401(k) · DOL Form 5500 · 2023

Humana Inc. 401(k) Plan

Data updated 2026-08-25

$80M
Total assets Below avg plan size
1,171
Participants Near avg headcount
90th
Percentile by assets National rank
$67,945
Avg per participant Below avg balance/head
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Official DOL plan name: Humana Puerto Rico Retirement Savings Plan · Sponsored by Humana Inc. · Kentucky · Finance & Insurance

$80M in assets, 1,171 participants

Humana Inc.'s Humana Puerto Rico Retirement Savings Plan reported $80M in total assets and 1,171 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,448 in Finance & Insurance (8,869 peers)

Where Humana Puerto Rico Retirement Savings Plan sits by assets

Humana Puerto Rico Retirement Savings Plan sits in the top 10% of all filed plans by assets, $80M for 1,171 participants (~$67,945/participant), up 17.4% in 2023.

#7,448
in Finance & Insurance (8,869 peers)
+17.4%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Humana Puerto Rico Retirement Savings Plan's outsized position by total assets

Humana Puerto Rico Retirement Savings Plan vs every filed plan by assets

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

$79,563,593 Top 10% higher than 90% 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

Humana Puerto Rico Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Humana Puerto Rico Retirement Savings Plan lands in the large band (1,171 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Humana Puerto Rico Retirement Savings Plan reported net income rose from -$11M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Humana Puerto Rico Retirement Savings Plan end-of-year assets rose from $68M in the plan year 2022 filing to $80M in the plan year 2023 filing.
  • Humana Puerto Rico Retirement Savings Plan reported participants rose from 1,109 in the plan year 2022 filing to 1,171 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 610647538 · Humana Inc. PY 2023 · 401(k)

Humana Puerto Rico Retirement Savings Plan · $80M · 1,171 · 90th

  • BOOK $80M
  • BOOK 1,171
  • BOOK 90th
  • BOOK 401(k)
  • BOOK near La Jolla Institute for Immunology Retirement Savings Plan
  • BOOK ind #7448

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 Kentucky →

Humana Puerto Rico Retirement Savings Plan in the asset neighbourhood

Viega LLC 401(k) Plan$80MCommunity Health Association of Spokane 401(k) PlanCommunity Health Association…$80MHumana Puerto Rico Retirement Savings PlanHumana Puerto Rico Retiremen…$80MLa Jolla Institute for Immunology Retirement Savings PlanLa Jolla Institute for Immun…$80MExamworks 401(k) Plan$80M
End-of-year total assets ($M) among Humana Puerto Rico Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$68M
Net Assets (End of Year)$80M
Net Income$12M
Employer EIN610647538
Plan Effective Date1991-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Humana Inc.)

Sponsor-wide plan assets over time

All Humana Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8.5B 25.479179313093393% vs 2022
2024 filing year
$6B$7B$8B$9B 202220232024 $6.75B $8.47B ▲ +25.5%
Year Plans Participants Total Assets
2022 5 54,900 $6.8B
2023 6 69,149 $8.0B
2024 6 67,915 $8.5B

Nearby 401(k) Plans in Kentucky

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

Humana Puerto Rico Retirement Savings Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Humana Puerto Rico Retirement Savings Plan, Total assets ($B): 0.079563593 · Participants: 1171Humana Puerto Rico Retirement Savings PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 7.871320063 · Participants: 86688Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.374962984 · Participants: 45938Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.324958147 · Participants: 3159UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.221134526 · Participants: 33226Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.205127047 · Participants: 1968Lexmark Savings Plan
Humana Puerto Rico Retirement Savings Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Humana Puerto Rico Retirement Savings Plan side-by-side with 3 peers →

Humana Puerto Rico Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is La Jolla Institute for Immunology Retirement Savings Plan in CA ($80M); by covered participants it is Universal Property & Casualty 401(k) Profit Sharing Plan in FL (1,171 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($80M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,171 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 Humana Puerto Rico Retirement Savings Plan assets move in 2023? ▼
Humana Puerto Rico Retirement Savings Plan grew sharply - up 17.4% during 2023, from $68M to $80M. Reported net income was $12M.
How have Humana Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Humana Inc.'s sponsor-wide assets grew 25.5%, from $6.8B to $8.5B.
Where does Humana Puerto Rico Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Humana Puerto Rico Retirement Savings Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Humana Puerto Rico Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is La Jolla Institute for Immunology Retirement Savings Plan in CA ($80M, 312 participants).
Which 401(k) plans cover a similar participant headcount to Humana Puerto Rico Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Universal Property & Casualty 401(k) Profit Sharing Plan in FL (1,171 participants, $68M 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 610647538.

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.