401(k) · DOL Form 5500 · 2023

Strive Health, LLC 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
474
Participants Below avg headcount
67th
Percentile by assets National rank
$31,044
Avg per participant Low balance/head
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Official DOL plan name: Strive Health, LLC 401(k) Plan · Sponsored by Strive Health, LLC · Colorado · Healthcare & Social Assistance

$15M in assets, 474 participants

Strive Health, LLC's Strive Health, LLC 401(k) Plan reported $15M in total assets and 474 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #12,709 in Healthcare & Social Assistance (17,684 peers)

Strive Health, LLC multi-year trail

Strive Health, LLC's plans moved +201.4% in assets from 2022 to 2024; this filing shows Strive Health, LLC 401(k) Plan at $15M / 474 participants.

#12,709
in Healthcare & Social Assistance (17,684 peers)
+112.6%
assets growth YoY

Strive Health, LLC 401(k) Plan's outsized position by total assets

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

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

$14,714,961 Top 33% higher than 67% 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

Strive Health, LLC 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. Strive Health, LLC 401(k) Plan sits mid-pack in the medium band (474 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Strive Health, LLC 401(k) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Strive Health, LLC 401(k) Plan reported net income rose from $4M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Strive Health, LLC 401(k) Plan reported participants rose from 343 in the plan year 2022 filing to 474 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 830823224 · Strive Health, LLC PY 2023 · 401(k)

Strive Health, LLC 401(k) Plan · $15M · 474 · 67th

  • EBSA $15M
  • PART 474
  • TYPE 67th
  • NET 401(k)
  • BOOK near C&tdg Management 401(k) Plan
  • VS-ST ind #12709

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 Colorado →

Strive Health, LLC 401(k) Plan in the asset neighbourhood

C&tdg Management 401(k) Plan$15MNorthrock Partners 401(k) and Profit Sharing PlanNorthrock Partners 401(k) an…$15MStrive Health, LLC 401(k) PlanStrive Health, LLC 401(k) Pl…$15MPeak Event Services 401(k) Retirement PlanPeak Event Services 401(k) R…$15MMobis North America LLC Toledo Union PlanMobis North America LLC Tole…$15M
End-of-year total assets ($M) among Strive Health, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Strive Health, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Strive Health, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$21M 201.42088888413716% vs 2022
2024 filing year
$5M$10M$15M$20M$25M 202220232024 $6.92M $20.9M ▲ +201.4%
Year Plans Participants Total Assets
2022 1 343 $7M
2023 1 474 $15M
2024 1 678 $21M

Strive Health, LLC filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$15M
Net Income$8M
Employer EIN830823224
Plan Effective Date2021-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Colorado

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

Strive Health, LLC 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Strive Health, LLC 401(k) Plan, Total assets ($B): 0.014714961 · Participants: 474Strive Health, LLC 401(k) PlanDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement Savings Plan
Strive Health, LLC 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Strive Health, LLC 401(k) Plan side-by-side with 3 peers →

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

Outside Colorado, the nearest 401(k) by assets is C&tdg Management 401(k) Plan in GA ($15M); by covered participants it is Ridgeview Operations 401(k) Plan in NY (474 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (474 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 Strive Health, LLC 401(k) Plan assets move in 2023? ▼
Strive Health, LLC 401(k) Plan surged - up 112.6% during 2023, from $7M to $15M. Reported net income was $8M.
How have Strive Health, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Strive Health, LLC's sponsor-wide assets grew 201.4%, from $7M to $21M.
Which 401(k) plans are similar in size to Strive Health, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is C&tdg Management 401(k) Plan in GA ($15M, 751 participants).
Which 401(k) plans cover a similar participant headcount to Strive Health, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ridgeview Operations 401(k) Plan in NY (474 participants, $148K 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 830823224.

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.