Department of Labor filing

ST. JUDE HERITAGE MEDICAL GROUP, A MEDICAL CORPORATION

ST. JUDE HERITAGE MEDICAL GROUP 401(K) PROFIT SHARING PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Oct 10, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

71filing comparison
out of 100

The filing looks somewhat better than typical peers on the measures we can compare. This is a filing comparison, not a complete benefits score.

$Employer support

$36,195

Reported employer contributions per active participant.

Higher than about 99% of comparable plans

#People in the filing

376

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$684 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 3% of comparable plans

↗Investment performance

Not available

Plan assets changed 18.8%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202471out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions99th percentileTypical peer $2,397 · based on 2,295 comparable plans

Lower reported administrative expense3rd percentileTypical peer $143 · based on 2,373 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, ST. JUDE HERITAGE MEDICAL GROUP, A MEDICAL CORPORATION reported $13,609,241 in employer contributions across the plan and 376 active participants. That works out to $36,195 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy87%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 11.3%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 40.6%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context71/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $13,609,241
Participant contributions: $6,542,208
Other contributions: $1,465,056
Employer share of reported contributions: 67.5%
Beginning assets: $280,124,303
Ending assets: $332,724,929
Ending net assets: $332,724,929
Ending liabilities: $0
Total income: $67,350,981
Total expenses: $14,750,355
Administrative expenses: $281,052
Participant loans: $366,761

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$32,534

2023

$35,083

2024

$36,195

Plan-paid administrative expenses per participant

2022

$486

2023

$509

2024

$684

Active participants

2022

349

2023

355

2024

376

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$36,195	376	332.7M	20251010092346NAL0012219056001
2023	$35,083	355	280.1M	20241008190314NAL0035742546001
2022	$32,534	349	232.2M	20231007171906NAL0033213728001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 0.1%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 330562468-002

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Dec 1, 1994
Industry: Health care and social assistance
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2A2E2F2G2J2K2R2T3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
EMPOWER ANNUITY INSURANCE COMPANY O	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20251010092346NAL0012219056001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗