401(k) · DOL Form 5500 · 2022
Confluent Health, LLC 401(k) Plan
Data updated 2026-08-25
- $97M
- Total assets Below avg plan size
- 6,328
- Participants Above avg headcount
- 93rd
- Percentile by assets National rank
- $15,304
- Avg per participant Low balance/head
Official DOL plan name: Confluent Health, LLC 401(k) Profit Sharing Plan · Sponsored by Confluent Health, LLC · Kentucky · Healthcare & Social Assistance
$97M in assets, 6,328 participants
Confluent Health, LLC's Confluent Health, LLC 401(k) Profit Sharing Plan reported $97M in total assets and 6,328 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.
- #18,778 in Healthcare & Social Assistance (20,060 peers)
Coverage in Kentucky
Confluent Health, LLC 401(k) Profit Sharing Plan covers 6,328 participants in Kentucky, 9.8x the typical Kentucky plan (state average ~647 per filing). Assets: $97M.
- #18,778
- in Healthcare & Social Assistance (20,060 peers)
- -2.2%
- assets change YoY
- 1.0×
- vs typical plan assets (national mean)
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Confluent Health, LLC 401(k) Profit Sharing Plan's outsized position by total assets
Confluent Health, LLC 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$96,840,624 Top 7% higher than 93% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Confluent Health, LLC 401(k) Profit Sharing 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. Confluent Health, LLC 401(k) Profit Sharing Plan lands in the large band (6,328 participants).
Published 5500 schedule card
Filing strip 471584422 · Confluent Health, LLC PY 2022 · 401(k)
Confluent Health, LLC 401(k) Profit Sharing Plan · $97M · 6,328 · 93rd
- PHOTO $97M
- PHOTO 6,328
- PHOTO 93rd
- PHOTO 401(k)
- PHOTO near Ats Corporation 401(k) Retirement
- PHOTO ind #18778
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 Kentucky →
Confluent Health, LLC 401(k) Profit Sharing Plan in the asset neighbourhood
Kentucky filing particulars
| Total Assets (Beginning of Year) | $99M |
|---|---|
| Net Assets (End of Year) | $97M |
| Net Income | -$2M |
| Employer EIN | 471584422 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Confluent Health, LLC)
Sponsor-wide plan assets over time
All Confluent Health, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $204M 110.80546217876497% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6,328 | $97M |
| 2023 | 1 | 8,987 | $156M |
| 2024 | 1 | 7,445 | $204M |
Nearby 401(k) Plans in Kentucky
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Humana Retirement Savings Plan $6.4B · 44,930
- Commonspirit Health 401(k) Retirement Savings Plan $6.1B · 85,671
- UPS/Ipa 401 (K) Savings Plan $1.2B · 2,992
- Lexmark Savings Plan $1.1B · 1,811
- Kindred 401 (K) Plan $969M · 22,132
Scale composition for Confluent Health, LLC 401(k) Profit Sharing Plan
Confluent Health, LLC 401(k) Profit Sharing Plan reports $97M in end-of-year assets across 6,328 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $15,304 per participant (11% of the national average assets-per-participant) . Net income for plan year 2022 was -$2M.
This plan identity (EIN 471584422, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $97M to $204M (+110.8%) while covered participants moved from 6,328 to 7,445 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,328 | $97M | This page |
| 2023 | 8,987 | $156M | Open filing |
| 2024 · index core | 7,445 | $204M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Confluent Health, LLC 401(k) Profit Sharing Plan (401(k), $204M, 7,445 participants)
Confluent Health, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Kentucky, the nearest 401(k) by assets is Ats Corporation 401(k) Retirement in OH ($97M); by covered participants it is Wendy's of Colorado Springs 401(k) Plan in CO (6,329 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($97M here).
- Ats Corporation 401(k) Retirement (OH) $97M · 818
- Barilla America, Inc. 401(k) Plan (IL) $97M · 568
- Landrum Professional Employer Services Retirement Savings Plan (FL) $97M · 3,507
- Santa Ynez Band of Chumash Indians 401(k) Plan (CA) $97M · 2,037
Similar participant headcount
Nearest other-state filings by covered participants (6,328 participants); asset peers above are excluded.
- Wendy's of Colorado Springs 401(k) Plan (CO) 6,329 · 1 off
- Curaleaf, Inc. 401(k) Plan (NY) 6,325 · 3 off
- Pultegroup, Inc. 401(k) Plan (GA) 6,322 · 6 off
- Patterson Companies, Inc. 401(k) Plan (MN) 6,336 · 8 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.