DOL Form 5500 · 2024 Plan Year

SHARP REES-STEALY MEDICAL GROUP, INC

SHARP REES-STEALY MEDICAL GROUP, INC. CASH BALANCE PENSION PLAN

Defined BenefitCA
$55.4M
Plan Assets
305
Participants
2024
Plan Year
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Plan Details

Plan Name
SHARP REES-STEALY MEDICAL GROUP, INC. CASH BALANCE PENSION PLAN
Sponsor
SHARP REES-STEALY MEDICAL GROUP, INC
Sponsor EIN
330106028
Plan Number
005
Location
SAN DIEGO, CA
Plan Type
Defined Benefit
Total Assets (Sch. H, EOY)
$55.4M
Participants
305
Filing Received
October 15, 2025
Plan Year
2024

About this Plan

SHARP REES-STEALY MEDICAL GROUP, INC. CASH BALANCE PENSION PLAN is a defined benefit retirement plan sponsored by SHARP REES-STEALY MEDICAL GROUP, INC, headquartered in SAN DIEGO, CA, holding approximately $55.4M in plan assets on behalf of 305 participants. As a defined benefit plan, its assets are managed by the sponsor's investment office, which typically allocates across public and private markets to meet long-dated liabilities. This data is sourced from the plan's DOL Form 5500 filing (Schedule H).