401(k) · DOL Form 5500 · 2023

Ernest Health, Inc. 401(k) Plan

Data updated 2026-08-25

$101M
Total assets Near avg plan size
4,481
Participants Above avg headcount
91st
Percentile by assets National rank
$22,609
Avg per participant Low balance/head
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Official DOL plan name: Ernest Health Inc. 401(k) Retirement Plan · Sponsored by Ernest Health, Inc. · Texas · Healthcare & Social Assistance

$101M in assets, 4,481 participants

Ernest Health, Inc.'s Ernest Health Inc. 401(k) Retirement Plan reported $101M in total assets and 4,481 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #16,345 in Healthcare & Social Assistance (17,684 peers)

Coverage in Texas

Ernest Health Inc. 401(k) Retirement Plan covers 4,481 participants in Texas, 6.5x the typical Texas plan (state average ~688 per filing). Assets: $101M.

#16,345
in Healthcare & Social Assistance (17,684 peers)
+29.6%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Ernest Health Inc. 401(k) Retirement Plan's outsized position by total assets

Ernest Health Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$101,310,589 Top 9% higher than 91% 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

Ernest Health Inc. 401(k) Retirement 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. Ernest Health Inc. 401(k) Retirement Plan lands in the large band (4,481 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ernest Health Inc. 401(k) Retirement Plan reported net income rose from -$10M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Ernest Health Inc. 401(k) Retirement Plan end-of-year assets rose from $78M in the plan year 2022 filing to $101M in the plan year 2023 filing.
  • Ernest Health Inc. 401(k) Retirement Plan reported participants rose from 4,032 in the plan year 2022 filing to 4,481 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 141839795 · Ernest Health, Inc. PY 2023 · 401(k)

Ernest Health Inc. 401(k) Retirement Plan · $101M · 4,481 · 91st

  • ASSETS $101M
  • PCT 4,481
  • EIN 91st
  • RANK 401(k)
  • PHOTO near Gemini, Incorporated Profit Sharing Plan
  • IND ind #16345

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 Texas →

Ernest Health Inc. 401(k) Retirement Plan in the asset neighbourhood

United Network for Organ Sharing 401(k) Retirement PlanUnited Network for Organ Sha…$101MGemini, Incorporated Profit Sharing PlanGemini, Incorporated Profit …$101MIvoclar Vivadent, Inc. 401(k) Retirement PlanIvoclar Vivadent, Inc. 401(k…$101MErnest Health Inc. 401(k) Retirement PlanErnest Health Inc. 401(k) Re…$101MSunbelt Marketing Investment Corp. Employee Stock Ownership and Salary Deferral PlanSunbelt Marketing Investment…$101M
End-of-year total assets ($M) among Ernest Health Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$78M
Net Assets (End of Year)$101M
Net Income$22M
Employer EIN141839795
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ernest Health, Inc.)

Sponsor-wide plan assets over time

All Ernest Health, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$123M 57.7139184506686% vs 2022
2024 filing year
$60M$80M$100M$120M$140M 202220232024 $78.2M $123M ▲ +57.7%
Year Plans Participants Total Assets
2022 1 4,032 $78M
2023 1 4,481 $101M
2024 1 5,588 $123M

Nearby 401(k) Plans in Texas

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

Ernest Health Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Ernest Health Inc. 401(k) Retirement Plan, Total assets ($B): 0.101310589 · Participants: 4481Ernest Health Inc. 401(k) Retirement PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Ernest Health Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Ernest Health Inc. 401(k) Retirement Plan side-by-side with 3 peers →

Ernest Health Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Gemini, Incorporated Profit Sharing Plan in MN ($101M); by covered participants it is Saginaw Chippewa Indian Tribe of Michigan 401(k) Profit Sharing Plan in MI (4,482 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4,481 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 Ernest Health Inc. 401(k) Retirement Plan assets move in 2023? ▼
Ernest Health Inc. 401(k) Retirement Plan grew sharply - up 29.6% during 2023, from $78M to $101M. Reported net income was $22M.
How have Ernest Health, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ernest Health, Inc.'s sponsor-wide assets grew 57.7%, from $78M to $123M.
Where does Ernest Health Inc. 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Ernest Health Inc. 401(k) Retirement Plan ranks in the 91st 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 Ernest Health Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gemini, Incorporated Profit Sharing Plan in MN ($101M, 853 participants).
Which 401(k) plans cover a similar participant headcount to Ernest Health Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Saginaw Chippewa Indian Tribe of Michigan 401(k) Profit Sharing Plan in MI (4,482 participants, $110M 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 141839795.

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.