401(k) · DOL Form 5500 · 2022

Ventra Health, Inc. 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
1,236
Participants Near avg headcount
82nd
Percentile by assets National rank
$22,688
Avg per participant Low balance/head
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Official DOL plan name: Ventra Health Retirement Plan · Sponsored by Ventra Health, Inc. · Texas · Management of Enterprises

$28M in assets, 1,236 participants

Ventra Health, Inc.'s Ventra Health Retirement Plan reported $28M in total assets and 1,236 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #757 in Management of Enterprises (1,193 peers)

Where Ventra Health Retirement Plan sits by assets

Ventra Health Retirement Plan sits in the top quartile of all filed plans by assets, $28M for 1,236 participants (~$22,688/participant), up 64.9% in 2022.

#757
in Management of Enterprises (1,193 peers)
+64.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ventra Health Retirement Plan's outsized position by total assets

Ventra Health Retirement Plan vs every filed plan by assets

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

$28,042,793 Top 18% higher than 82% 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

Ventra Health Retirement 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. Ventra Health Retirement Plan lands in the large band (1,236 participants).

Plan-year Form 5500 strip

Filing strip 811702029 · Ventra Health, Inc. PY 2022 · 401(k)

Ventra Health Retirement Plan · $28M · 1,236 · 82nd

  • IND $28M
  • EOY 1,236
  • 5500 82nd
  • ASSETS 401(k)
  • PCT near Cape Air/Nantucket Airlines Ksop Retirement Plan
  • EIN ind #757

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 Management of Enterprises retirement plans → · Plans in Texas →

Ventra Health Retirement Plan in the asset neighbourhood

Care Hospice, Inc. 401(k) PlanCare Hospice, Inc. 401(k) Pl…$28MBasf Agricultural Products De Puerto Rico Retirement Savings PlanBasf Agricultural Products D…$28MFlorida Digestive Health Specialists, LLP Employees Savings TrustFlorida Digestive Health Spe…$28MVentra Health Retirement Plan$28MCape Air/Nantucket Airlines Ksop Retirement PlanCape Air/Nantucket Airlines …$28M
End-of-year total assets ($M) among Ventra Health Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$28M
Net Income-$7M
Employer EIN811702029
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ventra Health, Inc.)

Sponsor-wide plan assets over time

All Ventra Health, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$30M 7.149680133501681% vs 2022
2024 filing year
$27M$28M$29M$30M$31M 202220232024 $28M $30.1M ▲ +7.2%
Year Plans Participants Total Assets
2022 1 1,236 $28M
2023 1 1,169 $29M
2024 1 785 $30M

Nearby 401(k) Plans in Texas

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

Ventra Health Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Ventra Health Retirement Plan, Total assets ($B): 0.028042793 · Participants: 1236Ventra Health Retirement PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Ventra Health Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Ventra Health Retirement Plan side-by-side with 3 peers →

Ventra Health Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Cape Air/Nantucket Airlines Ksop Retirement Plan in MA ($28M); by covered participants it is Endeavor Schools, LLC 401(k) Profit Sharing Plan and Trust in FL (1,236 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,236 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 Ventra Health Retirement Plan assets move in 2022? ▼
Ventra Health Retirement Plan surged - up 64.9% during 2022, from $17M to $28M. Reported net income was -$7M.
How have Ventra Health, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ventra Health, Inc.'s sponsor-wide assets grew 7.1%, from $28M to $30M.
Where does Ventra Health Retirement Plan rank by assets among Form 5500 filers? ▼
Ventra Health Retirement Plan ranks in the 82nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Ventra Health Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cape Air/Nantucket Airlines Ksop Retirement Plan in MA ($28M, 682 participants).
Which 401(k) plans cover a similar participant headcount to Ventra Health Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Endeavor Schools, LLC 401(k) Profit Sharing Plan and Trust in FL (1,236 participants, $8M 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 811702029.

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.