401(k) · DOL Form 5500 · 2022

Athena Health Care Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$106M
Total assets Near avg plan size
11,008
Participants Very large workforce
93rd
Percentile by assets National rank
$9,600
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Athena Health Care Associates, Inc. 401(k) Plan · Sponsored by Athena Health Care Associates, Inc. · Connecticut · Healthcare & Social Assistance

$106M in assets, 11,008 participants

Athena Health Care Associates, Inc.'s Athena Health Care Associates, Inc. 401(k) Plan reported $106M in total assets and 11,008 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.

  • #18,861 in Healthcare & Social Assistance (20,060 peers)

Coverage in Connecticut

Athena Health Care Associates, Inc. 401(k) Plan covers 11,008 participants in Connecticut, 15x the typical Connecticut plan (state average ~718 per filing). Assets: $106M.

#18,861
in Healthcare & Social Assistance (20,060 peers)
+9.6%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Athena Health Care Associates, Inc. 401(k) Plan's outsized position by total assets

Athena Health Care Associates, Inc. 401(k) Plan vs every filed plan by assets

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

$105,681,707 Top 7% higher than 93% 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

Athena Health Care Associates, Inc. 401(k) Plan's mega-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Athena Health Care Associates, Inc. 401(k) Plan is a mega filing (11,008 participants), the rightmost band on the breakdown.

Form 5500 schedule snapshot

Filing strip 061116677 · Athena Health Care Associates, Inc. PY 2022 · 401(k)

Athena Health Care Associates, Inc. 401(k) Plan · $106M · 11,008 · 93rd

  • NET $106M
  • NET 11,008
  • NET 93rd
  • NET 401(k)
  • NET near Winthrop & Weinstine, P.a. 401(k) Plan & Trust
  • NET ind #18861

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 Connecticut →

Athena Health Care Associates, Inc. 401(k) Plan in the asset neighbourhood

Insurance Company Supported Organizations 401(k) Savings PlanInsurance Company Supported …$106MMaverick Capital, Ltd. 401(k) PlanMaverick Capital, Ltd. 401(k…$106MOhio Machinery Co. Incentive Savings PlanOhio Machinery Co. Incentive…$106MAthena Health Care Associates, Inc. 401(k) PlanAthena Health Care Associate…$106MWinthrop & Weinstine, P.a. 401(k) Plan & TrustWinthrop & Weinstine, P.a. 4…$106M
End-of-year total assets ($M) among Athena Health Care Associates, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Connecticut filing particulars

Total Assets (Beginning of Year)$96M
Net Assets (End of Year)$106M
Net Income$9M
Employer EIN061116677
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Athena Health Care Associates, Inc.)

Sponsor-wide plan assets over time

All Athena Health Care Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$110M 4.146714814135241% vs 2022
2024 filing year
$100M$105M$110M$115M$120M 202220232024 $106M $110M ▲ +4.1%
Year Plans Participants Total Assets
2022 1 11,008 $106M
2023 1 11,562 $118M
2024 1 10,127 $110M

Nearby 401(k) Plans in Connecticut

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

Athena Health Care Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. 020000400006000080000 -200204060 Total assets ($B) Participants Athena Health Care Associates, Inc. 401(k) Plan, Total assets ($B): 0.105681707 · Participants: 11008Athena Health Care Associates, Inc. 401(k) PlanUnited Technologies Corporation Employee Savings Plan, Total assets ($B): 48.916975 · Participants: 55762United Technologies Corporation Employee Savings PlanGE Retirement Savings Plan, Total assets ($B): 24.786830027 · Participants: 57522GE Retirement Savings PlanCiti Retirement Savings Plan, Total assets ($B): 17.438946034 · Participants: 70070Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 5.615003 · Participants: 17724The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.641347 · Participants: 11876Xerox Corporation Savings Plan
Athena Health Care Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants

Scale composition for Athena Health Care Associates, Inc. 401(k) Plan

Athena Health Care Associates, Inc. 401(k) Plan reports $106M in end-of-year assets across 11,008 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.012% of 93,925,755 covered participants) - about $9,600 per participant (7% of the national average assets-per-participant) . Net income for plan year 2022 was $9M.

This plan identity (EIN 061116677, plan #334) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $106M to $110M (+4.1%) while covered participants moved from 11,008 to 10,127 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 11,008 $106M This page
2023 11,562 $118M Open filing
2024 · index core 10,127 $110M Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Athena Health Care Associates, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Winthrop & Weinstine, P.a. 401(k) Plan & Trust in MN ($106M); by covered participants it is Omni Hotels 401(k) Retirement Savings Plan in TX (11,009 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11,008 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 Athena Health Care Associates, Inc. 401(k) Plan assets move in 2022?
Athena Health Care Associates, Inc. 401(k) Plan grew at a solid clip - up 9.6% during 2022, from $96M to $106M. Reported net income was $9M.
How have Athena Health Care Associates, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Athena Health Care Associates, Inc.'s sponsor-wide assets grew 4.1%, from $106M to $110M.
Where does Athena Health Care Associates, Inc. 401(k) Plan rank by assets among Form 5500 filers?
Athena Health Care Associates, Inc. 401(k) Plan ranks in the 93rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Athena Health Care Associates, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Winthrop & Weinstine, P.a. 401(k) Plan & Trust in MN ($106M, 284 participants).
Which 401(k) plans cover a similar participant headcount to Athena Health Care Associates, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Omni Hotels 401(k) Retirement Savings Plan in TX (11,009 participants, $190M in assets).