401(k) · DOL Form 5500 · 2024
St. Jude Heritage Medical Group, a Medical Corporation 401(k) Plan
Data updated 2026-08-25
- $333M
- Total assets Above avg plan size
- 355
- Participants Below avg headcount
- 96th
- Percentile by assets National rank
- $937,253
- Avg per participant High balance/head
Official DOL plan name: St. Jude Heritage Medical Group 401(k) Profit Sharing Plan · Sponsored by St. Jude Heritage Medical Group, a Medical Corporation · California · Healthcare & Social Assistance
$333M in assets, 355 participants
St. Jude Heritage Medical Group, a Medical Corporation's St. Jude Heritage Medical Group 401(k) Profit Sharing Plan reported $333M in total assets and 355 participants in its 2024 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.
- #16,293 in Healthcare & Social Assistance (16,916 peers)
Where St. Jude Heritage Medical Group 401(k) Profit Sharing Plan sits by assets
St. Jude Heritage Medical Group 401(k) Profit Sharing Plan sits in the top 5% of all filed plans by assets, $333M for 355 participants (~$937,253/participant), up 18.8% in 2024.
- #16,293
- in Healthcare & Social Assistance (16,916 peers)
- +18.8%
- assets growth YoY
- 3.3×
- vs typical plan assets (national mean)
St. Jude Heritage Medical Group 401(k) Profit Sharing Plan's outsized position by total assets
St. Jude Heritage Medical Group 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$332,724,929 Top 4% higher than 96% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
St. Jude Heritage Medical Group 401(k) Profit Sharing Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. St. Jude Heritage Medical Group 401(k) Profit Sharing Plan sits mid-pack in the medium band (355 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- St. Jude Heritage Medical Group 401(k) Profit Sharing Plan end-of-year assets rose from $280M in the plan year 2023 filing to $333M in the plan year 2024 filing.
- St. Jude Heritage Medical Group 401(k) Profit Sharing Plan reported net income rose from $48M in the plan year 2023 filing to $53M in the plan year 2024 filing.
- St. Jude Heritage Medical Group 401(k) Profit Sharing Plan reported participants rose from 349 in the plan year 2023 filing to 355 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 330562468 · St. Jude Heritage Medical Group, a Medical Corporation PY 2024 · 401(k)
St. Jude Heritage Medical Group 401(k) Profit Sharing Plan · $333M · 355 · 96th
- VS-ST $333M
- VS-ST 355
- VS-ST 96th
- VS-ST 401(k)
- VS-ST near Cma Cgm (America) LLC 401(k) Plan
- VS-ST ind #16293
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 →
St. Jude Heritage Medical Group 401(k) Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $280M |
|---|---|
| Net Assets (End of Year) | $333M |
| Net Income | $53M |
| Employer EIN | 330562468 |
| Plan Effective Date | 1994-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (St. Jude Heritage Medical Group, a Medical Corporation)
Sponsor-wide plan assets over time
All St. Jude Heritage Medical Group, a Medical Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $333M 43.2688953789912% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 338 | $232M |
| 2023 | 1 | 349 | $280M |
| 2024 | 1 | 355 | $333M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
St. Jude Heritage Medical Group 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Cma Cgm (America) LLC 401(k) Plan in VA ($333M); by covered participants it is Koroseal Interior Products Retirement Savings Plan and Trust in OH (355 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($333M here).
- Cma Cgm (America) LLC 401(k) Plan (VA) $333M · 1,397
- Oldcastle Building Envelope 401(k) Plan (TX) $333M · 5,885
- Adventhealth Consolidated ERISA 401(a) Plan (FL) $332M · 68
- Aquent LLC 401(k) Plan (MA) $333M · 3,845
Similar participant headcount
Nearest other-state filings by covered participants (355 participants); asset peers above are excluded.
- Koroseal Interior Products Retirement Savings Plan and Trust (OH) 355 · 0 off
- Rms Computer Corp 401(k) Plan (NY) 355 · 0 off
- Amc 401(k) Profit Sharing Plan (AR) 355 · 0 off
- E.T. Mackenzie Company Employee Profit Sharing 401(k) Plan (MI) 355 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.