401(k) · DOL Form 5500 · 2022
St. Jude Heritage Medical Group, a Medical Corporation 401(k) Plan
Data updated 2026-08-11
- $232M
- Total assets
- 338
- Participants
- 96th
- Percentile by assets
- $687,095
- Avg per participant
Official DOL plan name: St. Jude Heritage Medical Group 401(k) Profit Sharing Plan · Sponsored by St. Jude Heritage Medical Group, a Medical Corporation · California · Healthcare & Social Assistance
$232M in assets, 338 participants
St. Jude Heritage Medical Group, a Medical Corporation's St. Jude Heritage Medical Group 401(k) Profit Sharing Plan reported $232M in total assets and 338 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 139,126 plans)
- #19,371 in Healthcare & Social Assistance (20,060 peers)
Where St. Jude Heritage Medical Group 401(k) Profit Sharing Plan sits by assets
St. Jude Heritage Medical Group 401(k) Profit Sharing Plan sits in the top 5% of all filed plans by assets, $232M for 338 participants (~$687,095/participant), down 15.1% in 2022.
- $232M
- total plan assets (2022 EOY)
- 338
- covered participants
- 96th
- percentile by assets (of 139,126 plans)
- $687,095
- avg assets per participant
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.
St. Jude Heritage Medical Group 401(k) Profit Sharing Plan vs the 2022 asset distribution
By assets, St. Jude Heritage Medical Group 401(k) Profit Sharing Plan outranks 96% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 2.3x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $273M |
|---|---|
| Net Assets (End of Year) | $232M |
| Net Income | -$41M |
| Employer EIN | 330562468 |
| Plan Effective Date | 1994-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (St. Jude Heritage Medical Group, a Medical Corporation)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 338 | $232M |
| 2023 | 1 | 349 | $280M |
| 2024 | 1 | 355 | $333M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
St. Jude Heritage Medical Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to St. Jude Heritage Medical Group 401(k) Profit Sharing Plan by total assets, not by location.
- Riverside Health System 401(k) Savings Plan (VA) $232M · 7,032
- Jump Operations, LLC Employee 401(k) Plan (IL) $232M · 797
- Biotronik/Micro Systems Engineering 401(k) Plan (OR) $232M · 1,220
- The Smithgroup Retirement Accumulation Plan (MI) $232M · 1,210
Frequently Asked Questions
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How have St. Jude Heritage Medical Group, a Medical Corporation plan assets changed over time? ▼
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Next read for St. Jude Heritage Medical Group 401(k) P…
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Ways to act on St. Jude Heritage Medical Group 401(k) Profit Sharing Plan's numbers.
- By total assets, St. Jude Heritage Medical Group 401(k) Profit Sharing Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
- St. Jude Heritage Medical Group, a Medical Corporation's sponsor-wide assets have grown 43.3% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans