401(k) · DOL Form 5500 · 2024

Sharp Rees-Stealy Medical Group, Inc. 401(k) Plan

Data updated 2026-07-24

$246M
Total assets: 859
Participants: 95th
Percentile by assets: $286,426
Avg per participant

Official DOL plan name: Sharp Rees-Stealy Medical Group, Inc. Retirement Savings Plan · Sponsored by Sharp Rees-Stealy Medical Group, Inc. · California · Healthcare & Social Assistance

$246M in assets, 859 participants

Sharp Rees-Stealy Medical Group, Inc.'s Sharp Rees-Stealy Medical Group, Inc. Retirement Savings Plan reported $246M in total assets and 859 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)

Where Sharp Rees-Stealy Medical Group, Inc. Retirement Savings Plan sits by assets

Sharp Rees-Stealy Medical Group, Inc. Retirement Savings Plan sits in the top 5% of all filed plans by assets, $246M for 859 participants (~$286,426/participant), up 14.7% in 2024.

$246M
total plan assets (2024 EOY): 859
covered participants: 95th
percentile by assets (of 116,472 plans): $286,426
avg assets per participant

Sharp Rees-Stealy Medical Group, Inc. Retirement Savings Plan reported net income rose from $8M in the plan year 2023 filing to $31M in the plan year 2024 filing.
Sharp Rees-Stealy Medical Group, Inc. Retirement Savings Plan reported participants rose from 337 in the plan year 2023 filing to 859 in the plan year 2024 filing.
Sharp Rees-Stealy Medical Group, Inc. Retirement Savings Plan end-of-year assets rose from $215M in the plan year 2023 filing to $246M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

California

Industry

Healthcare & Social Assistance

Sharp Rees-Stealy Medical Group, Inc. Retirement Savings Plan vs the 2024 asset distribution

By assets, Sharp Rees-Stealy Medical Group, Inc. Retirement Savings Plan outranks 95% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 2.5x the national average plan size of $100M (730 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$215M
Net Assets (End of Year)	$246M
Net Income	$31M
Employer EIN	330106028
Plan Effective Date	1989-04-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Sharp Rees-Stealy Medical Group, Inc.)

Total plan assets by year, all Sharp Rees-Stealy Medical Group, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	4	1,793	$467M
2023	4	1,567	$529M
2024	3	1,463	$609M

Nearby 401(k) Plans in California

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

Sharp Rees-Stealy Medical Group, Inc. Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants

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

Compare Sharp Rees-Stealy Medical Group, Inc. Re… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Sharp Rees-Stealy Medical Group, Inc. Retirement Savings Plan by total assets, not by location.

Retirement Savings Plan for Hourly Ees of Alcoa USA Corp (PA) $246M · 1,017
Culinary and Bartenders 401(k) Plan (NV) $246M · 120,458
Tropicana Products 401(k) Savings Plan (IL) $246M · 1,994
Enviri Retirement Savings and Investment Plan (PA) $246M · 1,975

Frequently Asked Questions

How did Sharp Rees-Stealy Medical Group, Inc. Retirement Savings Plan assets move in 2024? ▼

Sharp Rees-Stealy Medical Group, Inc. Retirement Savings Plan grew at a solid clip - up 14.7% during 2024, from $215M to $246M. Reported net income was $31M.

How have Sharp Rees-Stealy Medical Group, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Sharp Rees-Stealy Medical Group, Inc.'s sponsor-wide assets grew 30.4%, from $467M to $609M.

Where does Sharp Rees-Stealy Medical Group, Inc. Retirement Savings Plan rank by assets among Form 5500 filers? ▼

Sharp Rees-Stealy Medical Group, Inc. Retirement Savings 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 Sharp Rees-Stealy Medical Group, Inc. Retirement Savings Plan? ▼

Among 401(k) plans in other states, the closest by assets is Retirement Savings Plan for Hourly Ees of Alcoa USA Corp in PA ($246M, 1,017 participants).

Next read for Sharp Rees-Stealy Medical Group, Inc. Re…

Scale reading

Ways to act on Sharp Rees-Stealy Medical Group, Inc. Retirement Savings Plan's numbers.

By total assets, Sharp Rees-Stealy Medical Group, Inc. Retirement Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
Sharp Rees-Stealy Medical Group, Inc.'s sponsor-wide assets have grown 30.4% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans

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 330106028.

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.