401(k) · DOL Form 5500 · 2022
National Mentor Holdings, LLC 401(k) Plan
Data updated 2026-08-06
- $267M
- Total assets
- 25,111
- Participants
- 97th
- Percentile by assets
- $10,617
- Avg per participant
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.
- 97th percentile by assets (of 139,258 plans)
- #19,465 in Healthcare & Social Assistance (20,087 peers)
Coverage in Massachusetts
Sevita 401(k) Plan covers 25,111 participants in Massachusetts, 39x the typical Massachusetts plan (state average ~641 per filing). Assets: $267M.
- $267M
- total plan assets (2022 EOY)
- 25,111
- covered participants
- 97th
- percentile by assets (of 139,258 plans)
- $10,617
- avg assets per participant
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.
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 641 participants across 3,941 plans. Sevita 401(k) Plan reports 25,111 participants - 39x that state average ($267M EOY assets).
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)
| 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.
Sevita 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
- 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 $11.6T held by all Form 5500 filers in the national rollup , and 0.028% of 89,805,449 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)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Sevita 401(k) Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Sevita 401(k) Plan assets move in 2022? ▼
How have National Mentor Holdings, LLC plan assets changed over time? ▼
Where does Sevita 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Sevita 401(k) Plan? ▼
Next read for Sevita 401(k) Plan
Filing takeaways
Ways to act on Sevita 401(k) Plan's numbers.
- By total assets, Sevita 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Massachusetts. Compare plans
- National Mentor Holdings, LLC's sponsor-wide assets have grown 30.2% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans