401(k) · DOL Form 5500 · 2023

Collectivehealth, Inc 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
795
Participants Near avg headcount
79th
Percentile by assets National rank
$37,246
Avg per participant Low balance/head
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Official DOL plan name: Collective Health 401(k) Plan · Sponsored by Collectivehealth, Inc · California · Finance & Insurance

$30M in assets, 795 participants

Collectivehealth, Inc's Collective Health 401(k) Plan reported $30M in total assets and 795 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #6,017 in Finance & Insurance (8,869 peers)

Where Collective Health 401(k) Plan sits by assets

Collective Health 401(k) Plan sits in the top quartile of all filed plans by assets, $30M for 795 participants (~$37,246/participant), up 34.9% in 2023.

#6,017
in Finance & Insurance (8,869 peers)
+34.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Collective Health 401(k) Plan's outsized position by total assets

Collective Health 401(k) Plan vs every filed plan by assets

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

$29,610,454 Top 21% higher than 79% 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

Collective Health 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. Collective Health 401(k) Plan sits mid-pack in the medium band (795 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Collective Health 401(k) Plan reported net income rose from $263K in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Collective Health 401(k) Plan end-of-year assets rose from $22M in the plan year 2022 filing to $30M in the plan year 2023 filing.
  • Collective Health 401(k) Plan reported participants rose from 693 in the plan year 2022 filing to 795 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 463985383 · Collectivehealth, Inc PY 2023 · 401(k)

Collective Health 401(k) Plan · $30M · 795 · 79th

  • NET $30M
  • NET 795
  • NET 79th
  • NET 401(k)
  • NET near Evans Griffiths & Hart, Inc. Profit Sharing and 401(k) Plan and Trust
  • NET ind #6017

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 California →

Collective Health 401(k) Plan in the asset neighbourhood

Collective Health 401(k) Plan$30MEvans Griffiths & Hart, Inc. Profit Sharing and 401(k) Plan and TrustEvans Griffiths & Hart, Inc.…$30MAlexander & Associates Co. Profit Sharing and 401(k) PlanAlexander & Associates Co. P…$30MAvox Systems 401(k) Plan$30MSterling and Francine Clark Art Institute DC PlanSterling and Francine Clark …$30M
End-of-year total assets ($M) among Collective Health 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)$22M
Net Assets (End of Year)$30M
Net Income$8M
Employer EIN463985383
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Collectivehealth, Inc)

Sponsor-wide plan assets over time

All Collectivehealth, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$37M 68.79122008162587% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $22M $37.1M ▲ +68.8%
Year Plans Participants Total Assets
2022 1 693 $22M
2023 1 795 $30M
2024 1 757 $37M

Nearby 401(k) Plans in California

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

Collective Health 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Collective Health 401(k) Plan, Total assets ($B): 0.029610454 · Participants: 795Collective Health 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Collective Health 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Collective Health 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Evans Griffiths & Hart, Inc. Profit Sharing and 401(k) Plan and Trust in MA ($30M); by covered participants it is Trussway 401(k) Plan in TX (795 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (795 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 Collective Health 401(k) Plan assets move in 2023? ▼
Collective Health 401(k) Plan surged - up 34.9% during 2023, from $22M to $30M. Reported net income was $8M.
How have Collectivehealth, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Collectivehealth, Inc's sponsor-wide assets grew 68.8%, from $22M to $37M.
Where does Collective Health 401(k) Plan rank by assets among Form 5500 filers? ▼
Collective Health 401(k) Plan ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Collective Health 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Evans Griffiths & Hart, Inc. Profit Sharing and 401(k) Plan and Trust in MA ($30M, 12 participants).
Which 401(k) plans cover a similar participant headcount to Collective Health 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Trussway 401(k) Plan in TX (795 participants, N/A 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 463985383.

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.