401(k) · DOL Form 5500 · 2022
Grand Rounds, Inc. Dba Included Health 401(k) Plan
Data updated 2026-08-11
- $68M
- Total assets
- 716
- Participants
- 90th
- Percentile by assets
- $94,827
- Avg per participant
Official DOL plan name: Included Health 401(k) Plan · Sponsored by Grand Rounds, Inc. Dba Included Health · California · Healthcare & Social Assistance
$68M in assets, 716 participants
Grand Rounds, Inc. Dba Included Health's Included Health 401(k) Plan reported $68M in total assets and 716 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.
- 90th percentile by assets (of 139,126 plans)
- #18,411 in Healthcare & Social Assistance (20,060 peers)
Where Included Health 401(k) Plan sits by assets
Included Health 401(k) Plan sits in the top 10% of all filed plans by assets, $68M for 716 participants (~$94,827/participant), up 4.4% in 2022.
- $68M
- total plan assets (2022 EOY)
- 716
- covered participants
- 90th
- percentile by assets (of 139,126 plans)
- $94,827
- avg assets per participant
Where Included Health 401(k) Plan sits by total assets
Included Health 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$67,896,117 Top 10% higher than 90% 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
Included Health 401(k) Plan vs the 2022 asset distribution
By assets, Included Health 401(k) Plan outranks 90% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.7x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $65M |
|---|---|
| Net Assets (End of Year) | $68M |
| Net Income | $3M |
| Employer EIN | 453580052 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Grand Rounds, Inc. Dba Included Health)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 716 | $68M |
| 2023 | 1 | 2,103 | $94M |
| 2024 | 1 | 2,219 | $112M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Included Health 401(k) Plan by total assets, not by location.
- West Central Anesthesiology Group, Ltd. Employees' Savings and Investment Plan and Trust (IL) $68M · 50
- Employee Savings and Deferred Income Plan of Munich American Reassurance Company (GA) $68M · 260
- Zt Group Int'l, Inc 401(k) Profit Sharing Plan (NJ) $68M · 1,382
- Autoneum North America, Inc. Retirement and Savings Plan (MI) $68M · 889
Frequently Asked Questions
How did Included Health 401(k) Plan assets move in 2022? ▼
How have Grand Rounds, Inc. Dba Included Health plan assets changed over time? ▼
Where does Included Health 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Included Health 401(k) Plan? ▼
Next read for Included Health 401(k) Plan
Scale reading
Ways to act on Included Health 401(k) Plan's numbers.
- By total assets, Included Health 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
- Grand Rounds, Inc. Dba Included Health's sponsor-wide assets have grown 65.2% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans