This company

Healthcare services / Outpatient specialty clinics· Pismo Beach, CA
NAICS 621493
As of · 2 sources, 15 observations, 0 events; scored 3 days ago

The company's name

Every relationship, signal and contact on this record, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

What matters now

  1. $0.5M to $1.8M
    probable EBITDA

    Probable EBITDA $0.5M to $1.8M on revenue of $4.6M to $8.4M, estimated from 42 employees.

    Inside the $1M to $15M EBITDA range most independent sponsors state they buy.

    InferenceDFX estimate from headcount on Form 5500, 55% confidence
  2. 59
    dealability of 100

    Why it fits: operating tenure +20, 21 years since earliest plan effective date (floor on age); sector demand +10.6, healthcare services: sponsor demand index 0.70 (anonymised market prior); workforce stability +4, $80,890 retirement assets per participant suggests a long-tenured workforce.

    The largest contributions to its dealability score, each with the fact it rests on.

    DerivedDFX score, 23 Sep 2026
  3. 76
    data confidence of 100

    How sure the record is: 2 independent sources; latest effective observation 12 Sep 2026; size estimate at 55% confidence.

    How much of this page rests on independent sources rather than on our estimates.

    Measuredcount of sources and dates on the record
Dealability
59
elevated
Sponsor fit
72
high
Transition readiness
10
low
Data confidence
76
high
Opportunity
22
ranking only
What is it

Healthcare services (Outpatient specialty clinics) employer in Pismo Beach, CA, with 60 benefit plan participants on its latest filing, and a benefit plan in place since 2006. No website description has been captured yet.

Why does it fit
  • +24.5
    Estimate
  • +20
    Fact
  • +4
    Inference
  • +10.6
    Inference
Why now

No dated ownership-transition signal has been observed for this company. The transition score below rests on tenure and market pull only, which is not evidence of a sale. Do not read it as one.

  • +10
    Inference
What its own filings say

No filing signal has been computed for this company yet.

How large is it
Probable revenue
$4.6M to $8.4M Estimate
Probable EBITDA
$462,000 to $1.8M Estimate
Workforce proxy
60 plan participants
Estimate computed on
42 employees, the headcount the size estimate used
Method
employees x sector revenue/employee band x sector EBITDA margin band
Confidence
55%
How certain are we
  • +30
    Fact2 independent sources
  • +29.6
    Factlatest effective observation 2026-09-12
  • +16.5
    Estimate
What changed

No dated events on file.

Decision makers

No named leader on the record yet: the company's site did not list one where we read it.

Profile
Founded
benefit plan since Jan 1, 2006 (age floor 20 years)
Ownership
not observed
Plans on file
1
What is the evidence
FactValueClassEffectiveSourceEvidence
Active participants42Fact2024-01-01DOL EFAST2 Form 5500 datasets
Ebitda band$1.2MEstimate2026-09-12DFX model output (scores, estimates, matches)
no URL
Ebitda band$1.2MEstimate2026-09-11DFX model output (scores, estimates, matches)
no URL
Hq locationPismo Beach, CAFact2024-01-01DOL EFAST2 Form 5500 datasets
Naics code621493Fact2024-01-01DOL EFAST2 Form 5500 datasets
Plan assets eoy usd$3.4MFact2025-01-01DOL EFAST2 Form 5500 datasets
Plan assets eoy usd$2.6MFact2024-01-01DOL EFAST2 Form 5500 datasets
Plan assets eoy usd$2.2MFact2023-01-01DOL EFAST2 Form 5500 datasets
Plan count1Fact2024-01-01DOL EFAST2 Form 5500 datasets
Plan effective date earliest2006-01-01Fact2024-01-01DOL EFAST2 Form 5500 datasets
Plan participants60Fact2025-01-01DOL EFAST2 Form 5500 datasets
Plan participants58Fact2024-01-01DOL EFAST2 Form 5500 datasets
Plan participants56Fact2023-01-01DOL EFAST2 Form 5500 datasets
SubsectorOutpatient specialty clinicsFact2024-01-01DOL EFAST2 Form 5500 datasets
VerticalHealthcare servicesFact2024-01-01DOL EFAST2 Form 5500 datasets