401(k) · DOL Form 5500 · 2024
Sansum Santa Barbara Medical Clinic, Inc. 401(k) Plan
Data updated 2026-08-25
- $236M
- Total assets Near avg plan size
- 243
- Participants Below avg headcount
- 95th
- Percentile by assets National rank
- $970,360
- Avg per participant High balance/head
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.
- #16,130 in Healthcare & Social Assistance (16,916 peers)
Coverage in California
Sansum Santa Barbara Medical Clinic, Inc. Profit Sharing Plan covers 243 participants in California, about 39% of the average California filer (state average ~630 per filing). Assets: $236M.
- #16,130
- in Healthcare & Social Assistance (16,916 peers)
- +15.1%
- assets growth YoY
- 2.4×
- vs typical plan assets (national mean)
Sansum Santa Barbara Medical Clinic, Inc. Profit Sharing Plan's outsized position by total assets
Sansum Santa Barbara Medical Clinic, Inc. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$235,797,512 Top 5% higher than 95% 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
Sansum Santa Barbara Medical Clinic, Inc. Profit Sharing 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. Sansum Santa Barbara Medical Clinic, Inc. Profit Sharing Plan sits mid-pack in the medium band (243 participants).
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.
DOL schedule card
Filing strip 952855614 · Sansum Santa Barbara Medical Clinic, Inc. PY 2024 · 401(k)
Sansum Santa Barbara Medical Clinic, Inc. Profit Sharing Plan · $236M · 243 · 95th
- PCT $236M
- EIN 243
- RANK 95th
- PHOTO 401(k)
- IND near Now Health Group, Inc. 401(k) Profit Sharing Plan and Trust
- EOY ind #16130
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 →
Sansum Santa Barbara Medical Clinic, Inc. Profit Sharing Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $205M |
|---|---|
| Net Assets (End of Year) | $236M |
| Net Income | $31M |
| Employer EIN | 952855614 |
| Plan Effective Date | 1973-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sansum Santa Barbara Medical Clinic, Inc.)
Sponsor-wide plan assets over time
All Sansum Santa Barbara Medical Clinic, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $236M 27.78242500783285% vs 2022
- 2024 filing year
| 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.
- 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
Sansum Santa Barbara Medical Clinic, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Now Health Group, Inc. 401(k) Profit Sharing Plan and Trust in IL ($236M); by covered participants it is Validatek Retirement Savings Plan in VA (243 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($236M here).
- Now Health Group, Inc. 401(k) Profit Sharing Plan and Trust (IL) $236M · 1,673
- Trinity Consultants, Inc. Capital Accumulation Plan and Trust (TX) $236M · 1,265
- Vornado Realty Trust 401(k) Plan (NJ) $236M · 580
- United Association Union Local No. 290 Plumber, Steamfitter and Shipfitter Industry 401(k) Plan (OR) $236M · 2,960
Similar participant headcount
Nearest other-state filings by covered participants (243 participants); asset peers above are excluded.
- Validatek Retirement Savings Plan (VA) 243 · 0 off
- Electronic Systems Inc. 401(k) Profit Sharing Plan (SD) 243 · 0 off
- Barry Isett & Associates Inc 401(k) Ps Plan (PA) 243 · 0 off
- Williams & Fudge, Inc. Retirement Savings Plan (SC) 243 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.