How big is San Jose Clinic's plan?

San Jose Clinic's plan reported $1.6M in assets and 57 participants for 2025.

Original filing (PDF)20260514080651NAL0007272739001

San Jose Clinic

Name: San Jose Clinic — San Jose Clinic 401(k) Plan, Form 5500 (2025)
Creator: San Jose Clinic
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

San Jose Clinic 401(k) Plan

401(k) retirement plan · San Jose Clinic's San Jose Clinic 401(k) Plan held $1.6M in plan assets for 57 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

ANDY RIOS signed San Jose Clinic's 2025 Form 5500 as plan administrator.

ANDY RIOS — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

San Jose Clinic's EIN is 76-0373703.

EIN 76-0373703

Plan number 003

Plan year 2025

ACK ID 20260514080651NAL0007272739001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for San Jose Clinic from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

San Jose Clinic's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SAN JOSE CLINIC.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off