401(k) · DOL Form 5500 · 2022

Healthstream, Inc. 401(k) Plan

Data updated 2026-08-25

$68M
Total assets Below avg plan size
1,028
Participants Near avg headcount
90th
Percentile by assets National rank
$66,533
Avg per participant Below avg balance/head
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Official DOL plan name: Healthstream, Inc. 401(k) Plan · Sponsored by Healthstream, Inc. · Tennessee · Professional & Technical Services

$68M in assets, 1,028 participants

Healthstream, Inc.'s Healthstream, Inc. 401(k) Plan reported $68M in total assets and 1,028 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #19,737 in Professional & Technical Services (21,562 peers)

Where Healthstream, Inc. 401(k) Plan sits by assets

Healthstream, Inc. 401(k) Plan sits in the top 10% of all filed plans by assets, $68M for 1,028 participants (~$66,533/participant), down 10.6% in 2022.

#19,737
in Professional & Technical Services (21,562 peers)
-10.6%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Healthstream, Inc. 401(k) Plan's outsized position by total assets

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

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

$68,395,839 Top 10% higher than 90% 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

Healthstream, Inc. 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. Healthstream, Inc. 401(k) Plan lands in the large band (1,028 participants).

Plan-year Form 5500 strip

Filing strip 621443555 · Healthstream, Inc. PY 2022 · 401(k)

Healthstream, Inc. 401(k) Plan · $68M · 1,028 · 90th

  • PHOTO $68M
  • PHOTO 1,028
  • PHOTO 90th
  • PHOTO 401(k)
  • PHOTO near Progressive Physician Associates, Inc. Retirement Savings Plan
  • PHOTO ind #19737

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 Professional & Technical Services retirement plans → · Plans in Tennessee →

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

Healthstream, Inc. 401(k) PlanHealthstream, Inc. 401(k) Pl…$68MProgressive Physician Associates, Inc. Retirement Savings PlanProgressive Physician Associ…$68MTootsie Roll Industries LLC Profit Sharing PlanTootsie Roll Industries LLC …$68MEmerald Queen Casino 401(k) PlanEmerald Queen Casino 401(k) …$68MBehlen Mfg. Co. 401(k) Plan$68M
End-of-year total assets ($M) among Healthstream, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$76M
Net Assets (End of Year)$68M
Net Income-$8M
Employer EIN621443555
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Healthstream, Inc.)

Sponsor-wide plan assets over time

All Healthstream, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$99M 44.77864508687436% vs 2022
2024 filing year
$60M$70M$80M$90M$100M$110M 202220232024 $68.4M $99M ▲ +44.8%
Year Plans Participants Total Assets
2022 1 1,028 $68M
2023 1 1,112 $85M
2024 1 1,084 $99M

Nearby 401(k) Plans in Tennessee

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

Healthstream, Inc. 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Healthstream, Inc. 401(k) Plan, Total assets ($B): 0.068395839 · Participants: 1028Healthstream, Inc. 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 21.031401128 · Participants: 220835Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 18.669830548 · Participants: 280576Hca 401(k) PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.178827147 · Participants: 11839International Paper Company Salaried Savings PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.035859621 · Participants: 5305Federal Express Corporation Pilots Retirement Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.015461486 · Participants: 62485Chs/Community Health Systems, Inc. Retirement Savings Plan
Healthstream, Inc. 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Healthstream, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Tennessee, the nearest 401(k) by assets is Progressive Physician Associates, Inc. Retirement Savings Plan in PA ($68M); by covered participants it is Otc Brands, Inc. 401(k) Retirement Plan in NE (1,028 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,028 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 Healthstream, Inc. 401(k) Plan assets move in 2022? ▼
Healthstream, Inc. 401(k) Plan pulled back noticeably - down 10.6% during 2022, from $76M to $68M. Reported net income was -$8M.
How have Healthstream, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Healthstream, Inc.'s sponsor-wide assets grew 44.8%, from $68M to $99M.
Where does Healthstream, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Healthstream, Inc. 401(k) Plan ranks in the 90th 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 Healthstream, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Progressive Physician Associates, Inc. Retirement Savings Plan in PA ($68M, 96 participants).
Which 401(k) plans cover a similar participant headcount to Healthstream, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Otc Brands, Inc. 401(k) Retirement Plan in NE (1,028 participants, $76M 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 621443555.

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.