401(k) · DOL Form 5500 · 2023

Health Coalition, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
14
Participants Small participant base
40th
Percentile by assets National rank
$277,889
Avg per participant High balance/head
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Official DOL plan name: Health Coalition, Inc. Profit Sharing Plan · Sponsored by Health Coalition, Inc. · Florida · Wholesale Trade

$4M in assets, 14 participants

Health Coalition, Inc.'s Health Coalition, Inc. Profit Sharing Plan reported $4M in total assets and 14 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #1,821 in Wholesale Trade (6,309 peers)

Health Coalition, Inc. multi-year trail

Health Coalition, Inc.'s plans moved +20.1% in assets from 2022 to 2024; this filing shows Health Coalition, Inc. Profit Sharing Plan at $4M / 14 participants.

#1,821
in Wholesale Trade (6,309 peers)
+13.1%
assets growth YoY

Health Coalition, Inc. Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers

Health Coalition, Inc. Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$3,890,444 40th percentile higher than 40% of 127,068 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 2023

Health Coalition, Inc. Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Health Coalition, Inc. Profit Sharing Plan is a small filing (14 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Health Coalition, Inc. Profit Sharing Plan reported net income rose from -$93K in the plan year 2022 filing to $450K in the plan year 2023 filing.
  • Health Coalition, Inc. Profit Sharing Plan reported participants fell from 17 in the plan year 2022 filing to 14 in the plan year 2023 filing.
  • Health Coalition, Inc. Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 650068208 · Health Coalition, Inc. PY 2023 · 401(k)

Health Coalition, Inc. Profit Sharing Plan · $4M · 14 · 40th

  • PCT $4M
  • EIN 14
  • RANK 40th
  • PHOTO 401(k)
  • IND near Sarens USA 401(k) Plan
  • EOY ind #1821

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 Wholesale Trade retirement plans → · Plans in Florida →

Health Coalition, Inc. Profit Sharing Plan in the asset neighbourhood

Health Coalition, Inc. Profit Sharing PlanHealth Coalition, Inc. Profi…$4MSarens USA 401(k) Plan$4MU.S. Special Delivery, LLC Savings & Retirement PlanU.S. Special Delivery, LLC S…$4MPaul Miller Ford and Associates Retirement & Savings PlanPaul Miller Ford and Associa…$4MPhoenix Builders, Ltd. 401(k) PlanPhoenix Builders, Ltd. 401(k…$4M
End-of-year total assets ($M) among Health Coalition, Inc. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Health Coalition, Inc. multi-year asset trail

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$4M 20.0532409304694% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M 202220232024 $3.44M $4.13M ▲ +20.1%
Year Plans Participants Total Assets
2022 1 17 $3M
2023 1 14 $4M
2024 1 18 $4M

Health Coalition, Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$450K
Employer EIN650068208
Plan Effective Date1982-12-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Health Coalition, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Health Coalition, Inc. Profit Sharing Plan, Total assets ($B): 0.003890444 · Participants: 14Health Coalition, Inc. Profit Sharing PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Health Coalition, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Health Coalition, Inc. Profit Sharing Plan side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is Sarens USA 401(k) Plan in TX ($4M); by covered participants it is Gibbs Maintenance, Profit Sharing Plan and Trust in CA (14 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (14 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Health Coalition, Inc. Profit Sharing Plan assets move in 2023? ▼
Health Coalition, Inc. Profit Sharing Plan grew at a solid clip - up 13.1% during 2023, from $3M to $4M. Reported net income was $450K.
How have Health Coalition, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Health Coalition, Inc.'s sponsor-wide assets grew 20.1%, from $3M to $4M.
Which 401(k) plans are similar in size to Health Coalition, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sarens USA 401(k) Plan in TX ($4M, 119 participants).
Which 401(k) plans cover a similar participant headcount to Health Coalition, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gibbs Maintenance, Profit Sharing Plan and Trust in CA (14 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 650068208.

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.