401(k) · DOL Form 5500 · 2023

Quartz Health Solutions, Inc. 401(k) Plan

Data updated 2026-08-25

$108M
Total assets Near avg plan size
669
Participants Below avg headcount
92nd
Percentile by assets National rank
$161,661
Avg per participant Above avg balance/head
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Official DOL plan name: Quartz Health Solutions, Inc. 401(k) Plan · Sponsored by Quartz Health Solutions, Inc. · Wisconsin · Finance & Insurance

$108M in assets, 669 participants

Quartz Health Solutions, Inc.'s Quartz Health Solutions, Inc. 401(k) Plan reported $108M in total assets and 669 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #7,755 in Finance & Insurance (8,869 peers)

Where Quartz Health Solutions, Inc. 401(k) Plan sits by assets

Quartz Health Solutions, Inc. 401(k) Plan sits in the top 10% of all filed plans by assets, $108M for 669 participants (~$161,661/participant), up 17.9% in 2023.

#7,755
in Finance & Insurance (8,869 peers)
+17.9%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Quartz Health Solutions, Inc. 401(k) Plan's outsized position by total assets

Quartz Health Solutions, Inc. 401(k) Plan vs every filed plan by assets

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

$108,151,140 Top 8% higher than 92% 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

Quartz Health Solutions, Inc. 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. Quartz Health Solutions, Inc. 401(k) Plan sits mid-pack in the medium band (669 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Quartz Health Solutions, Inc. 401(k) Plan reported net income rose from -$21M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Quartz Health Solutions, Inc. 401(k) Plan end-of-year assets rose from $92M in the plan year 2022 filing to $108M in the plan year 2023 filing.
  • Quartz Health Solutions, Inc. 401(k) Plan reported participants fell from 770 in the plan year 2022 filing to 669 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 465710709 · Quartz Health Solutions, Inc. PY 2023 · 401(k)

Quartz Health Solutions, Inc. 401(k) Plan · $108M · 669 · 92nd

  • ASSETS $108M
  • ASSETS 669
  • ASSETS 92nd
  • ASSETS 401(k)
  • ASSETS near Murtha Cullina LLP Profit Sharing Retirement Plan
  • ASSETS ind #7755

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 Finance & Insurance retirement plans → · Plans in Wisconsin →

Quartz Health Solutions, Inc. 401(k) Plan in the asset neighbourhood

Quartz Health Solutions, Inc. 401(k) PlanQuartz Health Solutions, Inc…$108MMurtha Cullina LLP Profit Sharing Retirement PlanMurtha Cullina LLP Profit Sh…$108MViking Yacht Company Retirement Savings PlanViking Yacht Company Retirem…$108MSullivan & Worcester LLP Savings and Investment PlanSullivan & Worcester LLP Sav…$108MJ-W Power Company Employee Profit Sharing Trust and 401(k) PlanJ-W Power Company Employee P…$108M
End-of-year total assets ($M) among Quartz Health Solutions, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$92M
Net Assets (End of Year)$108M
Net Income$16M
Employer EIN465710709
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Quartz Health Solutions, Inc.)

Sponsor-wide plan assets over time

All Quartz Health Solutions, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$126M 37.34801215975744% vs 2022
2024 filing year
$80M$100M$120M$140M 202220232024 $91.8M $126M ▲ +37.4%
Year Plans Participants Total Assets
2022 1 770 $92M
2023 1 669 $108M
2024 1 713 $126M

Nearby 401(k) Plans in Wisconsin

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

Quartz Health Solutions, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Quartz Health Solutions, Inc. 401(k) Plan, Total assets ($B): 0.10815114 · Participants: 669Quartz Health Solutions, Inc. 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Quartz Health Solutions, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Quartz Health Solutions, Inc. 401(k) Plan side-by-side with 3 peers →

Quartz Health Solutions, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Murtha Cullina LLP Profit Sharing Retirement Plan in CT ($108M); by covered participants it is Freeman Investment Company, L.P. 401(k) Plan in TX (669 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (669 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 Quartz Health Solutions, Inc. 401(k) Plan assets move in 2023? ▼
Quartz Health Solutions, Inc. 401(k) Plan grew sharply - up 17.9% during 2023, from $92M to $108M. Reported net income was $16M.
How have Quartz Health Solutions, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Quartz Health Solutions, Inc.'s sponsor-wide assets grew 37.3%, from $92M to $126M.
Where does Quartz Health Solutions, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Quartz Health Solutions, Inc. 401(k) Plan ranks in the 92nd 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 Quartz Health Solutions, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Murtha Cullina LLP Profit Sharing Retirement Plan in CT ($108M, 139 participants).
Which 401(k) plans cover a similar participant headcount to Quartz Health Solutions, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Freeman Investment Company, L.P. 401(k) Plan in TX (669 participants, $25M 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 465710709.

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.