How many benefit plans does Palo Alto Foundation Medical Group report on Form 5500?

Palo Alto Foundation Medical Group (EIN 51-0656809) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Palo Alto Foundation Medical Group?

The Employer Identification Number (EIN) reported for Palo Alto Foundation Medical Group is 51-0656809.

What is the latest Form 5500 filing year for Palo Alto Foundation Medical Group?

The latest loaded Form 5500 filing year for Palo Alto Foundation Medical Group is 2023.

Palo Alto Foundation Medical Group — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Palo Alto Foundation Medical Group (EIN 51-0656809) is a plan sponsor located in Los Altos, CA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 51-0656809
Location: Los Altos, CA
Loaded plans: 4
Latest filing year: 2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Palo Alto Foundation Medical Group

4 loaded plans hold $2.3B in reported assets.
The largest, Palo Alto Foundation Medical Group, Inc. 401(K) Plan, holds 87% of this company's reported plan assets.
Plans cover 5,155 reported participants.
3 of 4 plans report full financial statements.
4 report Schedule C provider compensation.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$2.3BSummed across loaded plans$2,263,537,418

Total reported assets$2.3B$2,263,737,104

Total reported participants5.2K5,155

Total reported liabilities$199.7K$199,686

Reported net position

Reported assets = net assets + liabilities (summed)$2.3B total assets

Net assets$2.3BLiabilities$199.7K

Contributions & income

Employer contributions$110.3M

Participant contributions$38.9M

Total income / additions$465.7M

Expenses & distributions

Benefits paid / distributions$98M

Total expenses$98.8M

Net increase / (decrease)$366.8M

Data coverage

Plans with financial statements3 / 4 (75%)

Plans with provider compensation4 / 4 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets87%Palo Alto Foundation Medical Group, Inc. 401(K) Plan

Participants per plan1,289Average across loaded plans

Loaded plans4

Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

1
Palo Alto Foundation Medical Group, Inc. 401(K) Plan$2B
Plan #001 · 2,287 participants · 2023
2
Pafmg Cash Balance Plan Ii$281.9M
Plan #007 · 1,030 participants · 2023
3
Palo Alto Foundation Medical Group, Inc. Retiree Health Plan$15.2M
Plan #504 · 202 participants · 2023
4
Palo Alto Foundation Medical Group, Inc. Health And Welfare Plannot reported in the loaded dataset
Plan #501 · 1,636 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Palo Alto Foundation Medical Group. Open one for its full reported snapshot.

2023
Palo Alto Foundation Medical Group, Inc. Health And Welfare Plan1,636 participants · 2Sch C
View filing →
2023
Pafmg Cash Balance Plan Ii1,030 participants · 2Sch HSch C
View filing →
2023
Palo Alto Foundation Medical Group, Inc. Retiree Health Plan202 participants · 2Sch HSch C
View filing →
2023
Palo Alto Foundation Medical Group, Inc. 401(K) Plan2,287 participants · 2Sch HSch C
View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Palo Alto Foundation Medical Group report on Form 5500?: Palo Alto Foundation Medical Group (EIN 51-0656809) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Palo Alto Foundation Medical Group?: The Employer Identification Number (EIN) reported for Palo Alto Foundation Medical Group is 51-0656809.
What is the latest Form 5500 filing year for Palo Alto Foundation Medical Group?: The latest loaded Form 5500 filing year for Palo Alto Foundation Medical Group is 2023.