401(k) · DOL Form 5500 · 2022

United States Pharmaceutical Gro 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
2,175
Participants Above avg headcount
85th
Percentile by assets National rank
$16,238
Avg per participant Low balance/head
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Official DOL plan name: Convey Health Solutions 401(k) Plan · Sponsored by United States Pharmaceutical Gro · Florida · Professional & Technical Services

$35M in assets, 2,175 participants

United States Pharmaceutical Gro's Convey Health Solutions 401(k) Plan reported $35M in total assets and 2,175 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #18,435 in Professional & Technical Services (21,562 peers)

Coverage in Florida

Convey Health Solutions 401(k) Plan covers 2,175 participants in Florida, 3.5x the typical Florida plan (state average ~628 per filing). Assets: $35M.

#18,435
in Professional & Technical Services (21,562 peers)
-7.6%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Convey Health Solutions 401(k) Plan's outsized position by total assets

Convey Health Solutions 401(k) Plan vs every filed plan by assets

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

$35,317,274 Top 15% higher than 85% 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

Convey Health Solutions 401(k) 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. Convey Health Solutions 401(k) Plan lands in the large band (2,175 participants).

EBSA filing schedule strip

Filing strip 651122695 · United States Pharmaceutical Gro PY 2022 · 401(k)

Convey Health Solutions 401(k) Plan · $35M · 2,175 · 85th

  • EIN $35M
  • RANK 2,175
  • PHOTO 85th
  • IND 401(k)
  • EOY near Mtm Recognition Corporation 401(k) Plan
  • 5500 ind #18435

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 Professional & Technical Services retirement plans → · Plans in Florida →

Convey Health Solutions 401(k) Plan in the asset neighbourhood

Convey Health Solutions 401(k) PlanConvey Health Solutions 401(…$35MMtm Recognition Corporation 401(k) PlanMtm Recognition Corporation …$35MBowen Engineering Profit Sharing 401(k) PlanBowen Engineering Profit Sha…$35MNeudesic, LLC 401(k) Profit Sharing PlanNeudesic, LLC 401(k) Profit …$35MAcipco Contracted 401(k) Plan$35M
End-of-year total assets ($M) among Convey Health Solutions 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$35M
Net Income-$3M
Employer EIN651122695
Plan Effective Date2004-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (United States Pharmaceutical Gro)

Sponsor-wide plan assets over time

All United States Pharmaceutical Gro plans reported in each filing year

Latest sponsor-wide plan assets
$38M 8.788407621720747% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $35.3M $38.4M ▲ +8.8%
Year Plans Participants Total Assets
2022 1 2,175 $35M
2023 1 2,119 $45M
2024 1 1,430 $38M

Nearby 401(k) Plans in Florida

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

Convey Health Solutions 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Convey Health Solutions 401(k) Plan, Total assets ($B): 0.035317274 · Participants: 2175Convey Health Solutions 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Convey Health Solutions 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Convey Health Solutions 401(k) Plan side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is Mtm Recognition Corporation 401(k) Plan in OK ($35M); by covered participants it is Dormakaba USA Inc. 401(k) Plan in IN (2,175 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($35M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,175 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 Convey Health Solutions 401(k) Plan assets move in 2022? ▼
Convey Health Solutions 401(k) Plan pulled back noticeably - down 7.6% during 2022, from $38M to $35M. Reported net income was -$3M.
How have United States Pharmaceutical Gro plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United States Pharmaceutical Gro's sponsor-wide assets grew 8.8%, from $35M to $38M.
Where does Convey Health Solutions 401(k) Plan rank by assets among Form 5500 filers? ▼
Convey Health Solutions 401(k) Plan ranks in the 85th 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 Convey Health Solutions 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mtm Recognition Corporation 401(k) Plan in OK ($35M, 392 participants).
Which 401(k) plans cover a similar participant headcount to Convey Health Solutions 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dormakaba USA Inc. 401(k) Plan in IN (2,175 participants, $144M 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 651122695.

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.