# Sharp Rees-Stealy Medical Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/sharp-rees-stealy-medical-group-inc-plan-002

> Sharp Rees-Stealy Medical Group, INC.'s 401(k) plan: 848 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- Plan Sponsor: Sharp Rees-Stealy Medical Group, INC. (EIN 330106028)

- Plan Type: 401(k)

- Total Participants: 848

- Total Assets: $246.0M

- Sponsor State: CA

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|848|$246.0M|$6.3M|$7.1M|

| 2023|659|$214.5M|$5.8M|$0|

| 2022|481|$90.1M|$5.5M|$0|

## Service Providers

- **LAVINE, LOFGREN, MORRIS & ENGELBERG** — Accountant / Independent Qualified Public Accountant

## Similar Plans

- [Arch Health Partners](https://planprovider.pro/companies/arch-health-partners-401k-plan) — 984 participants

- [Asian Health Services](https://planprovider.pro/companies/asian-health-services-403b-plan) — 984 participants

- [Toi Management, LLC](https://planprovider.pro/companies/toi-management-llc-plan-001) — 854 participants

- [Palo Alto Foundation Medical Group, INC.](https://planprovider.pro/companies/palo-alto-foundation-medical-group-inc-plan-007) — 1,013 participants

- [Southern Ca Orthopedic Inst](https://planprovider.pro/companies/southern-ca-orthopedic-inst-401k-plan) — 828 participants

- [Unio Health Partners, LLC](https://planprovider.pro/companies/unio-health-partners-llc-plan-001) — 825 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/sharp-rees-stealy-medical-group-inc-plan-002)

© 2026 PlanProvider.Pro