401(k) · DOL Form 5500 · 2022

Think Whole Person Healthcare 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
276
Participants Below avg headcount
77th
Percentile by assets National rank
$69,784
Avg per participant Below avg balance/head
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Official DOL plan name: Think Invest for Your Future · Sponsored by Think Whole Person Healthcare · Nebraska · Healthcare & Social Assistance

$19M in assets, 276 participants

Think Whole Person Healthcare's Think Invest for Your Future reported $19M in total assets and 276 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #16,130 in Healthcare & Social Assistance (20,060 peers)

Coverage in Nebraska

Think Invest for Your Future covers 276 participants in Nebraska, about 50% of the average Nebraska filer (state average ~552 per filing). Assets: $19M.

#16,130
in Healthcare & Social Assistance (20,060 peers)
-13.5%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Think Invest for Your Future's outsized position by total assets

Think Invest for Your Future vs every filed plan by assets

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

$19,260,431 Top 23% higher than 77% 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

Think Invest for Your Future 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. Think Invest for Your Future sits mid-pack in the medium band (276 participants).

EBSA filing schedule strip

Filing strip 463442228 · Think Whole Person Healthcare PY 2022 · 401(k)

Think Invest for Your Future · $19M · 276 · 77th

  • EBSA $19M
  • PART 276
  • TYPE 77th
  • NET 401(k)
  • BOOK near Retirement Plan for Employees of Step by Step, Inc
  • VS-ST ind #16130

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 Nebraska →

Think Invest for Your Future in the asset neighbourhood

Think Invest for Your Future$19MRetirement Plan for Employees of Step by Step, IncRetirement Plan for Employee…$19MWright-Hennepin Cooperative Electric Association Non-Union 401(k) PlanWright-Hennepin Cooperative …$19MVanee Foods 401(k) Plan$19MGolden Artist Colors, Inc. 401(k) Profit SharingGolden Artist Colors, Inc. 4…$19M
End-of-year total assets ($M) among Think Invest for Your Future and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Nebraska filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$19M
Net Income-$3M
Employer EIN463442228
Plan Effective Date2015-07-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Think Whole Person Healthcare)

Sponsor-wide plan assets over time

All Think Whole Person Healthcare plans reported in each filing year

Latest sponsor-wide plan assets
$24M 22.519833538512195% vs 2022
2024 filing year
$18M$20M$22M$24M$26M 202220232024 $19.3M $23.6M ▲ +22.5%
Year Plans Participants Total Assets
2022 1 276 $19M
2023 1 307 $21M
2024 1 285 $24M

Nearby 401(k) Plans in Nebraska

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

Think Invest for Your Future vs. nearby 401(k) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Think Invest for Your Future, Total assets ($B): 0.019260431 · Participants: 276Think Invest for Your FutureHdr, Inc. Best Plan and ESOP, Total assets ($B): 4.974213701 · Participants: 9716Hdr, Inc. Best Plan and ESOPUnion Pacific Corporation Thrift Plan, Total assets ($B): 2.028704333 · Participants: 5284Union Pacific Corporation Thrift PlanUnion Pacific Agreement Employee 401(k) Retirement Thrift Plan, Total assets ($B): 1.965449453 · Participants: 28974Union Pacific Agreement Employee 401(k) Retirement Thrift PlanPeter Kiewit Sons, Inc. Retirement Savings Plan, Total assets ($B): 1.817293875 · Participants: 15777Peter Kiewit Sons, Inc. Retirement Savings PlanFirst National of Nebraska, Inc. First Savings Plan, Total assets ($B): 0.763501259 · Participants: 4605First National of Nebraska, Inc. First Savings Plan
Think Invest for Your Future vs. nearby 401(k) plans in Nebraska, assets vs. participants

Think Invest for Your Future's out-of-state 401(k) peers by assets and headcount

Outside Nebraska, the nearest 401(k) by assets is Retirement Plan for Employees of Step by Step, Inc in PA ($19M); by covered participants it is Little Friends, Inc. Profit Sharing Plan in IL (276 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (276 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 Think Invest for Your Future assets move in 2022?
Think Invest for Your Future pulled back noticeably - down 13.5% during 2022, from $22M to $19M. Reported net income was -$3M.
How have Think Whole Person Healthcare plan assets changed over time?
Across 3 plan years on file (2022-2024), Think Whole Person Healthcare's sponsor-wide assets grew 22.5%, from $19M to $24M.
Where does Think Invest for Your Future rank by assets among Form 5500 filers?
Think Invest for Your Future ranks in the 77th 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 Think Invest for Your Future?
Among 401(k) plans in other states, the closest by assets is Retirement Plan for Employees of Step by Step, Inc in PA ($19M, 1,122 participants).
Which 401(k) plans cover a similar participant headcount to Think Invest for Your Future?
Among 401(k) plans in other states, the closest by covered participants is Little Friends, Inc. Profit Sharing Plan in IL (276 participants, $3M in assets).