401(k) · DOL Form 5500 · 2022

Southeast Behavioral Health Group Dba Southeast Health Group 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
117
Participants Small participant base
52nd
Percentile by assets National rank
$46,181
Avg per participant Low balance/head
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Official DOL plan name: Southeast Health Group Retirement Plan · Sponsored by Southeast Behavioral Health Group Dba Southeast Health Group · Colorado · Healthcare & Social Assistance

$5M in assets, 117 participants

Southeast Behavioral Health Group Dba Southeast Health Group's Southeast Health Group Retirement Plan reported $5M in total assets and 117 participants in its 2022 DOL Form 5500 filing, ranking in the 52nd 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.

  • #11,628 in Healthcare & Social Assistance (20,060 peers)

Coverage in Colorado

Southeast Health Group Retirement Plan covers 117 participants in Colorado, about 31% of the average Colorado filer (state average ~376 per filing). Assets: $5M.

#11,628
in Healthcare & Social Assistance (20,060 peers)
-1.9%
assets change YoY

The plan reported a net loss of $107K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Southeast Health Group Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Southeast Health Group Retirement Plan vs every filed plan by assets

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

$5,403,151 Top 48% higher than 52% 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

Southeast Health Group Retirement 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. Southeast Health Group Retirement Plan sits mid-pack in the medium band (117 participants).

DOL schedule card

Filing strip 271388543 · Southeast Behavioral Health Group Dba Southeast Health Group PY 2022 · 401(k)

Southeast Health Group Retirement Plan · $5M · 117 · 52nd

  • NET $5M
  • NET 117
  • NET 52nd
  • NET 401(k)
  • NET near Envirovac Holdings, LLC 401(k) Profit Sharing Plan
  • NET ind #11628

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 Colorado →

Southeast Health Group Retirement Plan in the asset neighbourhood

Southeast Health Group Retirement PlanSoutheast Health Group Retir…$5MEnvirovac Holdings, LLC 401(k) Profit Sharing PlanEnvirovac Holdings, LLC 401(…$5MCoast Professional Inc. Profit Sharing PlanCoast Professional Inc. Prof…$5MAluminum Resources, Inc. 401(k) PlanAluminum Resources, Inc. 401…$5MM & M Industries Inc 401(k) Profit Sharing PlanM & M Industries Inc 401(k) …$5M
End-of-year total assets ($M) among Southeast Health Group Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Colorado filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$107K
Employer EIN271388543
Plan Effective Date1981-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southeast Behavioral Health Group Dba Southeast Health Group)

Sponsor-wide plan assets over time

All Southeast Behavioral Health Group Dba Southeast Health Group plans reported in each filing year

Latest sponsor-wide plan assets
$225K 95.83661459766718% vs 2022
2023 filing year
$0M$2M$4M$6M 20222023 $5.4M $0.22M ▼ -95.9%
Year Plans Participants Total Assets
2022 1 117 $5M
2023 1 7 $225K

Nearby 401(k) Plans in Colorado

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

Southeast Health Group Retirement Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10123 Total assets ($B) Participants Southeast Health Group Retirement Plan, Total assets ($B): 0.005403151 · Participants: 117Southeast Health Group Retirement PlanDavita Retirement Savings Plan, Total assets ($B): 2.75238679 · Participants: 57172Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.51543651 · Participants: 10671Ball Corporation 401(k) and Employee Stock Ownership PlanScl Health 401(k) Retirement Savings Plan, Total assets ($B): 1.514958969 · Participants: 12642Scl Health 401(k) Retirement Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.504801917 · Participants: 5046Woodward Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.49307635 · Participants: 7741Empower Retirement, LLC 401(k) Savings Plan
Southeast Health Group Retirement Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Southeast Health Group Retirement Plan side-by-side with 3 peers →

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

Outside Colorado, the nearest 401(k) by assets is Envirovac Holdings, LLC 401(k) Profit Sharing Plan in GA ($5M); by covered participants it is The Kansas City Landsman, L.L.C. Retirement Plan in GA (117 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (117 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 Southeast Health Group Retirement Plan assets move in 2022? ▼
Southeast Health Group Retirement Plan edged down modestly - down 1.9% during 2022, from $6M to $5M. Reported net income was -$107K.
How have Southeast Behavioral Health Group Dba Southeast Health Group plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Southeast Behavioral Health Group Dba Southeast Health Group's sponsor-wide assets declined 95.8%, from $5M to $225K.
Which 401(k) plans are similar in size to Southeast Health Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Envirovac Holdings, LLC 401(k) Profit Sharing Plan in GA ($5M, 435 participants).
Which 401(k) plans cover a similar participant headcount to Southeast Health Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Kansas City Landsman, L.L.C. Retirement Plan in GA (117 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 271388543.

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.