401(k) · DOL Form 5500 · 2023
Heritage Medical Associates, P.C. 401(k) Plan
Data updated 2026-08-25
- $134M
- Total assets Near avg plan size
- 700
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $190,947
- Avg per participant Above avg balance/head
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
$134M in assets, 700 participants
Heritage Medical Associates, P.C.'s Heritage Medical Associates, P.C. 401(k) Profit Sharing Plan reported $134M in total assets and 700 participants in its 2023 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.
- #16,603 in Healthcare & Social Assistance (17,684 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, $134M for 700 participants (~$190,947/participant), up 20.2% in 2023.
- #16,603
- in Healthcare & Social Assistance (17,684 peers)
- +20.2%
- assets growth YoY
- 1.3×
- vs typical plan assets (national mean)
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 2023 · DOL Form 5500
$133,662,834 Top 7% higher than 93% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Heritage Medical Associates, P.C. 401(k) Profit Sharing Plan among mid-size filed plans by headcount
Plan-year 2023 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 (700 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Heritage Medical Associates, P.C. 401(k) Profit Sharing Plan reported net income rose from -$20M in the plan year 2022 filing to $22M in the plan year 2023 filing.
- Heritage Medical Associates, P.C. 401(k) Profit Sharing Plan end-of-year assets rose from $111M in the plan year 2022 filing to $134M in the plan year 2023 filing.
- Heritage Medical Associates, P.C. 401(k) Profit Sharing Plan reported participants rose from 677 in the plan year 2022 filing to 700 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 621483206 · Heritage Medical Associates, P.C. PY 2023 · 401(k)
Heritage Medical Associates, P.C. 401(k) Profit Sharing Plan · $134M · 700 · 93rd
- IND $134M
- EOY 700
- 5500 93rd
- ASSETS 401(k)
- PCT near Members 1st Federal Credit Union 401(k) Savings Plan
- EIN ind #16603
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
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $111M |
|---|---|
| Net Assets (End of Year) | $134M |
| Net Income | $22M |
| Employer EIN | 621483206 |
| Plan Effective Date | 1982-02-01 |
| Filing Status | FILING 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
| 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.
- Fedex Corporation Retirement Savings Plan $23.9B · 127,010
- Hca 401(k) Plan $21.5B · 291,649
- Federal Express Corporation Pilots Retirement Savings Plan $4.7B · 5,728
- International Paper Company Salaried Savings Plan $4.6B · 12,153
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.5B · 62,487
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 Members 1st Federal Credit Union 401(k) Savings Plan in PA ($134M); by covered participants it is Odyssey Systems Consulting Group Ltd 401(k) Plan in MA (700 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($134M here).
- Members 1st Federal Credit Union 401(k) Savings Plan (PA) $134M · 1,229
- Nektar Therapeutics 401(k) Plan (CA) $134M · 212
- Ushio America Savings and Retirement Plan (CA) $134M · 464
- Pacific Office Automation Capital Accumulation Plan (OR) $134M · 1,221
Similar participant headcount
Nearest other-state filings by covered participants (700 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.