401(k) · DOL Form 5500 · 2023

Advocate Health,LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 112
Participants Small participant base: 32nd
Percentile by assets National rank: $20,966
Avg per participant Low balance/head

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Official DOL plan name: Advocate Health 401(k) Plan · Sponsored by Advocate Health,LLC · Florida · Finance & Insurance

$2M in assets, 112 participants

Advocate Health,LLC's Advocate Health 401(k) Plan reported $2M in total assets and 112 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

#1,970 in Finance & Insurance (8,869 peers)

Coverage in Florida

Advocate Health 401(k) Plan covers 112 participants in Florida, about 18% of the average Florida filer (state average ~628 per filing). Assets: $2M.

#1,970
in Finance & Insurance (8,869 peers): +43.1%
assets growth YoY

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

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

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

$2,348,237 32nd percentile higher than 32% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Advocate Health 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Advocate Health 401(k) Plan sits mid-pack in the medium band (112 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Advocate Health 401(k) Plan reported net income rose from $84K in the plan year 2022 filing to $707K in the plan year 2023 filing.
Advocate Health 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 721603075 · Advocate Health,LLC PY 2023 · 401(k)

Advocate Health 401(k) Plan · $2M · 112 · 32nd

IND $2M
IND 112
IND 32nd
IND 401(k)
IND near San Antonio Christian Schools 401(k) Plan
IND ind #1970

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 Finance & Insurance retirement plans → · Plans in Florida →

End-of-year total assets ($M) among Advocate Health 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$2M
Net Income	$707K
Employer EIN	721603075
Plan Effective Date	2014-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Advocate Health,LLC)

Latest sponsor-wide plan assets: $3M 89.82840165297917% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	113	$2M
2023	1	112	$2M
2024	1	139	$3M

Nearby 401(k) Plans in Florida

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

Advocate Health 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants

L3harris Retirement Savings Plan $15.4B · 40,665
Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
Adp Totalsource Retirement Savings Plan $8.0B · 308,867
Trinet 401(k) Plan $7.0B · 157,945
Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674

Compare Advocate Health 401(k) Plan side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is San Antonio Christian Schools 401(k) Plan in TX ($2M); by covered participants it is A&a Transfer, LLC 401(k) Plan in VA (112 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

San Antonio Christian Schools 401(k) Plan (TX) $2M · 175
Express Employment Professionals 401(k) Retirement Savings Plan (OK) $2M · 548,852
Hilton Head Hospitality 401(k) Plan (SC) $2M · 58
Bristol Group, Inc. 401(k) Plan (KY) $2M · 145

Similar participant headcount

Nearest other-state filings by covered participants (112 participants); asset peers above are excluded.

A&a Transfer, LLC 401(k) Plan (VA) 112 · 0 off
Ohio Anesthesia Group, Inc. 401(k) Profit Sharing Plan and Trust (OH) 112 · 0 off
Left Right LLC 401(k) Plan (NY) 112 · 0 off
Tallan, Inc. Savings & Retirement 401(k) Plan (CT) 112 · 0 off

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 Advocate Health 401(k) Plan assets move in 2023? ▼

Advocate Health 401(k) Plan surged - up 43.1% during 2023, from $2M to $2M. Reported net income was $707K.

How have Advocate Health,LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Advocate Health,LLC's sponsor-wide assets grew 89.8%, from $2M to $3M.

Which 401(k) plans are similar in size to Advocate Health 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is San Antonio Christian Schools 401(k) Plan in TX ($2M, 175 participants).

Which 401(k) plans cover a similar participant headcount to Advocate Health 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is A&a Transfer, LLC 401(k) Plan in VA (112 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 721603075.