401(k) · DOL Form 5500 · 2023

Sovereign Healthcare Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
4,021
Participants Above avg headcount
78th
Percentile by assets National rank
$7,039
Avg per participant Low balance/head
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Official DOL plan name: Sovereign Healthcare 401(k) Plan · Sponsored by Sovereign Healthcare Holdings, LLC · Florida · Healthcare & Social Assistance

$28M in assets, 4,021 participants

Sovereign Healthcare Holdings, LLC's Sovereign Healthcare 401(k) Plan reported $28M in total assets and 4,021 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #14,447 in Healthcare & Social Assistance (17,684 peers)

Coverage in Florida

Sovereign Healthcare 401(k) Plan covers 4,021 participants in Florida, 6.4x the typical Florida plan (state average ~628 per filing). Assets: $28M.

#14,447
in Healthcare & Social Assistance (17,684 peers)
+20.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Sovereign Healthcare 401(k) Plan's outsized position by total assets

Sovereign Healthcare 401(k) Plan vs every filed plan by assets

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

$28,301,885 Top 22% higher than 78% 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

Sovereign Healthcare 401(k) 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. Sovereign Healthcare 401(k) Plan lands in the large band (4,021 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sovereign Healthcare 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Sovereign Healthcare 401(k) Plan end-of-year assets rose from $23M in the plan year 2022 filing to $28M in the plan year 2023 filing.
  • Sovereign Healthcare 401(k) Plan reported participants rose from 3,826 in the plan year 2022 filing to 4,021 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 200101170 · Sovereign Healthcare Holdings, LLC PY 2023 · 401(k)

Sovereign Healthcare 401(k) Plan · $28M · 4,021 · 78th

  • EBSA $28M
  • EBSA 4,021
  • EBSA 78th
  • EBSA 401(k)
  • EBSA near Halocarbon 401(k) Plan
  • EBSA ind #14447

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 Florida →

Sovereign Healthcare 401(k) Plan in the asset neighbourhood

Sovereign Healthcare 401(k) PlanSovereign Healthcare 401(k) …$28MHalocarbon 401(k) Plan$28MDaversa Partners, Inc. 401(k) Profit Sharing PlanDaversa Partners, Inc. 401(k…$28MBeitzel Group 401(k) Plan$28MDruva Inc. Retirement Plan$28M
End-of-year total assets ($M) among Sovereign Healthcare 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$28M
Net Income$5M
Employer EIN200101170
Plan Effective Date2005-08-04
Filing StatusFILING RECEIVED

Sponsor Plan History (Sovereign Healthcare Holdings, LLC)

Sponsor-wide plan assets over time

All Sovereign Healthcare Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$31M 32.87360846114047% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $23.5M $31.2M ▲ +32.9%
Year Plans Participants Total Assets
2022 1 3,826 $23M
2023 1 4,021 $28M
2024 1 4,437 $31M

Nearby 401(k) Plans in Florida

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

Sovereign Healthcare 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Sovereign Healthcare 401(k) Plan, Total assets ($B): 0.028301885 · Participants: 4021Sovereign Healthcare 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Sovereign Healthcare 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Sovereign Healthcare 401(k) Plan side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is Halocarbon 401(k) Plan in GA ($28M); by covered participants it is Hf Sinclair Corporation 401(k) Retirement Savings Plan in TX (4,019 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($28M here).

Similar participant headcount

Nearest other-state filings by covered participants (4,021 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 Sovereign Healthcare 401(k) Plan assets move in 2023? ▼
Sovereign Healthcare 401(k) Plan grew sharply - up 20.5% during 2023, from $23M to $28M. Reported net income was $5M.
How have Sovereign Healthcare Holdings, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sovereign Healthcare Holdings, LLC's sponsor-wide assets grew 32.9%, from $23M to $31M.
Where does Sovereign Healthcare 401(k) Plan rank by assets among Form 5500 filers? ▼
Sovereign Healthcare 401(k) Plan ranks in the 78th 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 Sovereign Healthcare 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Halocarbon 401(k) Plan in GA ($28M, 163 participants).
Which 401(k) plans cover a similar participant headcount to Sovereign Healthcare 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hf Sinclair Corporation 401(k) Retirement Savings Plan in TX (4,019 participants, $1.0B 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 200101170.

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.