ESOP
2022 plan-year ESOP DOL Form 5500

Pnw Healthcare Holdings, LLC 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Pnw Healthcare Holdings, LLC · Washington · Administrative & Support Services

What the 2023 filing shows

Pnw Healthcare Holdings, LLC 401(k) Plan holds $287K for 1,671 participants — about $172 per participant.

$287K
total plan assets (2022 EOY)
1,671
covered participants
$172
avg assets per participant
$287K
reported net income
Total Assets (2023)
$287K
Participants
1,671
State
Industry
Administrative & Support Services

What the Filing Says About Pnw Healthcare Holdings, LLC 401(k) Plan

Pnw Healthcare Holdings, LLC 401(k) Plan is a ESOP retirement plan sponsored by Pnw Healthcare Holdings, LLC, headquartered in Washington. As of the 2022 Form 5500 filing, the plan reports $287K in total end-of-year assets and covers 1,671 participants across the Administrative & Support Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 822169801, and the plan has been effective since 2022-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from N/A at the beginning of 2022 to $287K at year-end. Net assets (after liabilities) closed the year at $287K, with reported net income of $287K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)N/A
Total Assets (End of Year)$287K
Net Assets (End of Year)$287K
Net Income$287K
Plan TypeESOP
Employer EIN822169801
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pnw Healthcare Holdings, LLC)

Year Plans Participants Total Assets
2022 1 1,671 $287K
2023 1 1,671 $738K
2024 1 1,161 $1M

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Frequently Asked Questions

How much money is in the Pnw Healthcare Holdings, LLC 401(k) Plan?
As of the 2022 Form 5500 filing, Pnw Healthcare Holdings, LLC 401(k) Plan holds $287K in total assets with 1,671 participants. It is sponsored by Pnw Healthcare Holdings, LLC.
What type of plan is Pnw Healthcare Holdings, LLC 401(k) Plan?
Pnw Healthcare Holdings, LLC 401(k) Plan is a ESOP plan. It has been effective since 2022-01-01. The plan is filed with the U.S. Department of Labor under EIN 822169801.
Who sponsors the Pnw Healthcare Holdings, LLC 401(k) Plan?
Pnw Healthcare Holdings, LLC 401(k) Plan is sponsored by Pnw Healthcare Holdings, LLC, located in Washington. The sponsor's EIN is 822169801 and the plan operates in the Administrative & Support Services industry.
How did Pnw Healthcare Holdings, LLC 401(k) Plan perform in 2022?
Pnw Healthcare Holdings, LLC 401(k) Plan held $287K in total assets at the end of 2022. Net income was $287K.
Where can I find official filings for Pnw Healthcare Holdings, LLC 401(k) Plan?
Official Form 5500 filings for Pnw Healthcare Holdings, LLC 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 822169801 or plan name at efast.dol.gov.
How does Pnw Healthcare Holdings, LLC 401(k) Plan compare to other plans?
You can compare Pnw Healthcare Holdings, LLC 401(k) Plan against other ESOP plans on the plan type page, or view plans in Washington on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 822169801.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.