401(k) · DOL Form 5500 · 2023

High Desert Medical Corporation 401(k) Plan

Data updated 2026-08-25

$209M
Total assets Near avg plan size
4,350
Participants Above avg headcount
95th
Percentile by assets National rank
$48,023
Avg per participant Low balance/head
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Official DOL plan name: Heritage Medical Group Retirement Savings 401(k) Plan · Sponsored by High Desert Medical Corporation · California · Healthcare & Social Assistance

$209M in assets, 4,350 participants

High Desert Medical Corporation's Heritage Medical Group Retirement Savings 401(k) Plan reported $209M in total assets and 4,350 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • #16,884 in Healthcare & Social Assistance (17,684 peers)

Coverage in California

Heritage Medical Group Retirement Savings 401(k) Plan covers 4,350 participants in California, 6.9x the typical California plan (state average ~630 per filing). Assets: $209M.

#16,884
in Healthcare & Social Assistance (17,684 peers)
+20.6%
assets growth YoY
2.1×
vs typical plan assets (national mean)

Heritage Medical Group Retirement Savings 401(k) Plan's outsized position by total assets

Heritage Medical Group Retirement Savings 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$208,902,184 Top 5% higher than 95% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Heritage Medical Group Retirement Savings 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heritage Medical Group Retirement Savings 401(k) Plan lands in the large band (4,350 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Heritage Medical Group Retirement Savings 401(k) Plan reported net income rose from -$29M in the plan year 2022 filing to $36M in the plan year 2023 filing.
  • Heritage Medical Group Retirement Savings 401(k) Plan end-of-year assets rose from $173M in the plan year 2022 filing to $209M in the plan year 2023 filing.
  • Heritage Medical Group Retirement Savings 401(k) Plan reported participants rose from 4,010 in the plan year 2022 filing to 4,350 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 953930862 · High Desert Medical Corporation PY 2023 · 401(k)

Heritage Medical Group Retirement Savings 401(k) Plan · $209M · 4,350 · 95th

  • EIN $209M
  • EIN 4,350
  • EIN 95th
  • EIN 401(k)
  • EIN near Dxp Enterprises, Inc. 401(k) Retirement Plan
  • EIN ind #16884

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 →

Heritage Medical Group Retirement Savings 401(k) Plan in the asset neighbourhood

Mediaocean LLC 401(k) Plan$209MCulinary and Bartenders 401(k) PlanCulinary and Bartenders 401(…$209MDxp Enterprises, Inc. 401(k) Retirement PlanDxp Enterprises, Inc. 401(k)…$209MHeritage Medical Group Retirement Savings 401(k) PlanHeritage Medical Group Retir…$209MDfs Retirement Plan$209M
End-of-year total assets ($M) among Heritage Medical Group Retirement Savings 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$173M
Net Assets (End of Year)$209M
Net Income$36M
Employer EIN953930862
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (High Desert Medical Corporation)

Sponsor-wide plan assets over time

All High Desert Medical Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$245M 41.28730167356539% vs 2022
2024 filing year
$150M$200M$250M$300M 202220232024 $173M $245M ▲ +41.3%
Year Plans Participants Total Assets
2022 1 4,010 $173M
2023 1 4,350 $209M
2024 1 4,214 $245M

Nearby 401(k) Plans in California

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

Heritage Medical Group Retirement Savings 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Heritage Medical Group Retirement Savings 401(k) Plan, Total assets ($B): 0.208902184 · Participants: 4350Heritage Medical Group Retirement Savings 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Heritage Medical Group Retirement Savings 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Heritage Medical Group Retirement Savings 401(k) Plan side-by-side with 3 peers →

Heritage Medical Group Retirement Savings 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Dxp Enterprises, Inc. 401(k) Retirement Plan in TX ($209M); by covered participants it is Point32health 401(k) Plan in MA (4,349 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($209M here).

Similar participant headcount

Nearest other-state filings by covered participants (4,350 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Heritage Medical Group Retirement Savings 401(k) Plan assets move in 2023? ▼
Heritage Medical Group Retirement Savings 401(k) Plan grew sharply - up 20.6% during 2023, from $173M to $209M. Reported net income was $36M.
How have High Desert Medical Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), High Desert Medical Corporation's sponsor-wide assets grew 41.3%, from $173M to $245M.
Where does Heritage Medical Group Retirement Savings 401(k) Plan rank by assets among Form 5500 filers? ▼
Heritage Medical Group Retirement Savings 401(k) Plan ranks in the 95th 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 Heritage Medical Group Retirement Savings 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dxp Enterprises, Inc. 401(k) Retirement Plan in TX ($209M, 2,458 participants).
Which 401(k) plans cover a similar participant headcount to Heritage Medical Group Retirement Savings 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Point32health 401(k) Plan in MA (4,349 participants, $1.2B in assets).

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 953930862.

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.