401(k) · DOL Form 5500 · 2022
Health Concepts, Ltd 401(k) Plan
Data updated 2026-08-25
- $42M
- Total assets Below avg plan size
- 749
- Participants Near avg headcount
- 87th
- Percentile by assets National rank
- $56,638
- Avg per participant Low balance/head
Official DOL plan name: Health Concepts, Ltd 401(k) Plan · Sponsored by Health Concepts, Ltd · Rhode Island · Healthcare & Social Assistance
$42M in assets, 749 participants
Health Concepts, Ltd's Health Concepts, Ltd 401(k) Plan reported $42M in total assets and 749 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.
- #17,787 in Healthcare & Social Assistance (20,060 peers)
Where Health Concepts, Ltd 401(k) Plan sits by assets
Health Concepts, Ltd 401(k) Plan sits in the top quartile of all filed plans by assets, $42M for 749 participants (~$56,638/participant), down 29.7% in 2022.
- #17,787
- in Healthcare & Social Assistance (20,060 peers)
- -29.7%
- assets change YoY
- 0.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $18M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Health Concepts, Ltd 401(k) Plan's outsized position by total assets
Health Concepts, Ltd 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$42,421,689 Top 13% higher than 87% 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
Health Concepts, Ltd 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. Health Concepts, Ltd 401(k) Plan sits mid-pack in the medium band (749 participants).
Plan-year Form 5500 strip
Filing strip 050400913 · Health Concepts, Ltd PY 2022 · 401(k)
Health Concepts, Ltd 401(k) Plan · $42M · 749 · 87th
- SCH $42M
- EBSA 749
- PART 87th
- TYPE 401(k)
- NET near Vestmark, Inc 401(k) Plan
- BOOK ind #17787
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 Rhode Island →
Health Concepts, Ltd 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $60M |
|---|---|
| Net Assets (End of Year) | $42M |
| Net Income | -$18M |
| Employer EIN | 050400913 |
| Plan Effective Date | 1996-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Health Concepts, Ltd)
Sponsor-wide plan assets over time
All Health Concepts, Ltd plans reported in each filing year
- Latest sponsor-wide plan assets
- $43M 2.199035498091554% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 749 | $42M |
| 2023 | 1 | 444 | $42M |
| 2024 | 1 | 453 | $43M |
Nearby 401(k) Plans in Rhode Island
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- CVS Health Future Fund 401(k) Plan $24.2B · 273,274
- Textron Savings Plan $5.0B · 25,353
- Cfg Retirement Savings Plan $2.5B · 17,454
- Unfi 401(k) Plan $2.5B · 24,670
- Fm Global 401(k) Savings Plan $1.4B · 3,865
Health Concepts, Ltd 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Rhode Island, the nearest 401(k) by assets is Vestmark, Inc 401(k) Plan in MA ($42M); by covered participants it is Cda Dba Maxsent 401(k) Plan in MD (749 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($42M here).
- Vestmark, Inc 401(k) Plan (MA) $42M · 412
- Gustave a. Larson Company Employees Retirement Savings 401(k) Plan (WI) $42M · 415
- Music Choice 401(k) Savings Plan (PA) $42M · 78
- Gas South 401(k) Plan (GA) $42M · 409
Similar participant headcount
Nearest other-state filings by covered participants (749 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.