Back to filter
Original filing (PDF)20250801145501NAL0010212176001
THOMAS E. DIGGS, II, M.D.
Form 5500-SF
FILING_RECEIVED
THOMAS E. DIGGS, II, M.D. PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
20
Accounts w/ balance
34
Plan assets (EOY)
$5.7M
Net assets (EOY)
$5.7M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THOMAS E. DIGGS, II, M.D..
Plan sponsor
Name
THOMAS E. DIGGS, II, M.D.
EIN
20-1436020
Address
501 WASHINGTON STREET, SUITE 512 · SAN DIEGO, CA · 92103
Phone
(619) 435-1660
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-01
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Offices of Physicians plans
BINACA GAGLANI, P.A.
ALLERGIES & ASTHMA CLINIC CASH BALANCE PLAN
$5.7M · 4 participants
P. MACHHAR, M.D., P.A.
P. MACHHAR, M.D., P.A. PROFIT SHARING PLAN
$5.7M · 4 participants
REGINA ANDERSON, M.D.
REGINA ANDERSON KEOGH 401K PROFIT SHARING PLAN
$5.7M · 3 participants
AESTHETIC PLASTIC SURGERY PC
AESTHETIC PLASTIC SURGERY PC DEFINED BENEFIT PLAN
$5.7M · 28 participants
VALLEY CHILDREN'S CLINIC, P.L.L.C.
VALLEY CHILDREN'S CLINIC, P.L.L.C. 401(K) PROFIT SHARING PLAN AND TRUST
$5.7M · 21 participants
TEXAS CENTERS FOR INFECTIOUS DIS
TEXAS CENTERS FOR INFECTIOUS DISEASE ASSOCIATES 401(K) PLAN
$5.7M · 69 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
