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
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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

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

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.

See the national 2022→2023 release diff →

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

Global Healthcare Exchange 401(k) and Defined Contribution PlanGlobal Healthcare Exchange 4…$138MHealth Catalyst, Inc. 401(k) PlanHealth Catalyst, Inc. 401(k)…$138MVitol Inc. 401(k) Plan$138MBerlin Packaging L.L.C. 401(k) PlanBerlin Packaging L.L.C. 401(…$138MSpecialized Bicycle Components, Inc. Profit Sharing PlanSpecialized Bicycle Componen…$138M
End-of-year total assets ($M) among Health Catalyst, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Utah filing particulars

Total Assets (Beginning of Year)$108M
Net Assets (End of Year)$138M
Net Income$30M
Employer EIN453337483
Plan Effective Date2012-01-01
Filing StatusFILING 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
$100M$120M$140M$160M$180M 202220232024 $108M $159M ▲ +47.4%
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.

Health Catalyst, Inc. 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Health Catalyst, Inc. 401(k) Plan, Total assets ($B): 0.137858099 · Participants: 1230Health Catalyst, Inc. 401(k) PlanIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 6.015479 · Participants: 46680Intermountain Healthcare Savings Plus 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 5.481729272 · Participants: 24292Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.662904822 · Participants: 10088Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.192769515 · Participants: 15411Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.633594695 · Participants: 4537Autoliv Asp, Inc. Employee Savings and Investment Plan
Health Catalyst, Inc. 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants

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.

Similar participant headcount

Nearest other-state filings by covered participants (1,230 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 Health Catalyst, Inc. 401(k) Plan assets move in 2023?
Health Catalyst, Inc. 401(k) Plan grew sharply - up 28.1% during 2023, from $108M to $138M. Reported net income was $30M.
How have Health Catalyst, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Health Catalyst, Inc.'s sponsor-wide assets grew 47.4%, from $108M to $159M.
Where does Health Catalyst, Inc. 401(k) Plan rank by assets among Form 5500 filers?
Health Catalyst, Inc. 401(k) Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Health Catalyst, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Global Healthcare Exchange 401(k) and Defined Contribution Plan in CO ($138M, 1,117 participants).
Which 401(k) plans cover a similar participant headcount to Health Catalyst, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Kpff, Inc. 401(k) Plan in WA (1,230 participants, $187M in assets).