Back to filter
Original filing (PDF)20251006192802NAL0003920913001
RAVEEN ARORA, M.D.
Form 5500-SF
FILING_RECEIVED
RAVEEN ARORA, M.D. PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
9
Accounts w/ balance
10
Plan assets (EOY)
$6.2M
Net assets (EOY)
$6.2M
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 RAVEEN ARORA, M.D..
Plan sponsor
Name
RAVEEN ARORA, M.D.
EIN
33-0083680
Address
1712 MEDICAL CENTER DRIVE · ANAHEIM, CA · 92801
Phone
(714) 491-7200
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-06
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
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
LONG ISLAND LAPAROSCOPIC SURGERY PLLC
LONG ISLAND LAPAROSCOPIC SURGERY PLLC DEFINED BENEFIT PLAN
$6.2M · 6 participants
CONSULTANTS IN OPHTHALMIC AND FACIAL PLASTIC SURGERY, P.C.
CONSULTANTS IN OPHTHALMIC AND FACIAL PLASTIC SURGERY, P.C. PROFIT SHARING PLAN
$6.2M · 59 participants
MERCURY SURGERY CENTER, LLC
MERCURY SURGERY CENTER, LLC RETIREMENT PLAN
$6.2M · 23 participants
M & M HEALTHCARE INC.
M & M HEALTHCARE INC. 401(K) PROFIT SHARING PLAN
$6.2M · 5 participants
GEORGE J. SO, A PROFESSIONAL CORPORATION
GEORGE J. SO, A PROFESSIONAL CORPORATION DEFINED BENEFIT PENSION PLAN
$6.2M · 14 participants
UNIVERSITY TRANSPLANT ASSOCIATES, P.C.
UNIVERSITY TRANSPLANT ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST AGREEMENT
$6.2M · 1 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