Sharp Rees-Stealy Medical Group, Inc.Money purchase plan
SHARP REES-STEALY MEDICAL GROUP, INC. MONEY PURCHASE PENSION PLAN · SAN DIEGO, CA · plan year 2024
Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works
Sharp Rees-Stealy Medical Group, Inc. reported $647,530 in plan administrative expenses for 2024: 0.23% of average plan assets, higher than ~90% of peers. Employer contributions averaged $47,227 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.
Across the 2 years on file its reported administrative ratio fell from 0.41% to 0.23%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 401st-largest of 9,483 plans among California employers on file, and the 480th of 11,911 in health care & social assistance. active participation has shrunk from 481 to 346 since 2022.
Sharp Rees-Stealy Medical Group, Inc.'s 2024 employer contribution ran above the $4,294 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.
Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
This plan has changed recordkeepers within these filings. If you left Sharp Rees-Stealy Medical Group, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 330106028 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.