401(k) · DOL Form 5500 · 2022

Adagio Health, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
251
Participants Below avg headcount
42nd
Percentile by assets National rank
$13,112
Avg per participant Low balance/head
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Official DOL plan name: Adagio Health, Inc. 403(b) Plan · Sponsored by Adagio Health, Inc. · Pennsylvania · Healthcare & Social Assistance

$3M in assets, 251 participants

Adagio Health, Inc.'s Adagio Health, Inc. 403(b) Plan reported $3M in total assets and 251 participants in its 2022 DOL Form 5500 filing, ranking in the 42nd 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.

  • #9,301 in Healthcare & Social Assistance (20,060 peers)

Coverage in Pennsylvania

Adagio Health, Inc. 403(b) Plan covers 251 participants in Pennsylvania, about 31% of the average Pennsylvania filer (state average ~822 per filing). Assets: $3M.

#9,301
in Healthcare & Social Assistance (20,060 peers)
+24.2%
assets growth YoY

Adagio Health, Inc. 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Adagio Health, Inc. 403(b) Plan vs every filed plan by assets

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

$3,291,130 42nd percentile higher than 42% 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

Adagio Health, Inc. 403(b) 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. Adagio Health, Inc. 403(b) Plan sits mid-pack in the medium band (251 participants).

DOL schedule card

Filing strip 237104168 · Adagio Health, Inc. PY 2022 · 401(k)

Adagio Health, Inc. 403(b) Plan · $3M · 251 · 42nd

  • 5500 $3M
  • 5500 251
  • 5500 42nd
  • 5500 401(k)
  • 5500 near Harvard Club of Boston 401(k) Plan
  • 5500 ind #9301

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 Pennsylvania →

Adagio Health, Inc. 403(b) Plan in the asset neighbourhood

Adagio Health, Inc. 403(b) PlanAdagio Health, Inc. 403(b) P…$3MHarvard Club of Boston 401(k) PlanHarvard Club of Boston 401(k…$3MFlathead Industries 401(k) Retirement Plan & TrustFlathead Industries 401(k) R…$3MEdaptive Computing, Inc. Savings PlanEdaptive Computing, Inc. Sav…$3MZultys Inc. 401(k) Plan$3M
End-of-year total assets ($M) among Adagio Health, Inc. 403(b) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$641K
Employer EIN237104168
Plan Effective Date1974-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Adagio Health, Inc.)

Sponsor-wide plan assets over time

All Adagio Health, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 27.68079276989453% vs 2022
2024 filing year
$3M$4M$5M$6M 202220232024 $5.67M $4.1M ▼ -27.7%
Year Plans Participants Total Assets
2022 2 309 $6M
2023 1 274 $3M
2024 1 204 $4M

Nearby 401(k) Plans in Pennsylvania

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

Adagio Health, Inc. 403(b) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Adagio Health, Inc. 403(b) Plan, Total assets ($B): 0.00329113 · Participants: 251Adagio Health, Inc. 403(b) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Adagio Health, Inc. 403(b) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

Adagio Health, Inc. 403(b) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Harvard Club of Boston 401(k) Plan in MA ($3M); by covered participants it is Trusted Senior Care, LLC Dba Home Instead Senior Care 401(k) Plan in KY (251 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (251 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 Adagio Health, Inc. 403(b) Plan assets move in 2022?
Adagio Health, Inc. 403(b) Plan grew sharply - up 24.2% during 2022, from $3M to $3M. Reported net income was $641K.
How have Adagio Health, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Adagio Health, Inc.'s sponsor-wide assets declined 27.7%, from $6M to $4M.
Which 401(k) plans are similar in size to Adagio Health, Inc. 403(b) Plan?
Among 401(k) plans in other states, the closest by assets is Harvard Club of Boston 401(k) Plan in MA ($3M, 34 participants).
Which 401(k) plans cover a similar participant headcount to Adagio Health, Inc. 403(b) Plan?
Among 401(k) plans in other states, the closest by covered participants is Trusted Senior Care, LLC Dba Home Instead Senior Care 401(k) Plan in KY (251 participants, N/A in assets).