401(k) · DOL Form 5500 · 2023
Health Catalyst, Inc. 401(k) Plan
Data updated 2026-08-25
- $138M
- Total assets Near avg plan size
- 1,230
- Participants Near avg headcount
- 93rd
- Percentile by assets National rank
- $112,080
- Avg per participant Below avg balance/head
Official DOL plan name: Health Catalyst, Inc. 401(k) Plan · Sponsored by Health Catalyst, Inc. · Utah · Professional & Technical Services
$138M in assets, 1,230 participants
Health Catalyst, Inc.'s Health Catalyst, Inc. 401(k) Plan reported $138M in total assets and 1,230 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.
- #19,178 in Professional & Technical Services (20,321 peers)
Coverage in Utah
Health Catalyst, Inc. 401(k) Plan covers 1,230 participants in Utah, 2.1x the typical Utah plan (state average ~592 per filing). Assets: $138M.
- #19,178
- in Professional & Technical Services (20,321 peers)
- +28.1%
- assets growth YoY
- 1.4×
- vs typical plan assets (national mean)
Health Catalyst, Inc. 401(k) Plan's outsized position by total assets
Health Catalyst, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$137,858,099 Top 7% higher than 93% 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
Health Catalyst, Inc. 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. Health Catalyst, Inc. 401(k) Plan lands in the large band (1,230 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Health Catalyst, Inc. 401(k) Plan reported net income rose from -$7M in the plan year 2022 filing to $30M in the plan year 2023 filing.
- Health Catalyst, Inc. 401(k) Plan end-of-year assets rose from $108M in the plan year 2022 filing to $138M in the plan year 2023 filing.
- Health Catalyst, Inc. 401(k) Plan reported participants rose from 1,188 in the plan year 2022 filing to 1,230 in the plan year 2023 filing.
DOL schedule card
Filing strip 453337483 · Health Catalyst, Inc. PY 2023 · 401(k)
Health Catalyst, Inc. 401(k) Plan · $138M · 1,230 · 93rd
- BOOK $138M
- VS-ST 1,230
- BOY 93rd
- SCH 401(k)
- EBSA near Global Healthcare Exchange 401(k) and Defined Contribution Plan
- PART ind #19178
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 Utah →
Health Catalyst, Inc. 401(k) Plan in the asset neighbourhood
Utah filing particulars
| Total Assets (Beginning of Year) | $108M |
|---|---|
| Net Assets (End of Year) | $138M |
| Net Income | $30M |
| Employer EIN | 453337483 |
| Plan Effective Date | 2012-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Health Catalyst, Inc.)
Sponsor-wide plan assets over time
All Health Catalyst, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $159M 47.42467911046121% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,188 | $108M |
| 2023 | 1 | 1,230 | $138M |
| 2024 | 1 | 1,315 | $159M |
Nearby 401(k) Plans in Utah
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Intermountain Healthcare Savings Plus 401(k) Plan $6.0B · 46,680
- Deseret 401(k) Plan $5.5B · 24,292
- Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan $1.7B · 10,088
- Skywest, Inc. Employees' Retirement Plan $1.2B · 15,411
- Autoliv Asp, Inc. Employee Savings and Investment Plan $634M · 4,537
Health Catalyst, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Utah, the nearest 401(k) by assets is Global Healthcare Exchange 401(k) and Defined Contribution Plan in CO ($138M); by covered participants it is Kpff, Inc. 401(k) Plan in WA (1,230 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($138M here).
- Global Healthcare Exchange 401(k) and Defined Contribution Plan (CO) $138M · 1,117
- Vitol Inc. 401(k) Plan (TX) $138M · 353
- Berlin Packaging L.L.C. 401(k) Plan (IL) $138M · 999
- Specialized Bicycle Components, Inc. Profit Sharing Plan (CA) $138M · 871
Similar participant headcount
Nearest other-state filings by covered participants (1,230 participants); asset peers above are excluded.
- Kpff, Inc. 401(k) Plan (WA) 1,230 · 0 off
- Club Car 401(k) Plan (GA) 1,230 · 0 off
- Members 1st Federal Credit Union 401(k) Savings Plan (PA) 1,229 · 1 off
- Sirva Employee Savings Plan and Trust - 401(k) Plan (IL) 1,231 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.