401(k) · DOL Form 5500 · 2022
National Mentor Holdings, LLC 401(k) Plan
Data updated 2026-08-25
- $267M
- Total assets Near avg plan size
- 25,111
- Participants Very large workforce
- 97th
- Percentile by assets National rank
- $10,617
- Avg per participant Low balance/head
Official DOL plan name: Sevita 401(k) Plan · Sponsored by National Mentor Holdings, LLC · Massachusetts · Healthcare & Social Assistance
$267M in assets, 25,111 participants
National Mentor Holdings, LLC's Sevita 401(k) Plan reported $267M in total assets and 25,111 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- #19,439 in Healthcare & Social Assistance (20,060 peers)
Coverage in Massachusetts
Sevita 401(k) Plan covers 25,111 participants in Massachusetts, 38x the typical Massachusetts plan (state average ~659 per filing). Assets: $267M.
- #19,439
- in Healthcare & Social Assistance (20,060 peers)
- -13.6%
- assets change YoY
- 2.7×
- vs typical plan assets (national mean)
The plan reported a net loss of $42M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Sevita 401(k) Plan's outsized position by total assets
Sevita 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$266,615,552 Top 3% higher than 97% 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
Sevita 401(k) Plan's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sevita 401(k) Plan is a mega filing (25,111 participants), the rightmost band on the breakdown.
Published 5500 schedule card
Filing strip 043250732 · National Mentor Holdings, LLC PY 2022 · 401(k)
Sevita 401(k) Plan · $267M · 25,111 · 97th
- PHOTO $267M
- IND 25,111
- EOY 97th
- 5500 401(k)
- ASSETS near Kci Holding USA, Inc. 401(k) Plan
- PCT ind #19439
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 Massachusetts →
Sevita 401(k) Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $308M |
|---|---|
| Net Assets (End of Year) | $267M |
| Net Income | -$42M |
| Employer EIN | 043250732 |
| Plan Effective Date | 1985-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (National Mentor Holdings, LLC)
Sponsor-wide plan assets over time
All National Mentor Holdings, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $347M 30.240665780816865% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 25,111 | $267M |
| 2023 | 1 | 25,967 | $316M |
| 2024 | 1 | 26,985 | $347M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $23.0B · 52,036
- Liberty Mutual 401(k) Plan $8.8B · 32,843
- Massachusetts Institute of Technology Supplemental 401(k) Plan $5.8B · 13,690
- Philips North America 401(k) Plan $5.2B · 19,750
- Boston Scientific Corporation 401(k) Retirement Savings Plan $4.9B · 18,359
Scale composition for Sevita 401(k) Plan
Sevita 401(k) Plan reports $267M in end-of-year assets across 25,111 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.027% of 93,925,755 covered participants) - about $10,617 per participant (8% of the national average assets-per-participant) . Net income for plan year 2022 was -$42M.
This plan identity (EIN 043250732, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $267M to $347M (+30.2%) while covered participants moved from 25,111 to 26,985 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 25,111 | $267M | This page |
| 2023 | 25,967 | $316M | Open filing |
| 2024 · index core | 26,985 | $347M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Sevita 401(k) Plan (401(k), $347M, 26,985 participants)
Sevita 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Kci Holding USA, Inc. 401(k) Plan in OH ($267M); by covered participants it is Stanley Black & Decker Retirement Account Plan in CT (25,137 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($267M here).
- Kci Holding USA, Inc. 401(k) Plan (OH) $267M · 2,315
- Penske Logistics Retirement Savings Plan (PA) $267M · 5,396
- Terumo Bct, Inc. 401(k) Plan (CO) $266M · 2,029
- Infinera 401(k) Plan (CA) $267M · 1,183
Similar participant headcount
Nearest other-state filings by covered participants (25,111 participants); asset peers above are excluded.
- Stanley Black & Decker Retirement Account Plan (CT) 25,137 · 26 off
- The Bank of New York Mellon Corporation 401(k) Savings Plan (PA) 25,071 · 40 off
- Publicis Benefits Connection 401(k) Plan (IL) 25,067 · 44 off
- Ttec 401(k) Profit Sharing Plan (CO) 25,194 · 83 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.