401(k) · DOL Form 5500 · 2023

Juniper Health, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets: 150
Participants Small participant base: 43rd
Percentile by assets National rank: $30,659
Avg per participant Low balance/head

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Official DOL plan name: Juniper Health Retirement Plan · Sponsored by Juniper Health, Inc. · Kentucky · Healthcare & Social Assistance

$5M in assets, 150 participants

Juniper Health, Inc.'s Juniper Health Retirement Plan reported $5M in total assets and 150 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

#8,183 in Healthcare & Social Assistance (17,684 peers)

Coverage in Kentucky

Juniper Health Retirement Plan covers 150 participants in Kentucky, about 23% of the average Kentucky filer (state average ~647 per filing). Assets: $5M.

#8,183
in Healthcare & Social Assistance (17,684 peers): +33.4%
assets growth YoY

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

Juniper Health Retirement Plan vs every filed plan by assets

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

$4,598,862 43rd percentile higher than 43% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Juniper Health 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. Juniper Health Retirement Plan sits mid-pack in the medium band (150 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Juniper Health Retirement Plan reported net income rose from -$118K in the plan year 2022 filing to $1M in the plan year 2023 filing.
Juniper Health Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
Juniper Health Retirement Plan reported participants rose from 137 in the plan year 2022 filing to 150 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 043779582 · Juniper Health, Inc. PY 2023 · 401(k)

Juniper Health Retirement Plan · $5M · 150 · 43rd

EIN $5M
RANK 150
PHOTO 43rd
IND 401(k)
EOY near Richard Grubb & Associates 401(k) Plan
5500 ind #8183

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 Kentucky →

End-of-year total assets ($M) among Juniper Health Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kentucky filing particulars

Total Assets (Beginning of Year)	$3M
Net Assets (End of Year)	$5M
Net Income	$1M
Employer EIN	043779582
Plan Effective Date	2019-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Juniper Health, Inc.)

Latest sponsor-wide plan assets: $6M 61.44922651376008% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	137	$3M
2023	1	150	$5M
2024	1	163	$6M

Nearby 401(k) Plans in Kentucky

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

Juniper Health Retirement Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants

Commonspirit Health 401(k) Retirement Savings Plan $7.9B · 86,688
Humana Retirement Savings Plan $7.4B · 45,938
UPS/Ipa 401(k) Savings Plan $1.3B · 3,159
Scionhealth 401(k) Plan $1.2B · 33,226
Lexmark Savings Plan $1.2B · 1,968

Compare Juniper Health Retirement Plan side-by-side with 3 peers →

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

Outside Kentucky, the nearest 401(k) by assets is Richard Grubb & Associates 401(k) Plan in NJ ($5M); by covered participants it is San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust in CA (150 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

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

Richard Grubb & Associates 401(k) Plan (NJ) $5M · 61
Van Kirk Brothers Contracting 401(k) Plan (NE) $5M · 87
Dashco, Inc. Retirement Plan (VA) $5M · 7
Arizona Country Club Retirement Savings Plan (AZ) $5M · 135

Similar participant headcount

Nearest other-state filings by covered participants (150 participants); asset peers above are excluded.

San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust (CA) 150 · 0 off
Infovista 401(k) Retirement Plan (MA) 150 · 0 off
Jones Edmunds & Associates, Inc. 401(k) Plan (FL) 150 · 0 off
Boro 401(k) Plan (TX) 150 · 0 off

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 Juniper Health Retirement Plan assets move in 2023? ▼

Juniper Health Retirement Plan surged - up 33.4% during 2023, from $3M to $5M. Reported net income was $1M.

How have Juniper Health, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Juniper Health, Inc.'s sponsor-wide assets grew 61.4%, from $3M to $6M.

Which 401(k) plans are similar in size to Juniper Health Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Richard Grubb & Associates 401(k) Plan in NJ ($5M, 61 participants).

Which 401(k) plans cover a similar participant headcount to Juniper Health Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust in CA (150 participants, $867K 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 043779582.