401(k) · DOL Form 5500 · 2023

The Doctors Management Company 401(k) Plan

Data updated 2026-08-11

$274M
Total assets: 821
Participants: 96th
Percentile by assets: $334,144
Avg per participant

Official DOL plan name: The Doctors Management Company 401(k) Savings Plan · Sponsored by The Doctors Management Company · California · Finance & Insurance

$274M in assets, 821 participants

The Doctors Management Company's The Doctors Management Company 401(k) Savings Plan reported $274M in total assets and 821 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)
#8,265 in Finance & Insurance (8,869 peers)

Where The Doctors Management Company 401(k) Savings Plan sits by assets

The Doctors Management Company 401(k) Savings Plan sits in the top 5% of all filed plans by assets, $274M for 821 participants (~$334,144/participant), up 18.1% in 2023.

$274M
total plan assets (2023 EOY): 821
covered participants: 96th
percentile by assets (of 127,072 plans): $334,144
avg assets per participant

The Doctors Management Company 401(k) Savings Plan reported net income rose from -$54M in the plan year 2022 filing to $42M in the plan year 2023 filing.
The Doctors Management Company 401(k) Savings Plan end-of-year assets rose from $232M in the plan year 2022 filing to $274M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

California

Industry

Finance & Insurance

The Doctors Management Company 401(k) Savings Plan vs the 2023 asset distribution

By assets, The Doctors Management Company 401(k) Savings 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)	$274M
Net Income	$42M
Employer EIN	952958888
Plan Effective Date	1987-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (The Doctors Management Company)

Total plan assets by year, all The Doctors Management Company plans on file

Year	Plans	Participants	Total Assets
2022	1	814	$232M
2023	1	821	$274M
2024	1	817	$313M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

The Doctors Management Company 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants

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

Compare The Doctors Management Company 401(k) Sa… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to The Doctors Management Company 401(k) Savings Plan by total assets, not by location.

Trustmark Services Company Investment and Savings Plan (IL) $274M · 891
The Spectris Group Safe Harbor 401(k) Retirement Plan (MA) $275M · 2,062
Covetrus 401(k) Retirement Savings Plan (OH) $275M · 2,940
Dickinson Wright PLLC Retirement and 401(k) Savings (MI) $274M · 830

Frequently Asked Questions

How did The Doctors Management Company 401(k) Savings Plan assets move in 2023? ▼

The Doctors Management Company 401(k) Savings Plan grew sharply - up 18.1% during 2023, from $232M to $274M. Reported net income was $42M.

How have The Doctors Management Company plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), The Doctors Management Company's sponsor-wide assets grew 34.9%, from $232M to $313M.

Where does The Doctors Management Company 401(k) Savings Plan rank by assets among Form 5500 filers? ▼

The Doctors Management Company 401(k) Savings 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 The Doctors Management Company 401(k) Savings Plan? ▼

Among 401(k) plans in other states, the closest by assets is Trustmark Services Company Investment and Savings Plan in IL ($274M, 891 participants).

Next read for The Doctors Management Company 401(k) Sa…

Scale reading

Ways to act on The Doctors Management Company 401(k) Savings Plan's numbers.

By total assets, The Doctors Management Company 401(k) Savings Plan 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 California. Compare plans
The Doctors Management Company's sponsor-wide assets have grown 34.9% since 2022 across 3 plan years on file. More Finance & Insurance 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 952958888.