401(k) · DOL Form 5500 · 2024
Surgical Associates of La Jolla Medical Group, Inc. 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 12
- Participants Small participant base
- 36th
- Percentile by assets National rank
- $280,043
- Avg per participant High balance/head
Official DOL plan name: Surgical Associates of La Jolla Medical Group Inc. Profit Sharing Plan · Sponsored by Surgical Associates of La Jolla Medical Group, Inc. · California · Healthcare & Social Assistance
$3M in assets, 12 participants
Surgical Associates of La Jolla Medical Group, Inc.'s Surgical Associates of La Jolla Medical Group Inc. Profit Sharing Plan reported $3M in total assets and 12 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.
- #6,145 in Healthcare & Social Assistance (16,916 peers)
Surgical Associates of La Jolla Medical Group, Inc. multi-year trail
Surgical Associates of La Jolla Medical Group, Inc.'s plans moved -50.6% in assets from 2022 to 2024; this filing shows Surgical Associates of La Jolla Medical Group Inc. Profit Sharing Plan at $3M / 12 participants.
- #6,145
- in Healthcare & Social Assistance (16,916 peers)
- +11.0%
- assets growth YoY
Surgical Associates of La Jolla Medical Group Inc. Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Surgical Associates of La Jolla Medical Group Inc. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,360,514 36th percentile higher than 36% 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
Surgical Associates of La Jolla Medical Group Inc. Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Surgical Associates of La Jolla Medical Group Inc. Profit Sharing Plan is a small filing (12 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Surgical Associates of La Jolla Medical Group Inc. Profit Sharing Plan reported net income rose from -$4M in the plan year 2023 filing to $332K in the plan year 2024 filing.
- Surgical Associates of La Jolla Medical Group Inc. Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Surgical Associates of La Jolla Medical Group Inc. Profit Sharing Plan reported participants rose from 11 in the plan year 2023 filing to 12 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 953696850 · Surgical Associates of La Jolla Medical Group, Inc. PY 2024 · 401(k)
Surgical Associates of La Jolla Medical Group Inc. Profit Sharing Plan · $3M · 12 · 36th
- PHOTO $3M
- IND 12
- EOY 36th
- 5500 401(k)
- ASSETS near Paul Borg Construction 401(k) Profit Sharing Plan
- PCT ind #6145
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 →
Surgical Associates of La Jolla Medical Group Inc. Profit Sharing Plan in the asset neighbourhood
Surgical Associates of La Jolla Medical Group, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Surgical Associates of La Jolla Medical Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 50.60113341298662% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 11 | $7M |
| 2023 | 4 | 60 | $21M |
| 2024 | 1 | 12 | $3M |
Surgical Associates of La Jolla Medical Group, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $332K |
| Employer EIN | 953696850 |
| Plan Effective Date | 1987-02-01 |
| Filing Status | FILING RECEIVED |
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
Surgical Associates of La Jolla Medical Group Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Paul Borg Construction 401(k) Profit Sharing Plan in IL ($3M); by covered participants it is Hoyt Hayes, Jr. Construction, Inc. Profit Sharing Plan in TN (12 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (12 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.