401(k) · DOL Form 5500 · 2024
Sharp Rees-Stealy Medical Group, Inc. 401(k) Plan
Data updated 2026-08-25
- $246M
- Total assets Near avg plan size
- 859
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $286,426
- Avg per participant High balance/head
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.
- #16,163 in Healthcare & Social Assistance (16,916 peers)
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.
- #16,163
- in Healthcare & Social Assistance (16,916 peers)
- +14.7%
- assets growth YoY
- 2.5×
- vs typical plan assets (national mean)
Sharp Rees-Stealy Medical Group, Inc. Retirement Savings Plan's outsized position by total assets
Sharp Rees-Stealy Medical Group, Inc. Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$246,040,075 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
Sharp Rees-Stealy Medical Group, Inc. Retirement Savings 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. Sharp Rees-Stealy Medical Group, Inc. Retirement Savings Plan sits mid-pack in the medium band (859 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 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.
EBSA filing schedule strip
Filing strip 330106028 · Sharp Rees-Stealy Medical Group, Inc. PY 2024 · 401(k)
Sharp Rees-Stealy Medical Group, Inc. Retirement Savings Plan · $246M · 859 · 95th
- EIN $246M
- RANK 859
- PHOTO 95th
- IND 401(k)
- EOY near Retirement Savings Plan for Hourly Ees of Alcoa USA Corp
- 5500 ind #16163
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 →
Sharp Rees-Stealy Medical Group, Inc. Retirement Savings Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Sharp Rees-Stealy Medical Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $609M 30.423742946811572% vs 2022
- 2024 filing year
| 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.
- 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
Sharp Rees-Stealy Medical Group, Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Retirement Savings Plan for Hourly Ees of Alcoa USA Corp in PA ($246M); by covered participants it is 401(k) Profit Sharing Plan for Employees of Mcbride Orthopedic Hospital in OK (859 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($246M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (859 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.