401(k) · DOL Form 5500 · 2022
Healthfirst Bluegrass Inc 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 269
- Participants Below avg headcount
- 63rd
- Percentile by assets National rank
- $34,149
- Avg per participant Low balance/head
Official DOL plan name: Healthfirst Bluegrass Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Healthfirst Bluegrass Inc · Kentucky · Healthcare & Social Assistance
$9M in assets, 269 participants
Healthfirst Bluegrass Inc's Healthfirst Bluegrass Inc 401(k) Profit Sharing Plan & Trust reported $9M in total assets and 269 participants in its 2022 DOL Form 5500 filing, ranking in the 63rd 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.
- #13,786 in Healthcare & Social Assistance (20,060 peers)
Coverage in Kentucky
Healthfirst Bluegrass Inc 401(k) Profit Sharing Plan & Trust covers 269 participants in Kentucky, about 42% of the average Kentucky filer (state average ~647 per filing). Assets: $9M.
- #13,786
- in Healthcare & Social Assistance (20,060 peers)
- -10.6%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Healthfirst Bluegrass Inc 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers
Healthfirst Bluegrass Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$9,186,144 Top 37% higher than 63% 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
Healthfirst Bluegrass Inc 401(k) Profit Sharing Plan & Trust among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Healthfirst Bluegrass Inc 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (269 participants).
DOL schedule card
Filing strip 452710251 · Healthfirst Bluegrass Inc PY 2022 · 401(k)
Healthfirst Bluegrass Inc 401(k) Profit Sharing Plan & Trust · $9M · 269 · 63rd
- BOOK $9M
- VS-ST 269
- BOY 63rd
- SCH 401(k)
- EBSA near Capital Internal Medicine Associates PC 401(k) Retirement Plan
- PART ind #13786
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 →
Healthfirst Bluegrass Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Kentucky filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | -$1M |
| Employer EIN | 452710251 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Healthfirst Bluegrass Inc)
Sponsor-wide plan assets over time
All Healthfirst Bluegrass Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 40.50587493511967% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 269 | $9M |
| 2023 | 1 | 273 | $11M |
| 2024 | 1 | 289 | $13M |
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
Healthfirst Bluegrass Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Kentucky, the nearest 401(k) by assets is Capital Internal Medicine Associates PC 401(k) Retirement Plan in MI ($9M); by covered participants it is Werner Affiliated Companies Employees Savings Trust in NE (269 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (269 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.