401(k) · DOL Form 5500 · 2023
Healthcare Partners Investments, LLC 401(k) Plan
Data updated 2026-08-25
- $84M
- Total assets Below avg plan size
- 1,145
- Participants Near avg headcount
- 90th
- Percentile by assets National rank
- $73,268
- Avg per participant Below avg balance/head
Official DOL plan name: Healthcare Partners Investments, LLC 401(k) Profit Sharing Plan · Sponsored by Healthcare Partners Investments, LLC · Oklahoma · Healthcare & Social Assistance
$84M in assets, 1,145 participants
Healthcare Partners Investments, LLC's Healthcare Partners Investments, LLC 401(k) Profit Sharing Plan reported $84M in total assets and 1,145 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.
- #16,163 in Healthcare & Social Assistance (17,684 peers)
Where Healthcare Partners Investments, LLC 401(k) Profit Sharing Plan sits by assets
Healthcare Partners Investments, LLC 401(k) Profit Sharing Plan sits in the top 10% of all filed plans by assets, $84M for 1,145 participants (~$73,268/participant), up 18.0% in 2023.
- #16,163
- in Healthcare & Social Assistance (17,684 peers)
- +18.0%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Healthcare Partners Investments, LLC 401(k) Profit Sharing Plan's outsized position by total assets
Healthcare Partners Investments, LLC 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$83,891,560 Top 10% higher than 90% 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
Healthcare Partners Investments, LLC 401(k) Profit Sharing Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Healthcare Partners Investments, LLC 401(k) Profit Sharing Plan lands in the large band (1,145 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Healthcare Partners Investments, LLC 401(k) Profit Sharing Plan reported net income rose from -$14M in the plan year 2022 filing to $13M in the plan year 2023 filing.
- Healthcare Partners Investments, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $71M in the plan year 2022 filing to $84M in the plan year 2023 filing.
- Healthcare Partners Investments, LLC 401(k) Profit Sharing Plan reported participants fell from 1,191 in the plan year 2022 filing to 1,145 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 651233477 · Healthcare Partners Investments, LLC PY 2023 · 401(k)
Healthcare Partners Investments, LLC 401(k) Profit Sharing Plan · $84M · 1,145 · 90th
- RANK $84M
- RANK 1,145
- RANK 90th
- RANK 401(k)
- RANK near Lmi Aerospace, Inc. Profit Sharing and Savings Plan and Trust
- RANK ind #16163
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 Oklahoma →
Healthcare Partners Investments, LLC 401(k) Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $71M |
|---|---|
| Net Assets (End of Year) | $84M |
| Net Income | $13M |
| Employer EIN | 651233477 |
| Plan Effective Date | 1997-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Healthcare Partners Investments, LLC)
Sponsor-wide plan assets over time
All Healthcare Partners Investments, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,191 | $71M |
| 2023 | 1 | 1,145 | $84M |
| 2024 | 1 | 1,132 | N/A |
Nearby 401(k) Plans in Oklahoma
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Quiktrip Corporation Retirement Plan $4.2B · 11,746
- The Williams Investment Plus Plan $1.7B · 5,041
- Oneok, Inc. 401(k) Plan $1.2B · 2,965
- Bok Financial 401(k) Plan $1.0B · 4,766
- Devon Energy Corporation Incentive Savings Plan $933M · 1,858
Healthcare Partners Investments, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Oklahoma, the nearest 401(k) by assets is Lmi Aerospace, Inc. Profit Sharing and Savings Plan and Trust in MO ($84M); by covered participants it is Innovative Emergency Management, Inc. Retirement Savings Plan in NC (1,145 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($84M here).
- Lmi Aerospace, Inc. Profit Sharing and Savings Plan and Trust (MO) $84M · 1,373
- Steelfab, Inc. Profit Sharing and 401(k) Plan (NC) $84M · 1,673
- Affinity Plus 401(k) Retirement Plan (MN) $84M · 596
- Klx Energy Services 401(k) Plan (TX) $84M · 1,750
Similar participant headcount
Nearest other-state filings by covered participants (1,145 participants); asset peers above are excluded.
- Innovative Emergency Management, Inc. Retirement Savings Plan (NC) 1,145 · 0 off
- Nez Perce Tribe Employees Retirement Plan (ID) 1,145 · 0 off
- Wawona Packing Company Retirement Savings Plan (CA) 1,145 · 0 off
- Dave's Fresh Marketplace Management, Inc. 401(k) Plan (RI) 1,146 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.