My Plan Facts

Employers › California

Employer · plans filed under one EIN

MDRS Holdings, Inc.

San Diego, CA · Health care and social assistance

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

−$4.4Mnet assets across plans
1,015participant records795 active
$884Kemployer contributions, latest plan years$1,112 per active record
$38KSchedule C compensation to organisations$37.53 per participant record

2 retirement plans with 100 or more participants file Form 5500 under MDRS Holdings, Inc.'s employer identification number (San Diego, California). Their latest filings total 1,015 participant records and −$4.4M in net assets.

The largest is MDRS Holdings, Inc. 401(k) Profit Sharing Plan, a 401(k) plan with 592 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $884K and participant contributions $1.0M in the latest plan years; benefits paid were $528K. Schedule C compensation reported to service provider organisations totalled $38K.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
MDRS Holdings, Inc. 401(k) Profit Sharing Plan401(k) plan2024592$6.6M$11,123$239$38K
Spine & Sport Employee Stock Ownership Planemployee stock ownership plan2024423−$11.0M—$2,299$0
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2020: $3.1M2021: −$10.0M2022: −$10.1M2023: −$7.3M2024: −$4.4M$3.1M−$4.4M2019202020222024
Combined net assets
2019: 1512020: 1732021: 3312022: 6222023: 7362024: 1,0151511,0152019202020222024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
202421,015−$4.4M$885K$1.0M
20232736−$7.3M$900K$850K
20222622−$10.1M$862K$864K
20212331−$10.0M$837K$522K
20201173$3.1M$41K$369K
20191151$0$0$0

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Lagos Financial & Insurance ServiceInvestment advisory (participants); Investment advisory (plan)1$28,980
AscensusContract Administrator1$9,112

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Lagos Financial & Insurance Service$29K
Ascensus$9,112

Questions and answers

How many retirement plans does MDRS Holdings, Inc. have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: MDRS Holdings, Inc. 401(k) Profit Sharing Plan and Spine & Sport Employee Stock Ownership Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does MDRS Holdings, Inc. contribute to its plans?

$884,378 in employer contributions across these plans in their latest plan years, about $1,112 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Lagos Financial & Insurance Service and Ascensus. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.