401(k) · DOL Form 5500 · 2023

Changepoint Integrated Health 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
190
Participants Below avg headcount
45th
Percentile by assets National rank
$27,655
Avg per participant Low balance/head
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Official DOL plan name: Changepoint Retirement Plan · Sponsored by Changepoint Integrated Health · Arizona · Healthcare & Social Assistance

$5M in assets, 190 participants

Changepoint Integrated Health's Changepoint Retirement Plan reported $5M in total assets and 190 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #8,747 in Healthcare & Social Assistance (17,684 peers)

Coverage in Arizona

Changepoint Retirement Plan covers 190 participants in Arizona, about 34% of the average Arizona filer (state average ~564 per filing). Assets: $5M.

#8,747
in Healthcare & Social Assistance (17,684 peers)
+14.0%
assets growth YoY

Changepoint Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Changepoint Retirement Plan vs every filed plan by assets

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

$5,254,435 45th percentile higher than 45% 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

Changepoint Retirement 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. Changepoint Retirement Plan sits mid-pack in the medium band (190 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Changepoint Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $644K in the plan year 2023 filing.
  • Changepoint Retirement Plan end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Changepoint Retirement Plan reported participants rose from 168 in the plan year 2022 filing to 190 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 860215065 · Changepoint Integrated Health PY 2023 · 401(k)

Changepoint Retirement Plan · $5M · 190 · 45th

  • ASSETS $5M
  • ASSETS 190
  • ASSETS 45th
  • ASSETS 401(k)
  • ASSETS near Midwest Elastomers Inc 401(k) Plan
  • ASSETS ind #8747

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 Arizona →

Changepoint Retirement Plan in the asset neighbourhood

Changepoint Retirement Plan$5MMidwest Elastomers Inc 401(k) PlanMidwest Elastomers Inc 401(k…$5MMeda Retirement Savings Plan$5MAllied Employer Group 401(k) Retirement PlanAllied Employer Group 401(k)…$5MShoreline Fruit, LLC 401(k) PlanShoreline Fruit, LLC 401(k) …$5M
End-of-year total assets ($M) among Changepoint Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arizona filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$644K
Employer EIN860215065
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Changepoint Integrated Health)

Sponsor-wide plan assets over time

All Changepoint Integrated Health plans reported in each filing year

Latest sponsor-wide plan assets
$6M 30.359715226439928% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M$6.5M 202220232024 $4.61M $6.01M ▲ +30.4%
Year Plans Participants Total Assets
2022 1 168 $5M
2023 1 190 $5M
2024 1 208 $6M

Nearby 401(k) Plans in Arizona

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

Changepoint Retirement Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Changepoint Retirement Plan, Total assets ($B): 0.005254435 · Participants: 190Changepoint Retirement PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Changepoint Retirement Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Changepoint Retirement Plan side-by-side with 3 peers →

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

Outside Arizona, the nearest 401(k) by assets is Midwest Elastomers Inc 401(k) Plan in OH ($5M); by covered participants it is Nextpoint Group, LLC 401(k) Plan in VA (190 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (190 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 Changepoint Retirement Plan assets move in 2023? ▼
Changepoint Retirement Plan grew at a solid clip - up 14.0% during 2023, from $5M to $5M. Reported net income was $644K.
How have Changepoint Integrated Health plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Changepoint Integrated Health's sponsor-wide assets grew 30.4%, from $5M to $6M.
Which 401(k) plans are similar in size to Changepoint Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Midwest Elastomers Inc 401(k) Plan in OH ($5M, 55 participants).
Which 401(k) plans cover a similar participant headcount to Changepoint Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nextpoint Group, LLC 401(k) Plan in VA (190 participants, $36M 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 860215065.

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.