401(k) · DOL Form 5500 · 2022

Relevate Health Management, LLC. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
134
Participants Small participant base
74th
Percentile by assets National rank
$118,870
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Relevate Health Management, LLC. 401(k) Profit Sharing Plan · Sponsored by Relevate Health Management, LLC. · Ohio · Professional & Technical Services

$16M in assets, 134 participants

Relevate Health Management, LLC.'s Relevate Health Management, LLC. 401(k) Profit Sharing Plan reported $16M in total assets and 134 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.

  • #15,797 in Professional & Technical Services (21,562 peers)

Coverage in Ohio

Relevate Health Management, LLC. 401(k) Profit Sharing Plan covers 134 participants in Ohio, about 18% of the average Ohio filer (state average ~765 per filing). Assets: $16M.

#15,797
in Professional & Technical Services (21,562 peers)
+23.5%
assets growth YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Relevate Health Management, LLC. 401(k) Profit Sharing Plan's outsized position by total assets

Relevate Health Management, LLC. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$15,928,643 Top 26% higher than 74% 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

Relevate Health Management, LLC. 401(k) Profit Sharing 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. Relevate Health Management, LLC. 401(k) Profit Sharing Plan sits mid-pack in the medium band (134 participants).

Plan-year Form 5500 strip

Filing strip 872676505 · Relevate Health Management, LLC. PY 2022 · 401(k)

Relevate Health Management, LLC. 401(k) Profit Sharing Plan · $16M · 134 · 74th

  • PART $16M
  • TYPE 134
  • NET 74th
  • BOOK 401(k)
  • VS-ST near Diversified Tooling Group Employees 401(k) and Profit Sharing Plan
  • BOY ind #15797

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 Ohio →

Relevate Health Management, LLC. 401(k) Profit Sharing Plan in the asset neighbourhood

Relevate Health Management, LLC. 401(k) Profit Sharing PlanRelevate Health Management, …$16MDiversified Tooling Group Employees 401(k) and Profit Sharing PlanDiversified Tooling Group Em…$16MCity View Electric, Inc. 401(k) PlanCity View Electric, Inc. 401…$16MHendersen-Webb, Inc. 401(k) Retirement PlanHendersen-Webb, Inc. 401(k) …$16MUniversity of Kentucky Federal Credit Union 401(k) Retirement PlanUniversity of Kentucky Feder…$16M
End-of-year total assets ($M) among Relevate Health Management, LLC. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$16M
Net Income-$2M
Employer EIN872676505
Plan Effective Date2007-10-16
Filing StatusFILING RECEIVED

Sponsor Plan History (Relevate Health Management, LLC.)

Sponsor-wide plan assets over time

All Relevate Health Management, LLC. plans reported in each filing year

Latest sponsor-wide plan assets
$25M 56.32551373020288% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $15.9M $24.9M ▲ +56.3%
Year Plans Participants Total Assets
2022 1 134 $16M
2023 1 199 $18M
2024 1 209 $25M

Nearby 401(k) Plans in Ohio

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

Relevate Health Management, LLC. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Relevate Health Management, LLC. 401(k) Profit Sharing Plan, Total assets ($B): 0.015928643 · Participants: 134Relevate Health Management, LLC. 401(k) Profit Sharing PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Relevate Health Management, LLC. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Relevate Health Management, LLC. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Relevate Health Management, LLC. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Diversified Tooling Group Employees 401(k) and Profit Sharing Plan in MI ($16M); by covered participants it is The Blain Companies 401(k) Profit Sharing Plan in MS (134 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (134 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 Relevate Health Management, LLC. 401(k) Profit Sharing Plan assets move in 2022? ▼
Relevate Health Management, LLC. 401(k) Profit Sharing Plan grew sharply - up 23.5% during 2022, from $13M to $16M. Reported net income was -$2M.
How have Relevate Health Management, LLC. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Relevate Health Management, LLC.'s sponsor-wide assets grew 56.3%, from $16M to $25M.
Which 401(k) plans are similar in size to Relevate Health Management, LLC. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Diversified Tooling Group Employees 401(k) and Profit Sharing Plan in MI ($16M, 305 participants).
Which 401(k) plans cover a similar participant headcount to Relevate Health Management, LLC. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Blain Companies 401(k) Profit Sharing Plan in MS (134 participants, N/A 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 872676505.

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.