401(k) · DOL Form 5500 · 2022

Heritage Medical Associates, P.C. 401(k) Plan

Data updated 2026-08-11

$111M
Total assets
677
Participants
93rd
Percentile by assets
$164,310
Avg per participant
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Official DOL plan name: Heritage Medical Associates, P.C. 401(k) Profit Sharing Plan · Sponsored by Heritage Medical Associates, P.C. · Tennessee · Healthcare & Social Assistance

$111M in assets, 677 participants

Heritage Medical Associates, P.C.'s Heritage Medical Associates, P.C. 401(k) Profit Sharing Plan reported $111M in total assets and 677 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • 93rd percentile by assets (of 139,126 plans)
  • #18,906 in Healthcare & Social Assistance (20,060 peers)

Where Heritage Medical Associates, P.C. 401(k) Profit Sharing Plan sits by assets

Heritage Medical Associates, P.C. 401(k) Profit Sharing Plan sits in the top 10% of all filed plans by assets, $111M for 677 participants (~$164,310/participant), down 15.0% in 2022.

$111M
total plan assets (2022 EOY)
677
covered participants
93rd
percentile by assets (of 139,126 plans)
$164,310
avg assets per participant

The plan reported a net loss of $20M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Heritage Medical Associates, P.C. 401(k) Profit Sharing Plan sits by total assets

Heritage Medical Associates, P.C. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$111,237,557 Top 7% higher than 93% of 139,123 filed plans

This plan $0 $2,010,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

State
Tennessee
Industry
Healthcare & Social Assistance

Heritage Medical Associates, P.C. 401(k) Profit Sharing Plan vs the 2022 asset distribution

By assets, Heritage Medical Associates, P.C. 401(k) Profit Sharing Plan outranks 93% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.1x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$131M
Net Assets (End of Year)$111M
Net Income-$20M
Employer EIN621483206
Plan Effective Date1982-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heritage Medical Associates, P.C.)

$100M$120M$140M$160M 202220232024 $111M $155M ▲ +39.6%
Total plan assets by year, all Heritage Medical Associates, P.C. plans on file
Year Plans Participants Total Assets
2022 1 677 $111M
2023 1 700 $134M
2024 1 761 $155M

Nearby 401(k) Plans in Tennessee

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Heritage Medical Associates, P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Heritage Medical Ass…, Total assets ($B): 0.111237557 · Participants: 677Heritage Medical Ass…Fedex Corporation Re…, Total assets ($B): 21.031401128 · Participants: 220835Fedex Corporation Re…Hca 401(k) Plan, Total assets ($B): 18.669830548 · Participants: 280576Hca 401(k) PlanInternational Paper …, Total assets ($B): 4.178827147 · Participants: 11839International Paper …Federal Express Corp…, Total assets ($B): 4.035859621 · Participants: 5305Federal Express Corp…Chs/Community Health…, Total assets ($B): 4.015461486 · Participants: 62485Chs/Community Health…
Heritage Medical Associates, P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Heritage Medical Associates, P.C. 401(k)… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Heritage Medical Associates, P.C. 401(k) Profit Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did Heritage Medical Associates, P.C. 401(k) Profit Sharing Plan assets move in 2022? ▼
Heritage Medical Associates, P.C. 401(k) Profit Sharing Plan declined sharply - down 15.0% during 2022, from $131M to $111M. Reported net income was -$20M.
How have Heritage Medical Associates, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heritage Medical Associates, P.C.'s sponsor-wide assets grew 39.6%, from $111M to $155M.
Where does Heritage Medical Associates, P.C. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Heritage Medical Associates, P.C. 401(k) Profit Sharing Plan ranks in the 93rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Heritage Medical Associates, P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Elliott Davis 401(k) Retirement Plan in SC ($111M, 660 participants).

Next read for Heritage Medical Associates, P.C. 401(k)…

Scale reading

Ways to act on Heritage Medical Associates, P.C. 401(k) Profit Sharing Plan's numbers.

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 621483206.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.