401(k) · DOL Form 5500 · 2023

Adherehealth, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
138
Participants Small participant base
29th
Percentile by assets National rank
$12,714
Avg per participant Low balance/head
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Official DOL plan name: Adherehealth, LLC 401(k) Plan · Sponsored by Adherehealth, LLC · Tennessee · Healthcare & Social Assistance

$2M in assets, 138 participants

Adherehealth, LLC's Adherehealth, LLC 401(k) Plan reported $2M in total assets and 138 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #4,760 in Healthcare & Social Assistance (17,684 peers)

Coverage in Tennessee

Adherehealth, LLC 401(k) Plan covers 138 participants in Tennessee, about 12% of the average Tennessee filer (state average ~1,126 per filing). Assets: $2M.

#4,760
in Healthcare & Social Assistance (17,684 peers)
+17.1%
assets growth YoY

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

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

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

$1,754,530 29th percentile higher than 29% 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

Adherehealth, LLC 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. Adherehealth, LLC 401(k) Plan sits mid-pack in the medium band (138 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Adherehealth, LLC 401(k) Plan reported net income rose from -$3K in the plan year 2022 filing to $257K in the plan year 2023 filing.
  • Adherehealth, LLC 401(k) Plan reported participants fell from 419 in the plan year 2022 filing to 138 in the plan year 2023 filing.
  • Adherehealth, LLC 401(k) Plan end-of-year assets fell from $3M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 205225915 · Adherehealth, LLC PY 2023 · 401(k)

Adherehealth, LLC 401(k) Plan · $2M · 138 · 29th

  • RANK $2M
  • RANK 138
  • RANK 29th
  • RANK 401(k)
  • RANK near Intech Employees' Savings and Retirement Plan 1165(e)
  • RANK ind #4760

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 Tennessee →

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

Adherehealth, LLC 401(k) Plan$2MIntech Employees' Savings and Retirement Plan 1165(e)Intech Employees' Savings an…$2MCatalyst Nexus Inc. 401(k) PlanCatalyst Nexus Inc. 401(k) P…$2MCarolina Knife and Manufacturing, Inc.401(k) PlanCarolina Knife and Manufactu…$2MGlobal Accounting Services Cpa P.C. 401(k) Profit Sharing PlanGlobal Accounting Services C…$2M
End-of-year total assets ($M) among Adherehealth, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$257K
Employer EIN205225915
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Adherehealth, LLC)

Sponsor-wide plan assets over time

All Adherehealth, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 68.17961623023548% vs 2022
2023 filing year
$2M$3M$4M$5M$6M 20222023 $3.19M $5.36M ▲ +68.0%
Year Plans Participants Total Assets
2022 1 419 $3M
2023 2 604 $5M

Nearby 401(k) Plans in Tennessee

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

Adherehealth, LLC 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Adherehealth, LLC 401(k) Plan, Total assets ($B): 0.00175453 · Participants: 138Adherehealth, 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
Adherehealth, LLC 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Adherehealth, LLC 401(k) Plan side-by-side with 3 peers →

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

Outside Tennessee, the nearest 401(k) by assets is Intech Employees' Savings and Retirement Plan 1165(e) in PR ($2M); by covered participants it is Pmt Group, Inc. Profit Sharing 401(k) Plan in CT (138 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (138 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 Adherehealth, LLC 401(k) Plan assets move in 2023? ▼
Adherehealth, LLC 401(k) Plan grew sharply - up 17.1% during 2023, from $1M to $2M. Reported net income was $257K.
How have Adherehealth, LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Adherehealth, LLC's sponsor-wide assets grew 68.2%, from $3M to $5M.
Which 401(k) plans are similar in size to Adherehealth, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Intech Employees' Savings and Retirement Plan 1165(e) in PR ($2M, 34 participants).
Which 401(k) plans cover a similar participant headcount to Adherehealth, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pmt Group, Inc. Profit Sharing 401(k) Plan in CT (138 participants, $28M 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 205225915.

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.