Benchmarking Head & Neck Associates of Orange County 401(K) Plan in Mission Viejo, CA against all plans
Head & Neck Associates of Orange County 401(K) Plan in Mission Viejo, CA has the 5th-highest diversity of asset types (26.6%) among the 77 plans that have 50 to 99 total participants. That 26.6% compares to an average of 13.0% across those 77 plans.
Head & Neck Associates of Orange County 401(K) Plan has these standings among those 77 peer plans related to asset types (values of zero are not shown):
Head & Neck Associates of Orange County 401(K) Plan has these standings among those 77 peer plans related to asset types (values of zero are not shown):
- diversity of asset types = 26.6% (5th-highest)
- receivables - employer contributions = $563,835 (3rd-most)
- participant loans = $4,044 (18th-least)
- value of interest in pooled separate accounts = $4,149,014 (5th-highest)
- value of funds held in insurance company general account (unallocated contracts) = $97,630 (19th-highest)
- other general investments = $7,697,471 (2nd-most)
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Peers
beat out by Spokane Ear, Nose & Throat Clinic P.S. 401(K) Profit Sharing Plan in Spokane, WA (35.4%), Nephrology Associates of Centr 401(K) Profit Sharing Plan & Trust in Longwood, FL (31.7%), Lew A. Cummings Co., Inc. 401(K) Profit Sharing Plan and Trust in Hooksett, NH (31.5%), and NBM Corporation 401(K)/ESOP Plan in McAlester, OK (28.8%).
beat 401(K) Plan of Banfi Products Corporation in Melville, NY (26.3%), Pension Savings Plan for Employees of Telescope Casual Furniture, Inc. in Granville, NY (25.2%), Riverview Investment Holdings LLC Plan in Stamford, CT (24.3%), and Bayshore Global Management LLC 401(K) Profit Sharing Plan & Trust in Palo Alto, CA (23.9%), and 68 others, ending with Baker Companies 401(K) Plan in New Canaan, CT (0.1%).
beat 401(K) Plan of Banfi Products Corporation in Melville, NY (26.3%), Pension Savings Plan for Employees of Telescope Casual Furniture, Inc. in Granville, NY (25.2%), Riverview Investment Holdings LLC Plan in Stamford, CT (24.3%), and Bayshore Global Management LLC 401(K) Profit Sharing Plan & Trust in Palo Alto, CA (23.9%), and 68 others, ending with Baker Companies 401(K) Plan in New Canaan, CT (0.1%).
References
- diversity of asset types. Higher values are better. The diversity of asset types is calculated by taking the mathematical entropy of the 24 dollar values for the 24 asset types, after excluding negative asset values, then dividing by 4.584962 (which is the maximum possible entropy of 24 numeric quantities), and multiplying by 100 to obtain a percentage whose potential range is 0% to 100%. Mathematical entropy is a way to measure the balance among a group of numeric values; maximum entropy is when all the values are equal and nonzero. Except where noted, all data come from the 25-September-2025 updates to the year-2023 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
- total participants bracket. We partitioned total participants into eight brackets: 0-9, 10-24, 25-49, 50-99, 100-499, 500-999, 1000-4999, 5000-24999, and 25000 or more. Except where noted, all data come from the 25-September-2025 updates to the year-2023 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.