401(k) · DOL Form 5500 · 2022
Healthequity, Inc. 401(k) Plan
Data updated 2026-08-25
- $198M
- Total assets Near avg plan size
- 4,011
- Participants Above avg headcount
- 96th
- Percentile by assets National rank
- $49,413
- Avg per participant Low balance/head
Official DOL plan name: Healthequity Inc. 401(k) Profit Sharing Plan · Sponsored by Healthequity, Inc. · Utah · Other Services
$198M in assets, 4,011 participants
Healthequity, Inc.'s Healthequity Inc. 401(k) Profit Sharing Plan reported $198M in total assets and 4,011 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.
- #8,298 in Other Services (8,398 peers)
Coverage in Utah
Healthequity Inc. 401(k) Profit Sharing Plan covers 4,011 participants in Utah, 6.8x the typical Utah plan (state average ~592 per filing). Assets: $198M.
- #8,298
- in Other Services (8,398 peers)
- -3.0%
- assets change YoY
- 2.0×
- vs typical plan assets (national mean)
The plan reported a net loss of $25M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Healthequity Inc. 401(k) Profit Sharing Plan's outsized position by total assets
Healthequity Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$198,193,578 Top 4% higher than 96% 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
Healthequity Inc. 401(k) Profit Sharing 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. Healthequity Inc. 401(k) Profit Sharing Plan lands in the large band (4,011 participants).
EBSA filing schedule strip
Filing strip 522383166 · Healthequity, Inc. PY 2022 · 401(k)
Healthequity Inc. 401(k) Profit Sharing Plan · $198M · 4,011 · 96th
- 5500 $198M
- 5500 4,011
- 5500 96th
- 5500 401(k)
- 5500 near The Good Samaritan Hospital 401(k) Retirement Savings Plan
- 5500 ind #8298
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 Other Services retirement plans → · Plans in Utah →
Healthequity Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
Utah filing particulars
| Total Assets (Beginning of Year) | $204M |
|---|---|
| Net Assets (End of Year) | $198M |
| Net Income | -$25M |
| Employer EIN | 522383166 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Healthequity, Inc.)
Sponsor-wide plan assets over time
All Healthequity, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $297M 49.83071247646581% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,011 | $198M |
| 2023 | 1 | 3,209 | $243M |
| 2024 | 1 | 3,218 | $297M |
Nearby 401(k) Plans in Utah
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Deseret 401(k) Plan $4.7B · 23,455
- Intermountain Healthcare Savings Plus 401(k) Plan $3.6B · 42,446
- Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan $1.5B · 9,870
- Skywest, Inc. Employees' Retirement Plan $952M · 16,878
- Autoliv Asp, Inc. Employee Savings and Investment Plan $588M · 4,068
Healthequity Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Utah, the nearest 401(k) by assets is The Good Samaritan Hospital 401(k) Retirement Savings Plan in CA ($198M); by covered participants it is Heritage Medical Group Retirement Savings 401(k) Plan in CA (4,010 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($198M here).
- The Good Samaritan Hospital 401(k) Retirement Savings Plan (CA) $198M · 1,569
- Citrin Cooperman & Company, LLP Retirement Savings Plan (NY) $198M · 1,050
- Grundfos Pumps Corporation 401(k) Profit Sharing Plan (IL) $198M · 1,231
- Harnish Group Inc. Retirement Plan (WA) $198M · 1,045
Similar participant headcount
Nearest other-state filings by covered participants (4,011 participants); asset peers above are excluded.
- Heritage Medical Group Retirement Savings 401(k) Plan (CA) 4,010 · 1 off
- Nidec Motor Corporation Employee Savings Investment Plan (MO) 4,009 · 2 off
- Tlc Retirement Savings Plan (MN) 4,016 · 5 off
- Dayton Children's Hospital 401(k) Plan (OH) 4,004 · 7 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.