The Doctors Management Company 401(k) Plan: Login, Facts & Contact Information

The Doctors Management Company 401(k) Plan Facts

Plan name
THE DOCTORS MANAGEMENT COMPANY 401(K) SAVINGS PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
THE DOCTORS MANAGEMENT COMPANY
Participants
1,103 (839 active employees)
Former employees with a balance
260
Plan assets
$313,291,536 at Dec 31, 2024
Average account balance
$284,810 across 1,100 accounts
Employer contributions
$6,855,786 in plan year 2024 (36% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1987
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments✓ Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 1, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $19.2 million went into the plan in contributions, $6.86 million of it from the employer (36%).
  • $21.1 million was paid out to participants.
  • Investment and other income added $40.8 million.

How the The Doctors Management Company 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019861$218.3 million$5.08 million$21.4 million
20201,031$252.6 million$5.68 million$18.1 million
20211,030$286.4 million$6.17 million$17.7 million
20221,039$232.2 million$6.54 million$20.4 million
20231,091$274.3 million$6.78 million$19.6 million
20241,103$313.3 million$6.86 million$21.1 million

The Doctors Management Company 401(k) Contact Information

Phone
707-226-0278
Mailing address
185 GREENWOOD ROAD, NAPA CA 945580900
Plan sponsor
THE DOCTORS MANAGEMENT COMPANY
Employer identification number (EIN)
95-2958888
Plan number
002

Questions about the The Doctors Management Company 401(k)

Does The Doctors Management Company contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $6.86 million, 36% of all contributions.

Does the The Doctors Management Company 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the The Doctors Management Company 401(k) plan?

1,103 participants at the start of plan year 2024, 839 of them active employees, and 260 former employees who still had money in the plan.

What is the average 401(k) balance at The Doctors Management Company?

About $284,810 per account: $313.3 million in plan assets across 1,100 accounts with a balance at the end of plan year 2024.

Who manages the The Doctors Management Company 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at The Doctors Management Company. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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