401(k) · DOL Form 5500 · 2022

Healthgram, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
119
Participants Small participant base
54th
Percentile by assets National rank
$49,812
Avg per participant Low balance/head
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Official DOL plan name: Healthgram, Inc. 401(k) Plan · Sponsored by Healthgram, Inc. · North Carolina · Healthcare & Social Assistance

$6M in assets, 119 participants

Healthgram, Inc.'s Healthgram, Inc. 401(k) Plan reported $6M in total assets and 119 participants in its 2022 DOL Form 5500 filing, ranking in the 54th 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.

  • #12,011 in Healthcare & Social Assistance (20,060 peers)

Coverage in North Carolina

Healthgram, Inc. 401(k) Plan covers 119 participants in North Carolina, about 15% of the average North Carolina filer (state average ~819 per filing). Assets: $6M.

#12,011
in Healthcare & Social Assistance (20,060 peers)
-13.2%
assets change YoY

The plan reported a net loss of $904K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Healthgram, Inc. 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Healthgram, Inc. 401(k) Plan vs every filed plan by assets

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

$5,927,675 Top 46% higher than 54% 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

Healthgram, Inc. 401(k) 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. Healthgram, Inc. 401(k) Plan sits mid-pack in the medium band (119 participants).

Plan-year Form 5500 strip

Filing strip 561449504 · Healthgram, Inc. PY 2022 · 401(k)

Healthgram, Inc. 401(k) Plan · $6M · 119 · 54th

  • SCH $6M
  • SCH 119
  • SCH 54th
  • SCH 401(k)
  • SCH near Jamie Oil Company, Inc. 401(k) Plan
  • SCH ind #12011

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 North Carolina →

Healthgram, Inc. 401(k) Plan in the asset neighbourhood

Healthgram, Inc. 401(k) Plan$6MJamie Oil Company, Inc. 401(k) PlanJamie Oil Company, Inc. 401(…$6MGeorge Sink, P.a. Injury Lawyers 401(k) Profit Sharing PlanGeorge Sink, P.a. Injury Law…$6MMeridian Clinical Research 401(k) PlanMeridian Clinical Research 4…$6MNutmeg State Financial Credit Union 401(k) PlanNutmeg State Financial Credi…$6M
End-of-year total assets ($M) among Healthgram, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income-$904K
Employer EIN561449504
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Healthgram, Inc.)

Sponsor-wide plan assets over time

All Healthgram, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 41.8297224459843% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $5.93M $8.41M ▲ +41.8%
Year Plans Participants Total Assets
2022 1 119 $6M
2023 1 115 $7M
2024 1 124 $8M

Nearby 401(k) Plans in North Carolina

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

Healthgram, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Healthgram, Inc. 401(k) Plan, Total assets ($B): 0.005927675 · Participants: 119Healthgram, Inc. 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
Healthgram, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Healthgram, Inc. 401(k) Plan side-by-side with 3 peers →

Healthgram, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Jamie Oil Company, Inc. 401(k) Plan in MA ($6M); by covered participants it is Apreva Hospice 401(k) Plan in CA (119 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (119 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 Healthgram, Inc. 401(k) Plan assets move in 2022? ▼
Healthgram, Inc. 401(k) Plan pulled back noticeably - down 13.2% during 2022, from $7M to $6M. Reported net income was -$904K.
How have Healthgram, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Healthgram, Inc.'s sponsor-wide assets grew 41.8%, from $6M to $8M.
Which 401(k) plans are similar in size to Healthgram, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jamie Oil Company, Inc. 401(k) Plan in MA ($6M, 65 participants).
Which 401(k) plans cover a similar participant headcount to Healthgram, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Apreva Hospice 401(k) Plan in CA (119 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 561449504.

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.