401(k) · DOL Form 5500 · 2024

Health First Privia Medical Group, LLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
486
Participants Below avg headcount
52nd
Percentile by assets National rank
$17,625
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Privia Medical Group 401(k) Plan · Sponsored by Health First Privia Medical Group, LLC · Florida · Healthcare & Social Assistance

$9M in assets, 486 participants

Health First Privia Medical Group, LLC's Privia Medical Group 401(k) Plan reported $9M in total assets and 486 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.

  • #9,751 in Healthcare & Social Assistance (16,916 peers)

Health First Privia Medical Group, LLC multi-year trail

Health First Privia Medical Group, LLC's plans moved +30.7% in assets from 2022 to 2024; this filing shows Privia Medical Group 401(k) Plan at $9M / 486 participants.

#9,751
in Healthcare & Social Assistance (16,916 peers)
+103.8%
assets growth YoY

Privia Medical Group 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Privia Medical Group 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$8,565,875 Top 48% higher than 52% of 123,620 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 2024

Privia Medical Group 401(k) 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. Privia Medical Group 401(k) Plan sits mid-pack in the medium band (486 participants).

Published 5500 schedule card

Filing strip 593336894 · Health First Privia Medical Group, LLC PY 2024 · 401(k)

Privia Medical Group 401(k) Plan · $9M · 486 · 52nd

  • BOOK $9M
  • VS-ST 486
  • BOY 52nd
  • SCH 401(k)
  • EBSA near Caribou 401(k) Plan
  • PART ind #9751

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 Florida →

Privia Medical Group 401(k) Plan in the asset neighbourhood

Privia Medical Group 401(k) PlanPrivia Medical Group 401(k) …$9MCaribou 401(k) Plan$9MVida Health Inc 401(k) Plan$9MHbpo North America, Inc. 401(k) PlanHbpo North America, Inc. 401…$9MHengst of North America Retirement Savings PlanHengst of North America Reti…$9M
End-of-year total assets ($M) among Privia Medical Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Health First Privia Medical Group, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Health First Privia Medical Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$934M 30.724645384190648% vs 2022
2024 filing year
$600M$700M$800M$900M$1,000M 202220232024 $715M $934M ▲ +30.7%
Year Plans Participants Total Assets
2022 2 8,566 $715M
2023 2 9,040 $834M
2024 3 9,873 $934M

Health First Privia Medical Group, LLC filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$9M
Net Income$3M
Employer EIN593336894
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Privia Medical Group 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Privia Medical Group 401(k) Plan, Total assets ($B): 0.008565875 · Participants: 486Privia Medical Group 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Privia Medical Group 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Privia Medical Group 401(k) Plan side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is Caribou 401(k) Plan in DC ($9M); by covered participants it is 401(k) Plan for Employees of Castle & Cooke, Inc. and Participating Divisions and Subsidiaries in CA (486 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (486 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Privia Medical Group 401(k) Plan assets move in 2024? ▼
Privia Medical Group 401(k) Plan surged - up 103.8% during 2024, from $4M to $9M. Reported net income was $3M.
How have Health First Privia Medical Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Health First Privia Medical Group, LLC's sponsor-wide assets grew 30.7%, from $715M to $934M.
Which 401(k) plans are similar in size to Privia Medical Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Caribou 401(k) Plan in DC ($9M, 191 participants).
Which 401(k) plans cover a similar participant headcount to Privia Medical Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is 401(k) Plan for Employees of Castle & Cooke, Inc. and Participating Divisions and Subsidiaries in CA (486 participants, $115M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 593336894.

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.