401(k) · DOL Form 5500 · 2023

Healthplanone, LLC 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets: 1,418
Participants Near avg headcount: 70th
Percentile by assets National rank: $12,007
Avg per participant Low balance/head

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Official DOL plan name: Healthplanone, LLC 401(k) Plan · Sponsored by Healthplanone, LLC · Connecticut · Finance & Insurance

$17M in assets, 1,418 participants

Healthplanone, LLC's Healthplanone, LLC 401(k) Plan reported $17M in total assets and 1,418 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

#4,903 in Finance & Insurance (8,869 peers)

Healthplanone, LLC multi-year trail

Healthplanone, LLC's plans moved +79.4% in assets from 2022 to 2024; this filing shows Healthplanone, LLC 401(k) Plan at $17M / 1,418 participants.

#4,903
in Finance & Insurance (8,869 peers): +32.6%
assets growth YoY

Healthplanone, LLC 401(k) Plan's outsized position by total assets

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

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

$17,026,259 Top 30% higher than 70% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Healthplanone, LLC 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. Healthplanone, LLC 401(k) Plan lands in the large band (1,418 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Healthplanone, LLC 401(k) Plan reported net income rose from -$112K in the plan year 2022 filing to $4M in the plan year 2023 filing.
Healthplanone, LLC 401(k) Plan reported participants rose from 971 in the plan year 2022 filing to 1,418 in the plan year 2023 filing.
Healthplanone, LLC 401(k) Plan end-of-year assets rose from $13M in the plan year 2022 filing to $17M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 204098658 · Healthplanone, LLC PY 2023 · 401(k)

Healthplanone, LLC 401(k) Plan · $17M · 1,418 · 70th

PART $17M
TYPE 1,418
NET 70th
BOOK 401(k)
VS-ST near Stoneage 401(k) Retirement Plan
BOY ind #4903

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 Connecticut →

End-of-year total assets ($M) among Healthplanone, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Healthplanone, LLC multi-year asset trail

Latest sponsor-wide plan assets: $23M 79.36066589591918% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	971	$13M
2023	1	1,418	$17M
2024	1	1,949	$23M

Healthplanone, LLC filing trail (2023)

Total Assets (Beginning of Year)	$13M
Net Assets (End of Year)	$17M
Net Income	$4M
Employer EIN	204098658
Plan Effective Date	2010-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Connecticut

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

Healthplanone, LLC 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants

Rtx Savings Plan $52.8B · 123,037
Citi Retirement Savings Plan $20.7B · 77,865
The Hartford Investment and Savings Plan $6.5B · 18,377
Xerox Corporation Savings Plan $3.9B · 10,291
Eversource 401(k) Plan $3.8B · 9,504

Compare Healthplanone, LLC 401(k) Plan side-by-side with 3 peers →

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

Outside Connecticut, the nearest 401(k) by assets is Stoneage 401(k) Retirement Plan in CO ($17M); by covered participants it is A.P. Plasman Employee 401(k) Plan in AL (1,418 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Stoneage 401(k) Retirement Plan (CO) $17M · 154
Stoneage 401(k) Retirement Plan (CO) $17M · 154
Microwave Engineering Corp 401(k) Profit Sharing Plan & Trust (MA) $17M · 85
Gold Coast Constructors, Inc. 401(k) Plan (LA) $17M · 136

Similar participant headcount

Nearest other-state filings by covered participants (1,418 participants); asset peers above are excluded.

A.P. Plasman Employee 401(k) Plan (AL) 1,418 · 0 off
Darcars Employees 401(k) Plan (MD) 1,418 · 0 off
P & C Group Deferred Savings Plan (MI) 1,418 · 0 off
Realmanage, LLC 401(k) Plan (TX) 1,418 · 0 off

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 Healthplanone, LLC 401(k) Plan assets move in 2023? ▼

Healthplanone, LLC 401(k) Plan surged - up 32.6% during 2023, from $13M to $17M. Reported net income was $4M.

How have Healthplanone, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Healthplanone, LLC's sponsor-wide assets grew 79.4%, from $13M to $23M.

Which 401(k) plans are similar in size to Healthplanone, LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Stoneage 401(k) Retirement Plan in CO ($17M, 154 participants).

Which 401(k) plans cover a similar participant headcount to Healthplanone, LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is A.P. Plasman Employee 401(k) Plan in AL (1,418 participants, $25M 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 204098658.