401(k) · DOL Form 5500 · 2022

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

Data updated 2026-08-25

$111M
Total assets Near avg plan size
677
Participants Below avg headcount
93rd
Percentile by assets National rank
$164,310
Avg per participant Above avg balance/head
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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.

  • #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.

#18,906
in Healthcare & Social Assistance (20,060 peers)
-15.0%
assets change YoY
1.1×
vs typical plan assets (national mean)

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.

Heritage Medical Associates, P.C. 401(k) Profit Sharing Plan's outsized position 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 $2,050,000,000 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

Heritage Medical Associates, P.C. 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heritage Medical Associates, P.C. 401(k) Profit Sharing Plan sits mid-pack in the medium band (677 participants).

Plan-year Form 5500 strip

Filing strip 621483206 · Heritage Medical Associates, P.C. PY 2022 · 401(k)

Heritage Medical Associates, P.C. 401(k) Profit Sharing Plan · $111M · 677 · 93rd

  • TYPE $111M
  • TYPE 677
  • TYPE 93rd
  • TYPE 401(k)
  • TYPE near Elliott Davis 401(k) Retirement Plan
  • TYPE ind #18906

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Tennessee →

Heritage Medical Associates, P.C. 401(k) Profit Sharing Plan in the asset neighbourhood

United Wholesale Mortgage, LLC Profit Sharing Plan and TrustUnited Wholesale Mortgage, L…$111MRedstone Federal Credit Union Employees' Savings & Retirement Plan & TrustRedstone Federal Credit Unio…$111MElliott Davis 401(k) Retirement PlanElliott Davis 401(k) Retirem…$111MHeritage Medical Associates, P.C. 401(k) Profit Sharing PlanHeritage Medical Associates,…$111MBrookline Bancorp 401(k) Plan$111M
End-of-year total assets ($M) among Heritage Medical Associates, P.C. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

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.)

Sponsor-wide plan assets over time

All Heritage Medical Associates, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$155M 39.591936561497846% vs 2022
2024 filing year
$100M$120M$140M$160M 202220232024 $111M $155M ▲ +39.6%
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 ($B) Participants Heritage Medical Associates, P.C. 401(k) Profit Sharing Plan, Total assets ($B): 0.111237557 · Participants: 677Heritage Medical Associates, P.C. 401(k) Profit Sharing PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 21.031401128 · Participants: 220835Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 18.669830548 · Participants: 280576Hca 401(k) PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.178827147 · Participants: 11839International Paper Company Salaried Savings PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.035859621 · Participants: 5305Federal Express Corporation Pilots Retirement Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.015461486 · Participants: 62485Chs/Community Health Systems, Inc. Retirement Savings Plan
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) Profit Sharing Plan side-by-side with 3 peers →

Heritage Medical Associates, P.C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Elliott Davis 401(k) Retirement Plan in SC ($111M); by covered participants it is Lax, LLC 401(k) Plan in MA (677 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (677 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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).
Which 401(k) plans cover a similar participant headcount to Heritage Medical Associates, P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lax, LLC 401(k) Plan in MA (677 participants, $2M in assets).

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.