401(k) · DOL Form 5500 · 2023

Solera Health 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
118
Participants Small participant base
44th
Percentile by assets National rank
$41,608
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Solera Health 401(k) Plan · Sponsored by Solera Health · Arizona · Professional & Technical Services

$5M in assets, 118 participants

Solera Health's Solera Health 401(k) Plan reported $5M in total assets and 118 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #8,490 in Professional & Technical Services (20,321 peers)

Coverage in Arizona

Solera Health 401(k) Plan covers 118 participants in Arizona, about 21% of the average Arizona filer (state average ~564 per filing). Assets: $5M.

#8,490
in Professional & Technical Services (20,321 peers)
+40.7%
assets growth YoY

Solera Health 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

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

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

$4,909,712 44th percentile higher than 44% 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

Solera Health 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. Solera Health 401(k) Plan sits mid-pack in the medium band (118 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Solera Health 401(k) Plan reported net income rose from -$69K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Solera Health 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Solera Health 401(k) Plan reported participants rose from 85 in the plan year 2022 filing to 118 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 475298764 · Solera Health PY 2023 · 401(k)

Solera Health 401(k) Plan · $5M · 118 · 44th

  • NET $5M
  • NET 118
  • NET 44th
  • NET 401(k)
  • NET near Aquafil O'mara, Inc. 401(k) Profit Sharing Plan and Trust
  • NET ind #8490

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 Professional & Technical Services retirement plans → · Plans in Arizona →

Solera Health 401(k) Plan in the asset neighbourhood

Solera Health 401(k) Plan$5MAquafil O'mara, Inc. 401(k) Profit Sharing Plan and TrustAquafil O'mara, Inc. 401(k) …$5MRetail Merchandising Services, Inc. 401(k) PlanRetail Merchandising Service…$5MLondon Fischer LLP Savings Plan for AssociatesLondon Fischer LLP Savings P…$5MLmc Industries Inc. Retirement PlanLmc Industries Inc. Retireme…$5M
End-of-year total assets ($M) among Solera Health 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arizona filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN475298764
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Solera Health)

Sponsor-wide plan assets over time

All Solera Health plans reported in each filing year

Latest sponsor-wide plan assets
$5M 40.65528581197668% vs 2022
2023 filing year
$3M$3.5M$4M$4.5M$5M$5.5M 20222023 $3.49M $4.91M ▲ +40.7%
Year Plans Participants Total Assets
2022 1 85 $3M
2023 2 218 $5M

Nearby 401(k) Plans in Arizona

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

Solera Health 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Solera Health 401(k) Plan, Total assets ($B): 0.004909712 · Participants: 118Solera Health 401(k) 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
Solera Health 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Solera Health 401(k) Plan side-by-side with 3 peers →

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

Outside Arizona, the nearest 401(k) by assets is Aquafil O'mara, Inc. 401(k) Profit Sharing Plan and Trust in NC ($5M); by covered participants it is Ensign Natural Resources 401(k) Plan in TX (118 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (118 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 Solera Health 401(k) Plan assets move in 2023? ▼
Solera Health 401(k) Plan surged - up 40.7% during 2023, from $3M to $5M. Reported net income was $1M.
How have Solera Health plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Solera Health's sponsor-wide assets grew 40.7%, from $3M to $5M.
Which 401(k) plans are similar in size to Solera Health 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Aquafil O'mara, Inc. 401(k) Profit Sharing Plan and Trust in NC ($5M, 126 participants).
Which 401(k) plans cover a similar participant headcount to Solera Health 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ensign Natural Resources 401(k) Plan in TX (118 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 475298764.

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.