401(k) · DOL Form 5500 · 2022

High Desert Medical Corporation 401(k) Plan

Data updated 2026-08-25

$173M
Total assets Near avg plan size
4,010
Participants Above avg headcount
95th
Percentile by assets National rank
$43,184
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Heritage Medical Group Retirement Savings 401(k) Plan · Sponsored by High Desert Medical Corporation · California · Healthcare & Social Assistance

$173M in assets, 4,010 participants

High Desert Medical Corporation's Heritage Medical Group Retirement Savings 401(k) Plan reported $173M in total assets and 4,010 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • #19,211 in Healthcare & Social Assistance (20,060 peers)

Coverage in California

Heritage Medical Group Retirement Savings 401(k) Plan covers 4,010 participants in California, 6.4x the typical California plan (state average ~630 per filing). Assets: $173M.

#19,211
in Healthcare & Social Assistance (20,060 peers)
-14.2%
assets change YoY
1.7×
vs typical plan assets (national mean)

The plan reported a net loss of $29M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Heritage Medical Group Retirement Savings 401(k) Plan's outsized position by total assets

Heritage Medical Group Retirement Savings 401(k) Plan vs every filed plan by assets

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

$173,167,599 Top 5% higher than 95% 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 Group Retirement Savings 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heritage Medical Group Retirement Savings 401(k) Plan lands in the large band (4,010 participants).

DOL schedule card

Filing strip 953930862 · High Desert Medical Corporation PY 2022 · 401(k)

Heritage Medical Group Retirement Savings 401(k) Plan · $173M · 4,010 · 95th

  • PHOTO $173M
  • PHOTO 4,010
  • PHOTO 95th
  • PHOTO 401(k)
  • PHOTO near Inter American University of Pr Defined Contribution Retirement Plan
  • PHOTO ind #19211

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 California →

Heritage Medical Group Retirement Savings 401(k) Plan in the asset neighbourhood

Heritage Medical Group Retirement Savings 401(k) PlanHeritage Medical Group Retir…$173MInter American University of Pr Defined Contribution Retirement PlanInter American University of…$173MWellpower 401(k) Savings and Retirement PlanWellpower 401(k) Savings and…$173MFaxton - St. Luke's Healthcare 401(k) PlanFaxton - St. Luke's Healthca…$173MRoche Bros. 401(k) and Profit Sharing PlanRoche Bros. 401(k) and Profi…$173M
End-of-year total assets ($M) among Heritage Medical Group Retirement Savings 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$202M
Net Assets (End of Year)$173M
Net Income-$29M
Employer EIN953930862
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (High Desert Medical Corporation)

Sponsor-wide plan assets over time

All High Desert Medical Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$245M 41.28730167356539% vs 2022
2024 filing year
$150M$200M$250M$300M 202220232024 $173M $245M ▲ +41.3%
Year Plans Participants Total Assets
2022 1 4,010 $173M
2023 1 4,350 $209M
2024 1 4,214 $245M

Nearby 401(k) Plans in California

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

Heritage Medical Group Retirement Savings 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Heritage Medical Group Retirement Savings 401(k) Plan, Total assets ($B): 0.173167599 · Participants: 4010Heritage Medical Group Retirement Savings 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Heritage Medical Group Retirement Savings 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Heritage Medical Group Retirement Savings 401(k) Plan side-by-side with 3 peers →

Heritage Medical Group Retirement Savings 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Inter American University of Pr Defined Contribution Retirement Plan in PR ($173M); by covered participants it is Nidec Motor Corporation Employee Savings Investment Plan in MO (4,009 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4,010 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 Group Retirement Savings 401(k) Plan assets move in 2022? ▼
Heritage Medical Group Retirement Savings 401(k) Plan pulled back noticeably - down 14.2% during 2022, from $202M to $173M. Reported net income was -$29M.
How have High Desert Medical Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), High Desert Medical Corporation's sponsor-wide assets grew 41.3%, from $173M to $245M.
Where does Heritage Medical Group Retirement Savings 401(k) Plan rank by assets among Form 5500 filers? ▼
Heritage Medical Group Retirement Savings 401(k) Plan ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Heritage Medical Group Retirement Savings 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Inter American University of Pr Defined Contribution Retirement Plan in PR ($173M, 1,776 participants).
Which 401(k) plans cover a similar participant headcount to Heritage Medical Group Retirement Savings 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nidec Motor Corporation Employee Savings Investment Plan in MO (4,009 participants, $466M 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 953930862.

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.