401(k) · DOL Form 5500 · 2023

District Medical Group, Inc. 401(k) Plan

Data updated 2026-08-11

$266M
Total assets: 767
Participants: 96th
Percentile by assets: $346,735
Avg per participant

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.

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

$266M
total plan assets (2023 EOY): 767
covered participants: 96th
percentile by assets (of 127,072 plans): $346,735
avg assets per participant

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.

See the national 2022→2023 release diff →

State

Arizona

Industry

Healthcare & Social Assistance

District Medical Group, Inc. Profit Sharing and 401(k) Plan & Trust vs the 2023 asset distribution

By assets, District Medical Group, Inc. Profit Sharing and 401(k) Plan & Trust outranks 96% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.7x the national average plan size of $100M (721 average participants).

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.)

Total plan assets by year, all District Medical Group, Inc. plans on file

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.

District Medical Group, Inc. Profit Sharing and 401(k) Plan & Trust vs. nearby 401(k) plans in Arizona, assets vs. participants

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

Compare District Medical Group, Inc. Profit Shar… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to District Medical Group, Inc. Profit Sharing and 401(k) Plan & Trust by total assets, not by location.

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

Frequently Asked Questions

How did District Medical Group, Inc. Profit Sharing and 401(k) Plan & Trust assets move in 2023? ▼

District Medical Group, Inc. Profit Sharing and 401(k) Plan & Trust grew at a solid clip - up 12.8% during 2023, from $236M to $266M. Reported net income was $30M.

How have District Medical Group, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), District Medical Group, Inc.'s sponsor-wide assets grew 27.4%, from $236M to $300M.

Where does District Medical Group, Inc. Profit Sharing and 401(k) Plan & Trust rank by assets among Form 5500 filers? ▼

District Medical Group, Inc. Profit Sharing and 401(k) Plan & Trust 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 District Medical Group, Inc. Profit Sharing and 401(k) Plan & Trust? ▼

Among 401(k) plans in other states, the closest by assets is Serta Simmons Bedding 401(k) Retirement Plan in GA ($266M, 3,126 participants).

Next read for District Medical Group, Inc. Profit Shar…

Scale reading

Ways to act on District Medical Group, Inc. Profit Sharing and 401(k) Plan & Trust's numbers.

By total assets, District Medical Group, Inc. Profit Sharing and 401(k) Plan & Trust ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Arizona. Compare plans
District Medical Group, Inc.'s sponsor-wide assets have grown 27.4% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans

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 208106540.