401(k) · DOL Form 5500 · 2023

Ultra Health LLC 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
61
Participants Small participant base
24th
Percentile by assets National rank
$17,630
Avg per participant Low balance/head
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Official DOL plan name: Ultra Health LLC 401(k) Plan · Sponsored by Ultra Health LLC · Tennessee · Healthcare & Social Assistance

$1M in assets, 61 participants

Ultra Health LLC's Ultra Health LLC 401(k) Plan reported $1M in total assets and 61 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

  • #3,578 in Healthcare & Social Assistance (17,684 peers)

Ultra Health LLC multi-year trail

Ultra Health LLC's plans moved +119.0% in assets from 2022 to 2024; this filing shows Ultra Health LLC 401(k) Plan at $1M / 61 participants.

#3,578
in Healthcare & Social Assistance (17,684 peers)
+52.5%
assets growth YoY

Ultra Health LLC 401(k) Plan among the smaller filed plans by assets

Ultra Health LLC 401(k) Plan vs every filed plan by assets

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

$1,075,420 24th percentile higher than 24% 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

Ultra Health LLC 401(k) 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. Ultra Health LLC 401(k) Plan is a small filing (61 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ultra Health LLC 401(k) Plan reported net income rose from $68K in the plan year 2022 filing to $370K in the plan year 2023 filing.
  • Ultra Health LLC 401(k) Plan end-of-year assets rose from $705K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Ultra Health LLC 401(k) Plan reported participants rose from 50 in the plan year 2022 filing to 61 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 811665429 · Ultra Health LLC PY 2023 · 401(k)

Ultra Health LLC 401(k) Plan · $1M · 61 · 24th

  • NET $1M
  • BOOK 61
  • VS-ST 24th
  • BOY 401(k)
  • SCH near Utken Consulting, Inc. 401(k) Plan
  • EBSA ind #3578

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 Tennessee →

Ultra Health LLC 401(k) Plan in the asset neighbourhood

Ultra Health LLC 401(k) Plan$1MUtken Consulting, Inc. 401(k) PlanUtken Consulting, Inc. 401(k…$1MSc Pet Food Solutions, LLC, 401(k) PlanSc Pet Food Solutions, LLC, …$1MMaric Healthcare 401(k) Plan$1MMcallister Mills, Inc. Profit Sharing / Employee 401(k) PlanMcallister Mills, Inc. Profi…$1M
End-of-year total assets ($M) among Ultra Health LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ultra Health LLC multi-year asset trail

Sponsor-wide plan assets over time

All Ultra Health LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 119.0336546165376% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M 202220232024 $0.71M $1.54M ▲ +116.9%
Year Plans Participants Total Assets
2022 1 50 $705K
2023 1 61 $1M
2024 1 85 $2M

Ultra Health LLC filing trail (2023)

Total Assets (Beginning of Year)$705K
Net Assets (End of Year)$1M
Net Income$370K
Employer EIN811665429
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Tennessee

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

Ultra Health LLC 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Ultra Health LLC 401(k) Plan, Total assets ($B): 0.00107542 · Participants: 61Ultra Health LLC 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
Ultra Health LLC 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Ultra Health LLC 401(k) Plan side-by-side with 3 peers →

Ultra Health LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Utken Consulting, Inc. 401(k) Plan in TX ($1M); by covered participants it is Trex Commercial Products 401(k) Plan and Trust in MN (61 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (61 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 Ultra Health LLC 401(k) Plan assets move in 2023? ▼
Ultra Health LLC 401(k) Plan surged - up 52.5% during 2023, from $705K to $1M. Reported net income was $370K.
How have Ultra Health LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ultra Health LLC's sponsor-wide assets grew 119.0%, from $705K to $2M.
Where does Ultra Health LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Ultra Health LLC 401(k) Plan ranks in the 24th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Ultra Health LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Utken Consulting, Inc. 401(k) Plan in TX ($1M, 2 participants).
Which 401(k) plans cover a similar participant headcount to Ultra Health LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Trex Commercial Products 401(k) Plan and Trust in MN (61 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 811665429.

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.