401(k) · DOL Form 5500 · 2022

Humana Inc. 401(k) Plan

Data updated 2026-08-25

$68M
Total assets Below avg plan size
1,109
Participants Near avg headcount
90th
Percentile by assets National rank
$61,117
Avg per participant Low balance/head
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Official DOL plan name: Humana Puerto Rico Retirement Savings Plan · Sponsored by Humana Inc. · Kentucky · Finance & Insurance

$68M in assets, 1,109 participants

Humana Inc.'s Humana Puerto Rico Retirement Savings Plan reported $68M in total assets and 1,109 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,821 in Finance & Insurance (9,261 peers)

Where Humana Puerto Rico Retirement Savings Plan sits by assets

Humana Puerto Rico Retirement Savings Plan sits in the top 10% of all filed plans by assets, $68M for 1,109 participants (~$61,117/participant), down 13.4% in 2022.

#7,821
in Finance & Insurance (9,261 peers)
-13.4%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Humana Puerto Rico Retirement Savings Plan's outsized position by total assets

Humana Puerto Rico Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$67,778,668 Top 10% higher than 90% of 139,123 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 2022

Humana Puerto Rico Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Humana Puerto Rico Retirement Savings Plan lands in the large band (1,109 participants).

Form 5500 schedule snapshot

Filing strip 610647538 · Humana Inc. PY 2022 · 401(k)

Humana Puerto Rico Retirement Savings Plan · $68M · 1,109 · 90th

  • SCH $68M
  • EBSA 1,109
  • PART 90th
  • TYPE 401(k)
  • NET near North American Electric Reliability Corporation Savings and Investment Plan
  • BOOK ind #7821

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 Finance & Insurance retirement plans → · Plans in Kentucky →

Humana Puerto Rico Retirement Savings Plan in the asset neighbourhood

Montage Hotels & Resorts 401(k) PlanMontage Hotels & Resorts 401…$68MHumana Puerto Rico Retirement Savings PlanHumana Puerto Rico Retiremen…$68MNorth American Electric Reliability Corporation Savings and Investment PlanNorth American Electric Reli…$68MPlz Aeroscience 401(k) Profit Sharing Plan & TrustPlz Aeroscience 401(k) Profi…$68MBcbs of Vermont 401(k) Retirement ProgramBcbs of Vermont 401(k) Retir…$68M
End-of-year total assets ($M) among Humana Puerto Rico Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$78M
Net Assets (End of Year)$68M
Net Income-$11M
Employer EIN610647538
Plan Effective Date1991-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Humana Inc.)

Sponsor-wide plan assets over time

All Humana Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8.5B 25.479179313093393% vs 2022
2024 filing year
$6B$7B$8B$9B 202220232024 $6.75B $8.47B ▲ +25.5%
Year Plans Participants Total Assets
2022 5 54,900 $6.8B
2023 6 69,149 $8.0B
2024 6 67,915 $8.5B

Nearby 401(k) Plans in Kentucky

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

Humana Puerto Rico Retirement Savings Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Humana Puerto Rico Retirement Savings Plan, Total assets ($B): 0.067778668 · Participants: 1109Humana Puerto Rico Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 6.44425797 · Participants: 44930Humana Retirement Savings PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 6.066519058 · Participants: 85671Commonspirit Health 401(k) Retirement Savings PlanUPS/Ipa 401 (K) Savings Plan, Total assets ($B): 1.16367227 · Participants: 2992UPS/Ipa 401 (K) Savings PlanLexmark Savings Plan, Total assets ($B): 1.059618486 · Participants: 1811Lexmark Savings PlanKindred 401 (K) Plan, Total assets ($B): 0.969290029 · Participants: 22132Kindred 401 (K) Plan
Humana Puerto Rico Retirement Savings Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Humana Puerto Rico Retirement Savings Plan side-by-side with 3 peers →

Humana Puerto Rico Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is North American Electric Reliability Corporation Savings and Investment Plan in GA ($68M); by covered participants it is Kubota Tractor 401(k) Plan in TX (1,109 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,109 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Humana Puerto Rico Retirement Savings Plan assets move in 2022? ▼
Humana Puerto Rico Retirement Savings Plan pulled back noticeably - down 13.4% during 2022, from $78M to $68M. Reported net income was -$11M.
How have Humana Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Humana Inc.'s sponsor-wide assets grew 25.5%, from $6.8B to $8.5B.
Where does Humana Puerto Rico Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Humana Puerto Rico Retirement Savings Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Humana Puerto Rico Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is North American Electric Reliability Corporation Savings and Investment Plan in GA ($68M, 206 participants).
Which 401(k) plans cover a similar participant headcount to Humana Puerto Rico Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kubota Tractor 401(k) Plan in TX (1,109 participants, $112M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 610647538.

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.