401(k) · DOL Form 5500 · 2023

Humana Inc. 401(k) Plan

Data updated 2026-08-25

$268M
Total assets Near avg plan size
9,085
Participants Very large workforce
96th
Percentile by assets National rank
$29,537
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Humana Partnership Savings Plan · Sponsored by Humana Inc. · Kentucky · Finance & Insurance

$268M in assets, 9,085 participants

Humana Inc.'s Humana Partnership Savings Plan reported $268M in total assets and 9,085 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

  • #8,256 in Finance & Insurance (8,869 peers)

Coverage in Kentucky

Humana Partnership Savings Plan covers 9,085 participants in Kentucky, 14x the typical Kentucky plan (state average ~647 per filing). Assets: $268M.

#8,256
in Finance & Insurance (8,869 peers)
+26.9%
assets growth YoY
2.7×
vs typical plan assets (national mean)

Humana Partnership Savings Plan's outsized position by total assets

Humana Partnership Savings Plan vs every filed plan by assets

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

$268,343,229 Top 4% higher than 96% 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

Humana Partnership Savings 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. Humana Partnership Savings Plan lands in the large band (9,085 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Humana Partnership Savings Plan reported net income rose from -$12M in the plan year 2022 filing to $57M in the plan year 2023 filing.
  • Humana Partnership Savings Plan end-of-year assets rose from $211M in the plan year 2022 filing to $268M in the plan year 2023 filing.
  • Humana Partnership Savings Plan reported participants rose from 8,187 in the plan year 2022 filing to 9,085 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 610647538 · Humana Inc. PY 2023 · 401(k)

Humana Partnership Savings Plan · $268M · 9,085 · 96th

  • TYPE $268M
  • NET 9,085
  • BOOK 96th
  • VS-ST 401(k)
  • BOY near Tradeweb Markets LLC 401(k) Plan
  • SCH ind #8256

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 Kentucky →

Humana Partnership Savings Plan in the asset neighbourhood

Proampac Retirement Plan$268MIndiana Farm Bureau Companies Employees' 401(k) Savings PlanIndiana Farm Bureau Companie…$268MHumana Partnership Savings PlanHumana Partnership Savings P…$268MTradeweb Markets LLC 401(k) PlanTradeweb Markets LLC 401(k) …$268MOdyssey Reinsurance Company Profit Sharing PlanOdyssey Reinsurance Company …$268M
End-of-year total assets ($M) among Humana Partnership Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kentucky filing particulars

Total Assets (Beginning of Year)$211M
Net Assets (End of Year)$268M
Net Income$57M
Employer EIN610647538
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Humana Inc.)

Sponsor-wide plan assets over time

All Humana Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8.5B 25.479179313093393% vs 2022
2024 filing year
$6B$7B$8B$9B 202220232024 $6.75B $8.47B ▲ +25.5%
Year Plans Participants Total Assets
2022 5 54,900 $6.8B
2023 6 69,149 $8.0B
2024 6 67,915 $8.5B

Nearby 401(k) Plans in Kentucky

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

Humana Partnership Savings Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Humana Partnership Savings Plan, Total assets ($B): 0.268343229 · Participants: 9085Humana Partnership Savings PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 7.871320063 · Participants: 86688Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.374962984 · Participants: 45938Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.324958147 · Participants: 3159UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.221134526 · Participants: 33226Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.205127047 · Participants: 1968Lexmark Savings Plan
Humana Partnership Savings Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Humana Partnership Savings Plan side-by-side with 3 peers →

Scale composition for Humana Partnership Savings Plan

Humana Partnership Savings Plan reports $268M in end-of-year assets across 9,085 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.010% of 93,925,755 covered participants) - about $29,537 per participant (21% of the national average assets-per-participant) . Net income for plan year 2023 was $57M.

This plan identity (EIN 610647538, plan #006) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $211M to $318M (+50.3%) while covered participants moved from 8,187 to 6,631 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 8,187 $211M Open filing
2023 9,085 $268M This page
2024 · index core 6,631 $318M Open filing

The same sponsor also keeps 4 other index-core plans on PlainRetire:

Humana Partnership Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Tradeweb Markets LLC 401(k) Plan in NY ($268M); by covered participants it is Hei Hotels and Resorts 401(k) Plan in CT (9,086 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($268M here).

Similar participant headcount

Nearest other-state filings by covered participants (9,085 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 Humana Partnership Savings Plan assets move in 2023? ▼
Humana Partnership Savings Plan grew sharply - up 26.9% during 2023, from $211M to $268M. Reported net income was $57M.
How have Humana Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Humana Inc.'s sponsor-wide assets grew 25.5%, from $6.8B to $8.5B.
Where does Humana Partnership Savings Plan rank by assets among Form 5500 filers? ▼
Humana Partnership Savings Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Humana Partnership Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tradeweb Markets LLC 401(k) Plan in NY ($268M, 798 participants).
Which 401(k) plans cover a similar participant headcount to Humana Partnership Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hei Hotels and Resorts 401(k) Plan in CT (9,086 participants, $165M 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 610647538.

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.