401(k) · DOL Form 5500 · 2023

High Desert Medical Corporation 401(k) Plan

Data updated 2026-08-11

$209M
Total assets: 4,350
Participants: 95th
Percentile by assets: $48,023
Avg per participant

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.

95th percentile by assets (of 127,072 plans)
#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.

$209M
total plan assets (2023 EOY): 4,350
covered participants: 95th
percentile by assets (of 127,072 plans): $48,023
avg assets per participant

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 →

State

California

Industry

Healthcare & Social Assistance

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Heritage Medical Group Retirement Savings 401(k) Plan reports 4,350 participants - 6.9x that state average ($209M EOY assets).

California filing particulars

Total Assets (Beginning of Year)	$173M
Net Assets (End of Year)	$209M
Net Income	$36M
Employer EIN	953930862
Plan Effective Date	1996-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (High Desert Medical Corporation)

Total plan assets by year, all High Desert Medical Corporation plans on file

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

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 Heritage Medical Group Retirement Saving… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Heritage Medical Group Retirement Savings 401(k) Plan by total assets, not by location.

Dxp Enterprises, Inc. 401(k) Retirement Plan (TX) $209M · 2,458
Dfs Retirement Plan (HI) $209M · 777
Culinary and Bartenders 401(k) Plan (NV) $209M · 107,667
Mediaocean LLC 401(k) Plan (NY) $209M · 746

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).

Next read for Heritage Medical Group Retirement Saving…

Filing takeaways

Ways to act on Heritage Medical Group Retirement Savings 401(k) Plan's numbers.

By total assets, Heritage Medical Group Retirement Savings 401(k) 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
High Desert Medical Corporation's sponsor-wide assets have grown 41.3% 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 953930862.