401(k) · DOL Form 5500 · 2023

Zhealth, LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
12
Participants Small participant base
44th
Percentile by assets National rank
$413,676
Avg per participant High balance/head
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Official DOL plan name: Zhealth, LLC 401(k) Profit Sharing Plan · Sponsored by Zhealth, LLC · Tennessee · Professional & Technical Services

$5M in assets, 12 participants

Zhealth, LLC's Zhealth, LLC 401(k) Profit Sharing Plan reported $5M in total assets and 12 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.

  • #8,534 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Zhealth, LLC 401(k) Profit Sharing Plan holds $5M for 12 participants - about $413,676 per participant, in the lower half of filed plans by assets.

#8,534
in Professional & Technical Services (20,321 peers)
+2.4%
assets growth YoY

Zhealth, LLC 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Zhealth, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$4,964,114 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

Zhealth, LLC 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Zhealth, LLC 401(k) Profit Sharing Plan is a small filing (12 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Zhealth, LLC 401(k) Profit Sharing Plan reported net income fell from $2M in the plan year 2022 filing to $115K in the plan year 2023 filing.
  • Zhealth, LLC 401(k) Profit Sharing Plan reported participants fell from 13 in the plan year 2022 filing to 12 in the plan year 2023 filing.
  • Zhealth, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 621838821 · Zhealth, LLC PY 2023 · 401(k)

Zhealth, LLC 401(k) Profit Sharing Plan · $5M · 12 · 44th

  • TYPE $5M
  • NET 12
  • BOOK 44th
  • VS-ST 401(k)
  • BOY near A.K.a. Brands 401(k) Plan
  • SCH ind #8534

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 Tennessee →

Zhealth, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Zhealth, LLC 401(k) Profit Sharing PlanZhealth, LLC 401(k) Profit S…$5MA.K.a. Brands 401(k) Plan$5MJack Schroeder and Associates, LLC 401 (K) PlanJack Schroeder and Associate…$5MThe Eye Group of Southern Indiana, LLC 401(k) Profit Sharing PlanThe Eye Group of Southern In…$5MRowan, Incorporated 401(k) Ps PlanRowan, Incorporated 401(k) P…$5M
End-of-year total assets ($M) among Zhealth, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$115K
Employer EIN621838821
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Zhealth, LLC)

Sponsor-wide plan assets over time

All Zhealth, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 9.907471077085185% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M 202220232024 $5.57M $6.12M ▲ +9.9%
Year Plans Participants Total Assets
2022 2 25 $6M
2023 2 23 $5M
2024 2 26 $6M

Nearby 401(k) Plans in Tennessee

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

Zhealth, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Zhealth, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.004964114 · Participants: 12Zhealth, LLC 401(k) Profit Sharing PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
Zhealth, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Zhealth, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Zhealth, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is A.K.a. Brands 401(k) Plan in CA ($5M); by covered participants it is Maryland Home Care Solutions Retirement Plan in MD (12 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (12 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 Zhealth, LLC 401(k) Profit Sharing Plan assets move in 2023? ▼
Zhealth, LLC 401(k) Profit Sharing Plan edged up modestly - up 2.4% during 2023, from $5M to $5M. Reported net income was $115K.
How have Zhealth, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Zhealth, LLC's sponsor-wide assets grew 9.9%, from $6M to $6M.
Which 401(k) plans are similar in size to Zhealth, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is A.K.a. Brands 401(k) Plan in CA ($5M, 240 participants).
Which 401(k) plans cover a similar participant headcount to Zhealth, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Maryland Home Care Solutions Retirement Plan in MD (12 participants, $2M 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 621838821.

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.