401(k) · DOL Form 5500 · 2022

Sovereign Healthcare Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
3,826
Participants Above avg headcount
80th
Percentile by assets National rank
$6,138
Avg per participant Low balance/head
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Official DOL plan name: Sovereign Healthcare 401(k) Plan · Sponsored by Sovereign Healthcare Holdings, LLC · Florida · Healthcare & Social Assistance

$23M in assets, 3,826 participants

Sovereign Healthcare Holdings, LLC's Sovereign Healthcare 401(k) Plan reported $23M in total assets and 3,826 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #16,593 in Healthcare & Social Assistance (20,060 peers)

Coverage in Florida

Sovereign Healthcare 401(k) Plan covers 3,826 participants in Florida, 6.1x the typical Florida plan (state average ~628 per filing). Assets: $23M.

#16,593
in Healthcare & Social Assistance (20,060 peers)
-17.6%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sovereign Healthcare 401(k) Plan's outsized position by total assets

Sovereign Healthcare 401(k) Plan vs every filed plan by assets

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

$23,485,061 Top 20% higher than 80% 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

Sovereign Healthcare 401(k) 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. Sovereign Healthcare 401(k) Plan lands in the large band (3,826 participants).

Form 5500 schedule snapshot

Filing strip 200101170 · Sovereign Healthcare Holdings, LLC PY 2022 · 401(k)

Sovereign Healthcare 401(k) Plan · $23M · 3,826 · 80th

  • PHOTO $23M
  • IND 3,826
  • EOY 80th
  • 5500 401(k)
  • ASSETS near The Internet Truckstop, LLC 401(k) Profit Sharing Plan
  • PCT ind #16593

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 →

Sovereign Healthcare 401(k) Plan in the asset neighbourhood

Sovereign Healthcare 401(k) PlanSovereign Healthcare 401(k) …$23MJet Linx Aviation, LLC 401(k) PlanJet Linx Aviation, LLC 401(k…$23MThe Internet Truckstop, LLC 401(k) Profit Sharing PlanThe Internet Truckstop, LLC …$23MSouth Dakota Network, LLC 401(k) PlanSouth Dakota Network, LLC 40…$23MBeitzel Corporation and Pillar Innovations LLC 401(k) Profit Sharing PlanBeitzel Corporation and Pill…$23M
End-of-year total assets ($M) among Sovereign Healthcare 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$23M
Net Income-$5M
Employer EIN200101170
Plan Effective Date2005-08-04
Filing StatusFILING RECEIVED

Sponsor Plan History (Sovereign Healthcare Holdings, LLC)

Sponsor-wide plan assets over time

All Sovereign Healthcare Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$31M 32.87360846114047% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $23.5M $31.2M ▲ +32.9%
Year Plans Participants Total Assets
2022 1 3,826 $23M
2023 1 4,021 $28M
2024 1 4,437 $31M

Nearby 401(k) Plans in Florida

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

Sovereign Healthcare 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Sovereign Healthcare 401(k) Plan, Total assets ($B): 0.023485061 · Participants: 3826Sovereign Healthcare 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Sovereign Healthcare 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Sovereign Healthcare 401(k) Plan side-by-side with 3 peers →

Sovereign Healthcare 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is The Internet Truckstop, LLC 401(k) Profit Sharing Plan in ID ($23M); by covered participants it is Team, Inc. Salary Deferral Plan and Trust in TX (3,820 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,826 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 Sovereign Healthcare 401(k) Plan assets move in 2022? ▼
Sovereign Healthcare 401(k) Plan declined sharply - down 17.6% during 2022, from $28M to $23M. Reported net income was -$5M.
How have Sovereign Healthcare Holdings, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sovereign Healthcare Holdings, LLC's sponsor-wide assets grew 32.9%, from $23M to $31M.
Where does Sovereign Healthcare 401(k) Plan rank by assets among Form 5500 filers? ▼
Sovereign Healthcare 401(k) Plan ranks in the 80th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Sovereign Healthcare 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Internet Truckstop, LLC 401(k) Profit Sharing Plan in ID ($23M, 772 participants).
Which 401(k) plans cover a similar participant headcount to Sovereign Healthcare 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Team, Inc. Salary Deferral Plan and Trust in TX (3,820 participants, $280M 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 200101170.

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.