401(k) · DOL Form 5500 · 2023

Zhealth Documentation, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
16
Participants Small participant base
30th
Percentile by assets National rank
$119,923
Avg per participant Near avg balance/head
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Official DOL plan name: Zhealth Documentation, LLC 401(k) Plan · Sponsored by Zhealth Documentation, LLC · Tennessee · Professional & Technical Services

$2M in assets, 16 participants

Zhealth Documentation, LLC's Zhealth Documentation, LLC 401(k) Plan reported $2M in total assets and 16 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #5,238 in Professional & Technical Services (20,321 peers)

Zhealth Documentation, LLC multi-year trail

Zhealth Documentation, LLC's plans moved +66.9% in assets from 2022 to 2024; this filing shows Zhealth Documentation, LLC 401(k) Plan at $2M / 16 participants.

#5,238
in Professional & Technical Services (20,321 peers)
+33.0%
assets growth YoY

Zhealth Documentation, LLC 401(k) Plan among the smaller filed plans by assets

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

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

$1,918,760 30th percentile higher than 30% 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 Documentation, LLC 401(k) 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 Documentation, LLC 401(k) Plan is a small filing (16 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Zhealth Documentation, LLC 401(k) Plan reported net income rose from -$76K in the plan year 2022 filing to $476K in the plan year 2023 filing.
  • Zhealth Documentation, LLC 401(k) Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 465284168 · Zhealth Documentation, LLC PY 2023 · 401(k)

Zhealth Documentation, LLC 401(k) Plan · $2M · 16 · 30th

  • RANK $2M
  • PHOTO 16
  • IND 30th
  • EOY 401(k)
  • 5500 near Third Sector Intelligence, Inc. 401(k) Plan
  • ASSETS ind #5238

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 Documentation, LLC 401(k) Plan in the asset neighbourhood

Zhealth Documentation, LLC 401(k) PlanZhealth Documentation, LLC 4…$2MThird Sector Intelligence, Inc. 401(k) PlanThird Sector Intelligence, I…$2MAtlantis Trading Corporation 401(k) Savings PlanAtlantis Trading Corporation…$2MMad Dog Video, Inc. Employees Profit Sharing PlanMad Dog Video, Inc. Employee…$2MCivicom 401(k) Plan$2M
End-of-year total assets ($M) among Zhealth Documentation, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Zhealth Documentation, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Zhealth Documentation, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 66.91806969052617% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M$3M 202220232024 $1.44M $2.41M ▲ +67.4%
Year Plans Participants Total Assets
2022 1 16 $1M
2023 1 16 $2M
2024 1 16 $2M

Zhealth Documentation, LLC filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$476K
Employer EIN465284168
Plan Effective Date2016-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Tennessee

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

Zhealth Documentation, LLC 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Zhealth Documentation, LLC 401(k) Plan, Total assets ($B): 0.00191876 · Participants: 16Zhealth Documentation, LLC 401(k) 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 Documentation, LLC 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Zhealth Documentation, LLC 401(k) Plan side-by-side with 3 peers →

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

Outside Tennessee, the nearest 401(k) by assets is Third Sector Intelligence, Inc. 401(k) Plan in WA ($2M); by covered participants it is Surgical Associates of La Jolla Medical Group Inc. Profit Sharing Plan in CA (16 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (16 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 Documentation, LLC 401(k) Plan assets move in 2023? ▼
Zhealth Documentation, LLC 401(k) Plan surged - up 33.0% during 2023, from $1M to $2M. Reported net income was $476K.
How have Zhealth Documentation, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Zhealth Documentation, LLC's sponsor-wide assets grew 66.9%, from $1M to $2M.
Which 401(k) plans are similar in size to Zhealth Documentation, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Third Sector Intelligence, Inc. 401(k) Plan in WA ($2M, 17 participants).
Which 401(k) plans cover a similar participant headcount to Zhealth Documentation, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Surgical Associates of La Jolla Medical Group Inc. Profit Sharing Plan in CA (16 participants, $5M 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 465284168.

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.