401(k) · DOL Form 5500 · 2023

Financial Health Network Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
60
Participants Small participant base
57th
Percentile by assets National rank
$151,598
Avg per participant Above avg balance/head
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Official DOL plan name: Financial Health Network 401(k) Plan · Sponsored by Financial Health Network Inc. · Illinois · Other Services

$9M in assets, 60 participants

Financial Health Network Inc.'s Financial Health Network 401(k) Plan reported $9M in total assets and 60 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #5,887 in Other Services (7,857 peers)

Financial Health Network Inc. multi-year trail

Financial Health Network Inc.'s plans moved +29.2% in assets from 2022 to 2024; this filing shows Financial Health Network 401(k) Plan at $9M / 60 participants.

#5,887
in Other Services (7,857 peers)
+15.9%
assets growth YoY

Financial Health Network 401(k) Plan's mid-pack asset rank among Other Services and all filers

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

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

$9,095,853 Top 43% higher than 57% 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

Financial Health Network 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Financial Health Network 401(k) Plan is a small filing (60 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Financial Health Network 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Financial Health Network 401(k) Plan reported participants fell from 89 in the plan year 2022 filing to 60 in the plan year 2023 filing.
  • Financial Health Network 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 203006098 · Financial Health Network Inc. PY 2023 · 401(k)

Financial Health Network 401(k) Plan · $9M · 60 · 57th

  • BOY $9M
  • BOY 60
  • BOY 57th
  • BOY 401(k)
  • BOY near Ocean Communications 401(k) Retirement Plan
  • BOY ind #5887

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 Other Services retirement plans → · Plans in Illinois →

Financial Health Network 401(k) Plan in the asset neighbourhood

Financial Health Network 401(k) PlanFinancial Health Network 401…$9MOcean Communications 401(k) Retirement PlanOcean Communications 401(k) …$9MCoon Brothers, Inc. 401(k) Profit Sharing PlanCoon Brothers, Inc. 401(k) P…$9MRa Outdoors, LLC 401(k) Plan$9MBirnam Wood Golf Club 401(k) Profit Sharing PlanBirnam Wood Golf Club 401(k)…$9M
End-of-year total assets ($M) among Financial Health Network 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Financial Health Network Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Financial Health Network Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 29.2298017913091% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.85M $10.2M ▲ +29.3%
Year Plans Participants Total Assets
2022 1 89 $8M
2023 1 60 $9M
2024 1 40 $10M

Financial Health Network Inc. filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN203006098
Plan Effective Date2010-12-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Financial Health Network 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Financial Health Network 401(k) Plan, Total assets ($B): 0.009095853 · Participants: 60Financial Health Network 401(k) PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Financial Health Network 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Financial Health Network 401(k) Plan side-by-side with 3 peers →

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

Outside Illinois, the nearest 401(k) by assets is Ocean Communications 401(k) Retirement Plan in FL ($9M); by covered participants it is Fabricated Pipe, Inc. Profit Sharing 401(k) Plan and Trust in LA (60 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (60 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 Financial Health Network 401(k) Plan assets move in 2023? ▼
Financial Health Network 401(k) Plan grew sharply - up 15.9% during 2023, from $8M to $9M. Reported net income was $1M.
How have Financial Health Network Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Financial Health Network Inc.'s sponsor-wide assets grew 29.2%, from $8M to $10M.
Which 401(k) plans are similar in size to Financial Health Network 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ocean Communications 401(k) Retirement Plan in FL ($9M, 116 participants).
Which 401(k) plans cover a similar participant headcount to Financial Health Network 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fabricated Pipe, Inc. Profit Sharing 401(k) Plan and Trust in LA (60 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 203006098.

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.