How big is Pacific Oaks Medical Group, Inc.'s plan?

Pacific Oaks Medical Group, Inc.'s plan reported $1.2M in assets and 16 participants for 2024.

Original filing (PDF)20251008184840NAL0003211603001

Pacific Oaks Medical Group, Inc.

Name: Pacific Oaks Medical Group, Inc. — Pacific Oaks, Form 5500 (2024)
Creator: Pacific Oaks Medical Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pacific Oaks 401(k) Plan

401(k) retirement plan · Pacific Oaks Medical Group, Inc.'s Pacific Oaks 401(k) Plan held $1.2M in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Pacific Oaks Medical Group, Inc.'s EIN is 95-3549759.

EIN 95-3549759

Plan number 001

Plan year 2024

ACK ID 20251008184840NAL0003211603001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Pacific Oaks Medical Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Pacific Oaks Medical Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

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

Helping the score