401(k) · DOL Form 5500 · 2022

Advocate Healthcare, LLC 401(k) Plan

Data updated 2026-08-25

$949K
Total assets Small plan by assets
174
Participants Small participant base
24th
Percentile by assets National rank
$5,454
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Advocate Healthcare 401(k) Plan · Sponsored by Advocate Healthcare, LLC · Massachusetts · Healthcare & Social Assistance

$949K in assets, 174 participants

Advocate Healthcare, LLC's Advocate Healthcare 401(k) Plan reported $949K in total assets and 174 participants in its 2022 DOL Form 5500 filing, ranking in the 24th 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.

  • #4,295 in Healthcare & Social Assistance (20,060 peers)

Coverage in Massachusetts

Advocate Healthcare 401(k) Plan covers 174 participants in Massachusetts, about 26% of the average Massachusetts filer (state average ~659 per filing). Assets: $949K.

#4,295
in Healthcare & Social Assistance (20,060 peers)
+120.6%
assets growth YoY

Advocate Healthcare 401(k) Plan among the smaller filed plans by assets

Advocate Healthcare 401(k) Plan vs every filed plan by assets

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

$949,019 24th percentile higher than 24% 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

Advocate Healthcare 401(k) Plan 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. Advocate Healthcare 401(k) Plan sits mid-pack in the medium band (174 participants).

DOL schedule card

Filing strip 474486794 · Advocate Healthcare, LLC PY 2022 · 401(k)

Advocate Healthcare 401(k) Plan · $949K · 174 · 24th

  • PART $949K
  • TYPE 174
  • NET 24th
  • BOOK 401(k)
  • VS-ST near The 401(k) Lab 401(k) Plan
  • BOY ind #4295

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 →

Advocate Healthcare 401(k) Plan in the asset neighbourhood

Advocate Healthcare 401(k) PlanAdvocate Healthcare 401(k) P…$949KThe 401(k) Lab 401(k) Plan$949KTravis Inc. 401(k) Profit Sharing PlanTravis Inc. 401(k) Profit Sh…$949KKws 401(k) Trust$949KInterboro Attorney Services 401(k) PlanInterboro Attorney Services …$949K
End-of-year total assets ($M) among Advocate Healthcare 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$430K
Net Assets (End of Year)$949K
Net Income$519K
Employer EIN474486794
Plan Effective Date2019-11-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Advocate Healthcare 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Advocate Healthcare 401(k) Plan, Total assets ($B): 0.000949019 · Participants: 174Advocate Healthcare 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Advocate Healthcare 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

Advocate Healthcare 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is The 401(k) Lab 401(k) Plan in FL ($949K); by covered participants it is Decarolis Truck Rental, Inc. P/S & Savings Plan in NY (174 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($949K here).

Similar participant headcount

Nearest other-state filings by covered participants (174 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 Advocate Healthcare 401(k) Plan assets move in 2022?
Advocate Healthcare 401(k) Plan surged - up 120.6% during 2022, from $430K to $949K. Reported net income was $519K.
Where does Advocate Healthcare 401(k) Plan rank by assets among Form 5500 filers?
Advocate Healthcare 401(k) Plan ranks in the 24th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Advocate Healthcare 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is The 401(k) Lab 401(k) Plan in FL ($949K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Advocate Healthcare 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Decarolis Truck Rental, Inc. P/S & Savings Plan in NY (174 participants, N/A in assets).