401(k) · DOL Form 5500 · 2023

St. Jude Heritage Medical Group, a Medical Corporation 401(k) Plan

Data updated 2026-08-11

$280M
Total assets
349
Participants
96th
Percentile by assets
$802,648
Avg per participant
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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.

  • 96th percentile by assets (of 127,072 plans)
  • #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.

$280M
total plan assets (2023 EOY)
349
covered participants
96th
percentile by assets (of 127,072 plans)
$802,648
avg assets per participant

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.

See the national 2022→2023 release diff →

State
California
Industry
Healthcare & Social Assistance

St. Jude Heritage Medical Group 401(k) Profit Sharing Plan vs the 2023 asset distribution

By assets, St. Jude Heritage Medical Group 401(k) Profit Sharing Plan outranks 96% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.8x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$232M
Net Assets (End of Year)$280M
Net Income$48M
Employer EIN330562468
Plan Effective Date1994-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (St. Jude Heritage Medical Group, a Medical Corporation)

$200M$250M$300M$350M 202220232024 $232M $333M ▲ +43.3%
Total plan assets by year, all St. Jude Heritage Medical Group, a Medical Corporation plans on file
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

St. Jude Heritage Medical Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants St. Jude Heritage Me…Wells Fargo & Compan…Google LLC 401(k) Sa…Oracle Corporation 4…Intel 401(k) Savings…Apple 401(k) Plan
St. Jude Heritage Medical Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare St. Jude Heritage Medical Group 401(k) P… side-by-side with 3 peers →

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.

Frequently Asked Questions

How did St. Jude Heritage Medical Group 401(k) Profit Sharing Plan assets move in 2023? ▼
St. Jude Heritage Medical Group 401(k) Profit Sharing Plan grew sharply - up 20.6% during 2023, from $232M to $280M. Reported net income was $48M.
How have St. Jude Heritage Medical Group, a Medical Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), St. Jude Heritage Medical Group, a Medical Corporation's sponsor-wide assets grew 43.3%, from $232M to $333M.
Where does St. Jude Heritage Medical Group 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
St. Jude Heritage Medical Group 401(k) Profit Sharing Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to St. Jude Heritage Medical Group 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hyundai Motor Manufacturing Alabama, LLC 401(k) Plan in AL ($280M, 3,738 participants).

Next read for St. Jude Heritage Medical Group 401(k) P…

Scale reading

Ways to act on St. Jude Heritage Medical Group 401(k) Profit Sharing Plan's numbers.

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 330562468.

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.