Back to filter
Original filing (PDF)20250909181840NAL0013024579001
GREGORY WM BENSCH MD INC
Form 5500-SF
FILING_RECEIVED
GREGORY WM BENSCH MD INC 401K PLAN
401(k) retirement plan
Active participants
2
Accounts w/ balance
3
Plan assets (EOY)
$3.1M
Net assets (EOY)
$3.1M
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 GREGORY WM BENSCH MD INC.
Plan sponsor
Name
GREGORY WM BENSCH MD INC
EIN
68-0431901
Address
4628 GEORGETOWN PLACE · STOCKTON, CA · 952070100
Phone
(209) 951-5353
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
2025-09-09
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
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
NEUROLOGY CONSULTANTS OF HOUSTON, P
NEUROLOGY CONSULTANTS OF HOUSTON, P.A. 401(K) PLAN
$3.1M · 7 participants
LAKESIDE DERMATOLOGY LLC
LAKESIDE DERMATOLOGY LLC CASH BALANCE PLAN
$3.1M · 17 participants
JASON E. LEEDY, M.D., LLC
JASON E. LEEDY. M. D. , LLC 401(K) PLAN AND TRUST
$3.1M · 13 participants
EASTSIDE OB/GYN, PLLC
EASTSIDE OB/GYN, PLLC PROFIT SHARING PLAN AND TRUST
$3.1M · 19 participants
NEPHROLOGY & HYPERTENSION SPECIALISTS
NEPHROLOGY & HYPERTENSION SPECIALISTS 401(K)
$3.1M · 19 participants
DIEGO H. CALONJE, M.D., P.C.
DIEGO H. CALONJE, M.D., P.C. CASH BALANCE PLAN
$3.1M · 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