Sharp Rees-stealy Medical Group, Inc. 401(k) Plan: Login, Facts & Contact Information

Sharp Rees-stealy Medical Group, Inc. 401(k) Plan Facts

Plan name
SHARP REES-STEALY MEDICAL GROUP, INC. RETIREMENT SAVINGS PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
SHARP REES-STEALY MEDICAL GROUP, INC.
Participants
921 (848 active employees)
Former employees with a balance
62
Plan assets
$246,040,075 at Dec 31, 2024
Average account balance
$322,042 across 764 accounts
Employer contributions
$6,283,859 in plan year 2024 (44% of all contributions)
Recordkeeper
Nwps
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Apr 1, 1989
✓ Employer contributions— Automatic enrollment— Default investment for undecided participants✓ Participants choose their own investments✓ Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 15, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $14.4 million went into the plan in contributions, $6.28 million of it from the employer (44%).
  • $20.7 million was paid out to participants.
  • Investment and other income added $38.2 million.
  • Administrative expenses were $457,145, about $598 per account.

How the Sharp Rees-stealy Medical Group, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019447$81.6 million$4.38 million$4.94 million
2020473$91.5 million$4.52 million$7.50 million
2021494$108.7 million$4.98 million$3.02 million
2022504$90.1 million$5.47 million$5.61 million
2023371$214.5 million$5.83 million$15.2 million
2024921$246.0 million$6.28 million$20.7 million

Sharp Rees-stealy Medical Group, Inc. 401(k) Contact Information

Phone
858-262-6666
Mailing address
5651 COPLEY DR, SUITE A, SAN DIEGO CA 92111
Plan sponsor
SHARP REES-STEALY MEDICAL GROUP, INC.
Plan administrator
PLAN COMMITTEE
Employer identification number (EIN)
33-0106028
Plan number
002

Questions about the Sharp Rees-stealy Medical Group, Inc. 401(k)

Does Sharp Rees-stealy Medical Group, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $6.28 million, 44% of all contributions.

Does the Sharp Rees-stealy Medical Group, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Sharp Rees-stealy Medical Group, Inc 401(k) plan?

921 participants at the start of plan year 2024, 848 of them active employees, and 62 former employees who still had money in the plan.

What is the average 401(k) balance at Sharp Rees-stealy Medical Group, Inc?

About $322,042 per account: $246.0 million in plan assets across 764 accounts with a balance at the end of plan year 2024.

Who manages the Sharp Rees-stealy Medical Group, Inc 401(k) accounts?

NWPS is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Sharp Rees-stealy Medical Group, Inc. How do I access my 401(k)?

Your account stays with NWPS after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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