401(k) · DOL Form 5500 · 2024

Sansum Santa Barbara Medical Clinic, Inc. 401(k) Plan

Data updated 2026-08-06

$236M
Total assets
243
Participants
95th
Percentile by assets
$970,360
Avg per participant
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Official DOL plan name: Sansum Santa Barbara Medical Clinic, Inc. Profit Sharing Plan · Sponsored by Sansum Santa Barbara Medical Clinic, Inc. · California · Healthcare & Social Assistance

$236M in assets, 243 participants

Sansum Santa Barbara Medical Clinic, Inc.'s Sansum Santa Barbara Medical Clinic, Inc. Profit Sharing Plan reported $236M in total assets and 243 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.

  • 95th percentile by assets (of 116,472 plans)
  • #14,866 in Healthcare & Social Assistance (15,613 peers)

Coverage in California

Sansum Santa Barbara Medical Clinic, Inc. Profit Sharing Plan covers 243 participants in California, about 38% of the average California filer (state average ~637 per filing). Assets: $236M.

$236M
total plan assets (2024 EOY)
243
covered participants
95th
percentile by assets (of 116,472 plans)
$970,360
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sansum Santa Barbara Medical Clinic, Inc. Profit Sharing Plan reported net income rose from $20M in the plan year 2023 filing to $31M in the plan year 2024 filing.
  • Sansum Santa Barbara Medical Clinic, Inc. Profit Sharing Plan end-of-year assets rose from $205M in the plan year 2023 filing to $236M in the plan year 2024 filing.
  • Sansum Santa Barbara Medical Clinic, Inc. Profit Sharing Plan reported participants rose from 230 in the plan year 2023 filing to 243 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Participants vs California filers

In California, the average filing covers about 637 participants across 14,392 plans. Sansum Santa Barbara Medical Clinic, Inc. Profit Sharing Plan reports 243 participants - about 38% of that state average ($236M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$205M
Net Assets (End of Year)$236M
Net Income$31M
Employer EIN952855614
Plan Effective Date1973-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sansum Santa Barbara Medical Clinic, Inc.)

$160M$180M$200M$220M$240M$260M 202220232024 $185M $236M ▲ +27.8%
Total plan assets by year, all Sansum Santa Barbara Medical Clinic, Inc. plans on file
Year Plans Participants Total Assets
2022 1 237 $185M
2023 1 230 $205M
2024 1 243 $236M

Nearby 401(k) Plans in California

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

Sansum Santa Barbara Medical Clinic, Inc. Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants

Sansum Santa Barbara Medical Clinic, Inc. 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 Sansum Santa Barbara…Google LLC 401(k) Sa…Oracle Corporation 4…Intel 401(k) Savings…Apple 401(k) PlanCisco Systems,Inc. 4…
Sansum Santa Barbara Medical Clinic, Inc. Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Sansum Santa Barbara Medical Clinic, Inc. Profit Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did Sansum Santa Barbara Medical Clinic, Inc. Profit Sharing Plan assets move in 2024?
Sansum Santa Barbara Medical Clinic, Inc. Profit Sharing Plan grew sharply - up 15.1% during 2024, from $205M to $236M. Reported net income was $31M.
How have Sansum Santa Barbara Medical Clinic, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Sansum Santa Barbara Medical Clinic, Inc.'s sponsor-wide assets grew 27.8%, from $185M to $236M.
Where does Sansum Santa Barbara Medical Clinic, Inc. Profit Sharing Plan rank by assets among Form 5500 filers?
Sansum Santa Barbara Medical Clinic, Inc. Profit Sharing Plan ranks in the 95th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Sansum Santa Barbara Medical Clinic, Inc. Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Now Health Group, Inc. 401(k) Profit Sharing Plan and Trust in IL ($236M, 1,673 participants).

Next read for Sansum Santa Barbara Medical Clinic, Inc…

Filing takeaways

Ways to act on Sansum Santa Barbara Medical Clinic, Inc. Profit Sharing Plan's numbers.