401(k) · DOL Form 5500 · 2023
St. Jude Heritage Medical Group, a Medical Corporation 401(k) Plan
Data updated 2026-08-25
- $280M
- Total assets Near avg plan size
- 349
- Participants Below avg headcount
- 96th
- Percentile by assets National rank
- $802,648
- Avg per participant High balance/head
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
$280M in assets, 349 participants
St. Jude Heritage Medical Group, a Medical Corporation's St. Jude Heritage Medical Group 401(k) Profit Sharing Plan reported $280M in total assets and 349 participants in its 2023 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.
- #17,035 in Healthcare & Social Assistance (17,684 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, $280M for 349 participants (~$802,648/participant), up 20.6% in 2023.
- #17,035
- in Healthcare & Social Assistance (17,684 peers)
- +20.6%
- assets growth YoY
- 2.8×
- vs typical plan assets (national mean)
St. Jude Heritage Medical Group 401(k) Profit Sharing Plan's outsized position by total assets
St. Jude Heritage Medical Group 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$280,124,303 Top 4% higher than 96% 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
St. Jude Heritage Medical Group 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. St. Jude Heritage Medical Group 401(k) Profit Sharing Plan sits mid-pack in the medium band (349 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- St. Jude Heritage Medical Group 401(k) Profit Sharing Plan reported net income rose from -$41M in the plan year 2022 filing to $48M in the plan year 2023 filing.
- St. Jude Heritage Medical Group 401(k) Profit Sharing Plan end-of-year assets rose from $232M in the plan year 2022 filing to $280M in the plan year 2023 filing.
- St. Jude Heritage Medical Group 401(k) Profit Sharing Plan reported participants rose from 338 in the plan year 2022 filing to 349 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 330562468 · St. Jude Heritage Medical Group, a Medical Corporation PY 2023 · 401(k)
St. Jude Heritage Medical Group 401(k) Profit Sharing Plan · $280M · 349 · 96th
- BOY $280M
- BOY 349
- BOY 96th
- BOY 401(k)
- BOY near Hyundai Motor Manufacturing Alabama, LLC 401(k) Plan
- BOY ind #17035
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 →
St. Jude Heritage Medical Group 401(k) Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $232M |
|---|---|
| Net Assets (End of Year) | $280M |
| Net Income | $48M |
| Employer EIN | 330562468 |
| Plan Effective Date | 1994-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (St. Jude Heritage Medical Group, a Medical Corporation)
Sponsor-wide plan assets over time
All St. Jude Heritage Medical Group, a Medical Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $333M 43.2688953789912% vs 2022
- 2024 filing year
| 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.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
St. Jude Heritage Medical Group 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Hyundai Motor Manufacturing Alabama, LLC 401(k) Plan in AL ($280M); by covered participants it is Csc Investments, LLC 401(k) Plan in TN (349 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($280M here).
- Hyundai Motor Manufacturing Alabama, LLC 401(k) Plan (AL) $280M · 3,738
- Suffolk Construction Company, Inc. 401(k) Retirement Plan (MA) $280M · 1,826
- Stillwater Mining Company Bargaining Unit 401(k) Plan (MT) $280M · 1,324
- Global Atlantic Financial Company 401(k) Plan (NY) $280M · 1,356
Similar participant headcount
Nearest other-state filings by covered participants (349 participants); asset peers above are excluded.
- Csc Investments, LLC 401(k) Plan (TN) 349 · 0 off
- Afc Industries, Inc. Profit Sharing Plan (PA) 349 · 0 off
- Doll Distributing LLC 401(k) Retirement Plan (IA) 349 · 0 off
- Epsilon, Inc. 401(k) Plan (NC) 349 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.