401(k) · DOL Form 5500 · 2023
District Medical Group, Inc. 401(k) Plan
Data updated 2026-08-25
- $266M
- Total assets Near avg plan size
- 767
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $346,735
- Avg per participant High balance/head
Official DOL plan name: District Medical Group, Inc. Profit Sharing and 401(k) Plan & Trust · Sponsored by District Medical Group, Inc. · Arizona · Healthcare & Social Assistance
$266M in assets, 767 participants
District Medical Group, Inc.'s District Medical Group, Inc. Profit Sharing and 401(k) Plan & Trust reported $266M in total assets and 767 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.
- #17,007 in Healthcare & Social Assistance (17,684 peers)
Where District Medical Group, Inc. Profit Sharing and 401(k) Plan & Trust sits by assets
District Medical Group, Inc. Profit Sharing and 401(k) Plan & Trust sits in the top 5% of all filed plans by assets, $266M for 767 participants (~$346,735/participant), up 12.8% in 2023.
- #17,007
- in Healthcare & Social Assistance (17,684 peers)
- +12.8%
- assets growth YoY
- 2.7×
- vs typical plan assets (national mean)
District Medical Group, Inc. Profit Sharing and 401(k) Plan & Trust's outsized position by total assets
District Medical Group, Inc. Profit Sharing and 401(k) Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$265,945,740 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
District Medical Group, Inc. Profit Sharing and 401(k) Plan & Trust 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. District Medical Group, Inc. Profit Sharing and 401(k) Plan & Trust sits mid-pack in the medium band (767 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- District Medical Group, Inc. Profit Sharing and 401(k) Plan & Trust reported net income rose from -$41M in the plan year 2022 filing to $30M in the plan year 2023 filing.
- District Medical Group, Inc. Profit Sharing and 401(k) Plan & Trust end-of-year assets rose from $236M in the plan year 2022 filing to $266M in the plan year 2023 filing.
- District Medical Group, Inc. Profit Sharing and 401(k) Plan & Trust reported participants fell from 788 in the plan year 2022 filing to 767 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 208106540 · District Medical Group, Inc. PY 2023 · 401(k)
District Medical Group, Inc. Profit Sharing and 401(k) Plan & Trust · $266M · 767 · 96th
- BOY $266M
- BOY 767
- BOY 96th
- BOY 401(k)
- BOY near Serta Simmons Bedding 401(k) Retirement Plan
- BOY ind #17007
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 Arizona →
District Medical Group, Inc. Profit Sharing and 401(k) Plan & Trust in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $236M |
|---|---|
| Net Assets (End of Year) | $266M |
| Net Income | $30M |
| Employer EIN | 208106540 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (District Medical Group, Inc.)
Sponsor-wide plan assets over time
All District Medical Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $300M 27.412343081093642% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 788 | $236M |
| 2023 | 1 | 767 | $266M |
| 2024 | 1 | 793 | $300M |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Bechtel Trust & Thrift Plan $5.7B · 7,448
- Banner Health Employees 401(k) Plan $4.3B · 52,452
- Republic Services, Inc. 401(k) Plan $2.4B · 28,131
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.3B · 13,105
- Stantec 401(k) Plan $2.0B · 10,719
District Medical Group, Inc. Profit Sharing and 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Serta Simmons Bedding 401(k) Retirement Plan in GA ($266M); by covered participants it is Basin Electric Power Cooperative 401(k) Plan in ND (767 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($266M here).
- Serta Simmons Bedding 401(k) Retirement Plan (GA) $266M · 3,126
- Patterson-Uti Energy, Inc. 401(k) Profit Sharing Plan (TX) $266M · 6,304
- Morgan US Employees' 401(k) Plan (NC) $266M · 2,163
- Genesiscare USA, Inc. Profit Sharing 401(k) Retirement Plan (FL) $266M · 2,813
Similar participant headcount
Nearest other-state filings by covered participants (767 participants); asset peers above are excluded.
- Basin Electric Power Cooperative 401(k) Plan (ND) 767 · 0 off
- Denbury Inc. 401(k) Profit Sharing Plan (TX) 767 · 0 off
- Hudson River Trading LLC 401(k) Plan (NY) 767 · 0 off
- Disa Global Solutions 401(k) Plan (TX) 767 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.