401(k) · DOL Form 5500 · 2023

Humana Inc. 401(k) Plan

Data updated 2026-08-11

$268M
Total assets
9,085
Participants
96th
Percentile by assets
$29,537
Avg per participant
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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.

  • 96th percentile by assets (of 127,072 plans)
  • #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.

$268M
total plan assets (2023 EOY)
9,085
covered participants
96th
percentile by assets (of 127,072 plans)
$29,537
avg assets per participant

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 →

State

Participants vs Kentucky filers

In Kentucky, the average filing covers about 647 participants across 1,300 plans. Humana Partnership Savings Plan reports 9,085 participants - 14x that state average ($268M EOY assets).

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.)

$6B$7B$8B$9B 202220232024 $6.75B $8.47B ▲ +25.5%
Total plan assets by year, all Humana Inc. plans on file
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

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 S…Commonspirit Health …Humana Retirement Sa…UPS/Ipa 401(k) Savin…Scionhealth 401(k) P…Lexmark Savings Plan
Humana Partnership Savings Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants

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:

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Humana Partnership Savings Plan by total assets, not by location.

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).

Next read for Humana Partnership Savings Plan

Filing takeaways

Ways to act on Humana Partnership Savings Plan's numbers.