401(k) · DOL Form 5500 · 2022

Health Union, LLC 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
265
Participants Below avg headcount
61st
Percentile by assets National rank
$31,079
Avg per participant Low balance/head
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Official DOL plan name: Health Union, LLC 401(k) Profit Sharing Plan · Sponsored by Health Union, LLC · Pennsylvania · Healthcare & Social Assistance

$8M in assets, 265 participants

Health Union, LLC's Health Union, LLC 401(k) Profit Sharing Plan reported $8M in total assets and 265 participants in its 2022 DOL Form 5500 filing, ranking in the 61st 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.

  • #13,380 in Healthcare & Social Assistance (20,060 peers)

Coverage in Pennsylvania

Health Union, LLC 401(k) Profit Sharing Plan covers 265 participants in Pennsylvania, about 32% of the average Pennsylvania filer (state average ~822 per filing). Assets: $8M.

#13,380
in Healthcare & Social Assistance (20,060 peers)
+1.5%
assets growth YoY

Health Union, LLC 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Health Union, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$8,236,021 Top 39% higher than 61% 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

Health Union, LLC 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Health Union, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (265 participants).

Plan-year Form 5500 strip

Filing strip 271696312 · Health Union, LLC PY 2022 · 401(k)

Health Union, LLC 401(k) Profit Sharing Plan · $8M · 265 · 61st

  • BOY $8M
  • BOY 265
  • BOY 61st
  • BOY 401(k)
  • BOY near Centennial Plastics, Inc. Retirement Plan
  • BOY ind #13380

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 Pennsylvania →

Health Union, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Health Union, LLC 401(k) Profit Sharing PlanHealth Union, LLC 401(k) Pro…$8MCentennial Plastics, Inc. Retirement PlanCentennial Plastics, Inc. Re…$8MSentinel 401(k) and Profit Sharing PlanSentinel 401(k) and Profit S…$8MPerona, Langer, Beck, Serbin & Harrison 401(k) Profit Sharing PlanPerona, Langer, Beck, Serbin…$8MTownsend Leather Co., Inc. 401(k) Retirement Profit Sharing PlanTownsend Leather Co., Inc. 4…$8M
End-of-year total assets ($M) among Health Union, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income$120K
Employer EIN271696312
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Health Union, LLC)

Sponsor-wide plan assets over time

All Health Union, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$12M 49.19135101768196% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $8.24M $12.3M ▲ +49.2%
Year Plans Participants Total Assets
2022 1 265 $8M
2023 1 267 $11M
2024 1 200 $12M

Nearby 401(k) Plans in Pennsylvania

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

Health Union, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Health Union, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.008236021 · Participants: 265Health Union, LLC 401(k) Profit Sharing PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Health Union, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Health Union, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest 401(k) by assets is Centennial Plastics, Inc. Retirement Plan in NE ($8M); by covered participants it is Vining-Sparks Ibg, L.P. 401(k) Plan in TN (265 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (265 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 Health Union, LLC 401(k) Profit Sharing Plan assets move in 2022? ▼
Health Union, LLC 401(k) Profit Sharing Plan edged up modestly - up 1.5% during 2022, from $8M to $8M. Reported net income was $120K.
How have Health Union, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Health Union, LLC's sponsor-wide assets grew 49.2%, from $8M to $12M.
Which 401(k) plans are similar in size to Health Union, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Centennial Plastics, Inc. Retirement Plan in NE ($8M, 121 participants).
Which 401(k) plans cover a similar participant headcount to Health Union, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Vining-Sparks Ibg, L.P. 401(k) Plan in TN (265 participants, N/A 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 271696312.

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.