401(k)
2022 plan-year 401(k) DOL Form 5500

District Medical Group, Inc. Profit Sharing and 401(k) Plan & Trust

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by District Medical Group, Inc. · Arizona · Healthcare & Social Assistance

What the 2023 filing shows

District Medical Group, Inc. Profit Sharing and 401(k) Plan & Trust holds $236M for 788 participants — about $299,144 per participant, down 14.7% over the 2022 plan year.

$236M
total plan assets (2022 EOY)
788
covered participants
$299,144
avg assets per participant
-14.7%
assets change YoY

The plan reported a net loss of $41M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$236M
Participants
788
State
Industry
Healthcare & Social Assistance

What the Filing Says About District Medical Group, Inc. Profit Sharing and 401(k) Plan & Trust

District Medical Group, Inc. Profit Sharing and 401(k) Plan & Trust is a 401(k) retirement plan sponsored by District Medical Group, Inc., headquartered in Arizona. As of the 2022 Form 5500 filing, the plan reports $236M in total end-of-year assets and covers 788 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 208106540, and the plan has been effective since 1995-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $276M at the beginning of 2022 to $236M at year-end — a decline of 14.7%. Net assets (after liabilities) closed the year at $236M, with reported net income of $-40,577,172 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$276M
Total Assets (End of Year)$236M
Net Assets (End of Year)$236M
Net Income$-40,577,172
Plan Type401(k)
Employer EIN208106540
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (District Medical Group, Inc.)

Year Plans Participants Total Assets
2022 1 788 $236M
2023 1 767 $266M
2024 1 793 $300M

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Frequently Asked Questions

How much money is in the District Medical Group, Inc. Profit Sharing and 401(k) Plan & Trust?
As of the 2022 Form 5500 filing, District Medical Group, Inc. Profit Sharing and 401(k) Plan & Trust holds $236M in total assets with 788 participants. It is sponsored by District Medical Group, Inc..
What type of plan is District Medical Group, Inc. Profit Sharing and 401(k) Plan & Trust?
District Medical Group, Inc. Profit Sharing and 401(k) Plan & Trust is a 401(k) plan. It has been effective since 1995-01-01. The plan is filed with the U.S. Department of Labor under EIN 208106540.
Who sponsors the District Medical Group, Inc. Profit Sharing and 401(k) Plan & Trust?
District Medical Group, Inc. Profit Sharing and 401(k) Plan & Trust is sponsored by District Medical Group, Inc., located in Arizona. The sponsor's EIN is 208106540 and the plan operates in the Healthcare & Social Assistance industry.
How did District Medical Group, Inc. Profit Sharing and 401(k) Plan & Trust perform in 2022?
District Medical Group, Inc. Profit Sharing and 401(k) Plan & Trust declined by 14.7% during 2022, moving from $276M to $236M in total assets. Net income was $-40,577,172.
Where can I find official filings for District Medical Group, Inc. Profit Sharing and 401(k) Plan & Trust?
Official Form 5500 filings for District Medical Group, Inc. Profit Sharing and 401(k) Plan & Trust are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 208106540 or plan name at efast.dol.gov.
How does District Medical Group, Inc. Profit Sharing and 401(k) Plan & Trust compare to other plans?
You can compare District Medical Group, Inc. Profit Sharing and 401(k) Plan & Trust against other 401(k) plans on the plan type page, or view plans in Arizona on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 208106540.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

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