in IL ($12M, 46 participants).
Which 401(k) plans cover a similar participant headcount to Prima Medical Foundation 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Prisma Graphic Corporation Retirement Savings Plan in AZ (378 participants, $18M 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 271376321.

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.