401(k) · DOL Form 5500 · 2022

Crossover Health Management Services, Inc. 401(k) Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
1,121
Participants Near avg headcount
86th
Percentile by assets National rank
$36,138
Avg per participant Low balance/head
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Official DOL plan name: Crossover Health 401(k) Plan · Sponsored by Crossover Health Management Services, Inc. · California · Administrative & Support Services

$41M in assets, 1,121 participants

Crossover Health Management Services, Inc.'s Crossover Health 401(k) Plan reported $41M in total assets and 1,121 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #4,614 in Administrative & Support Services (4,927 peers)

Where Crossover Health 401(k) Plan sits by assets

Crossover Health 401(k) Plan sits in the top quartile of all filed plans by assets, $41M for 1,121 participants (~$36,138/participant), up 6.3% in 2022.

#4,614
in Administrative & Support Services (4,927 peers)
+6.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

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

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

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

$40,510,879 Top 14% higher than 86% 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

Crossover Health 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. Crossover Health 401(k) Plan lands in the large band (1,121 participants).

Form 5500 schedule snapshot

Filing strip 272210135 · Crossover Health Management Services, Inc. PY 2022 · 401(k)

Crossover Health 401(k) Plan · $41M · 1,121 · 86th

  • EIN $41M
  • EIN 1,121
  • EIN 86th
  • EIN 401(k)
  • EIN near Idt 401(k) Plan
  • EIN ind #4614

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 Administrative & Support Services retirement plans → · Plans in California →

Crossover Health 401(k) Plan in the asset neighbourhood

Crossover Health 401(k) Plan$41MIdt 401(k) Plan$41MOsco Industries, Inc. 401(k) Profit Sharing PlanOsco Industries, Inc. 401(k)…$41MMid Atlantic Capital Group Retirement Savings PlanMid Atlantic Capital Group R…$41MMonitronics International,Inc 401(k) Savings PlanMonitronics International,In…$41M
End-of-year total assets ($M) among Crossover Health 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$41M
Net Income$2M
Employer EIN272210135
Plan Effective Date2012-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Crossover Health Management Services, Inc.)

Sponsor-wide plan assets over time

All Crossover Health Management Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$77M 89.12922625055853% vs 2022
2024 filing year
$20M$40M$60M$80M$100M 202220232024 $40.5M $76.6M ▲ +89.1%
Year Plans Participants Total Assets
2022 1 1,121 $41M
2023 1 1,268 $59M
2024 1 1,197 $77M

Nearby 401(k) Plans in California

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

Crossover Health 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Crossover Health 401(k) Plan, Total assets ($B): 0.040510879 · Participants: 1121Crossover Health 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Crossover Health 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Crossover Health 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Idt 401(k) Plan in VA ($41M); by covered participants it is Creative Planning Companies Employer Retirement Contribution Plan in KS (1,121 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($41M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,121 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 Crossover Health 401(k) Plan assets move in 2022? ▼
Crossover Health 401(k) Plan grew at a solid clip - up 6.3% during 2022, from $38M to $41M. Reported net income was $2M.
How have Crossover Health Management Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Crossover Health Management Services, Inc.'s sponsor-wide assets grew 89.1%, from $41M to $77M.
Where does Crossover Health 401(k) Plan rank by assets among Form 5500 filers? ▼
Crossover Health 401(k) Plan ranks in the 86th 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 Crossover Health 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Idt 401(k) Plan in VA ($41M, 256 participants).
Which 401(k) plans cover a similar participant headcount to Crossover Health 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Creative Planning Companies Employer Retirement Contribution Plan in KS (1,121 participants, $104M 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 272210135.

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.