401(k) · DOL Form 5500 · 2022

Healthcare Partners Investments, LLC 401(k) Plan

Data updated 2026-08-25

$71M
Total assets Below avg plan size
1,191
Participants Near avg headcount
91st
Percentile by assets National rank
$59,708
Avg per participant Low balance/head
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Official DOL plan name: Healthcare Partners Investments, LLC 401(k) Profit Sharing Plan · Sponsored by Healthcare Partners Investments, LLC · Oklahoma · Healthcare & Social Assistance

$71M in assets, 1,191 participants

Healthcare Partners Investments, LLC's Healthcare Partners Investments, LLC 401(k) Profit Sharing Plan reported $71M in total assets and 1,191 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #18,460 in Healthcare & Social Assistance (20,060 peers)

Where Healthcare Partners Investments, LLC 401(k) Profit Sharing Plan sits by assets

Healthcare Partners Investments, LLC 401(k) Profit Sharing Plan sits in the top 10% of all filed plans by assets, $71M for 1,191 participants (~$59,708/participant), down 16.8% in 2022.

#18,460
in Healthcare & Social Assistance (20,060 peers)
-16.8%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $14M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Healthcare Partners Investments, LLC 401(k) Profit Sharing Plan's outsized position by total assets

Healthcare Partners Investments, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$71,112,431 Top 9% higher than 91% 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

Healthcare Partners Investments, LLC 401(k) Profit Sharing 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. Healthcare Partners Investments, LLC 401(k) Profit Sharing Plan lands in the large band (1,191 participants).

DOL schedule card

Filing strip 651233477 · Healthcare Partners Investments, LLC PY 2022 · 401(k)

Healthcare Partners Investments, LLC 401(k) Profit Sharing Plan · $71M · 1,191 · 91st

  • NET $71M
  • NET 1,191
  • NET 91st
  • NET 401(k)
  • NET near Boston Red Sox Retirement and Savings Plan
  • NET ind #18460

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 Oklahoma →

Healthcare Partners Investments, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Applied Technical Services, 401(k) PlanApplied Technical Services, …$71MHealthcare Partners Investments, LLC 401(k) Profit Sharing PlanHealthcare Partners Investme…$71MBoston Red Sox Retirement and Savings PlanBoston Red Sox Retirement an…$71MGalpin Motors, Inc. 401(k) Profit Sharing PlanGalpin Motors, Inc. 401(k) P…$71MCollege Health Enterprises 401(k) Savings PlanCollege Health Enterprises 4…$71M
End-of-year total assets ($M) among Healthcare Partners Investments, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$85M
Net Assets (End of Year)$71M
Net Income-$14M
Employer EIN651233477
Plan Effective Date1997-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Healthcare Partners Investments, LLC)

Sponsor-wide plan assets over time

All Healthcare Partners Investments, LLC plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$50M$100M 202220232024 $71.1M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 1,191 $71M
2023 1 1,145 $84M
2024 1 1,132 N/A

Nearby 401(k) Plans in Oklahoma

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

Healthcare Partners Investments, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. 050001000015000 -101234 Total assets ($B) Participants Healthcare Partners Investments, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.071112431 · Participants: 1191Healthcare Partners Investments, LLC 401(k) Profit Sharing PlanQuiktrip Corporation Retirement Plan, Total assets ($B): 3.683382046 · Participants: 10862Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.385802682 · Participants: 4848The Williams Investment Plus PlanBok Financial 401(k) Plan, Total assets ($B): 0.917245856 · Participants: 4683Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 0.791750265 · Participants: 1642Devon Energy Corporation Incentive Savings PlanOne Gas, Inc. 401(k) Plan, Total assets ($B): 0.774155 · Participants: 3586One Gas, Inc. 401(k) Plan
Healthcare Partners Investments, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Healthcare Partners Investments, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Healthcare Partners Investments, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Boston Red Sox Retirement and Savings Plan in MA ($71M); by covered participants it is American Medical Association Retirement & Savings Plan in IL (1,191 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($71M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,191 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 Healthcare Partners Investments, LLC 401(k) Profit Sharing Plan assets move in 2022? ▼
Healthcare Partners Investments, LLC 401(k) Profit Sharing Plan declined sharply - down 16.8% during 2022, from $85M to $71M. Reported net income was -$14M.
Where does Healthcare Partners Investments, LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Healthcare Partners Investments, LLC 401(k) Profit Sharing Plan ranks in the 91st 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 Healthcare Partners Investments, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Boston Red Sox Retirement and Savings Plan in MA ($71M, 1,757 participants).
Which 401(k) plans cover a similar participant headcount to Healthcare Partners Investments, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is American Medical Association Retirement & Savings Plan in IL (1,191 participants, $311M 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 651233477.

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.